Redefining Real Estate’s Role in Private Wealth
Our vision is to integrate real estate into private wealth planning, and be the real estate industry’s leading partner to private real estate owners, investors and the Private Wealth industry.
We serve in multiple capacities – as an investment sponsor, asset and property manager, and advisor to investors and clients. We operate in every major real estate asset class and actively manage commercial real estate portfolios in nine states.
Our Thesis
Real estate plays a vital role in wealth transfer, business succession/M&A, and generational wealth creation — yet its complexity often makes it difficult to bridge the gap between real estate and wealth planning or business objectives.
We exist to bridge that gap between real estate and private wealth.
One integrated platform, three ways to engage.
We provide access to real estate capabilities and expertise built for a family office. Our clients get access to this team, network, and solutions so they don’t have to build and maintain it themselves.
Advisory
Consulting and transactional services that help owners buy, operate, or exit their real estate.
Explore AdvisoryAsset & Property Management
Third-party asset, property, and facilities management across major asset classes, nationwide.
Explore Asset ManagementInvestment Platform
Access to diversified private real estate investments, accessible to accredited investors seeking LP, Tenant-in-Common or directly-owned investments.
Explore InvestmentBuilt for three primary client types, with custom designed solutions for each client’s unique real estate goals.
Private Real Estate Owners
“Own real estate but need help improving profitability and accessing custom solutions.”
Creating 1031 strategy and investments through our sponsored deal platform.
Improving portfolio performance and providing owner visibility into cash flows.
Investors
“Want access to private real estate exposure and expertise to guide them.”
Limited Partner and TIC interests through our sponsored deal platform.
Owning real estate alongside underlying real estate operators and creating opportunities for investors with material investment capacity.
Advisory Firms
“Have clients that own or are transacting in real estate and need help advising them.”
Providing expertise to their clients contemplating real estate transactions or business sales with underlying real estate.
Consolidating real estate reporting, asset and portfolio level information, and cash flow planning.
We are not accountants, wealth managers or attorneys. We are real estate professionals exclusively servicing the principals of privately owned real estate portfolios and the advisors who work alongside them.
Flexible
Outsourced
Customized
© 2026 The Fortez Group LLC