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What We Do

REFS assists institutional real estate investors on an independent fiduciary basis, and serves both investors and investment managers on an independent consulting basis. REFS provides clients with strategic and tactical support.

As an independent fiduciary, REFS represents the investor’s interest. Independent fiduciary services are provided to:

  • Resolve parties-­in­-interest conflicts
  • Perform manager­ and asset­-level due diligence and underwriting
  • Provide asset management support
  • Resolve other issues where objective, third-­party eyes are needed

Consulting services include — but are not limited to:

  • Fee and performance studies
  • Portfolio reviews to assure alignment with stated strategies
  • Market research
  • Operational reviews
  • Lease negotiations
  • Litigation support
  • Strategic and operational reviews
  • Hold/sell analysis

Whether in a fiduciary decision-­making role or a consulting capacity, REFS provides real estate expertise as an extension of the client’s internal resources — a​nd we provide these services at a fraction of the cost of developing and maintaining internal staff capabilities.

Real Estate Fiduciary Services, LLC · Tel: 978.887.3750 · Email: