The Fortez Group

Advising and Creating Multi-Generational Real Estate Families

A Real Estate Platform Built for Families

We specialize in providing real estate investment, management, and advisory services to individuals, families, and family offices.

Our clients include HNW individuals, business owners, single family offices, and multi-generational real estate families.

We provide access to a diversified portfolio of private investments that create asset-backed, tax efficient, income focused returns.

Multi-Family
Retail
Medical Office

investment

We provide third party management services across the United States and for all major asset classes.

Asset Management
Property and Facilities Management

Management

We provide consulting and brokerage based services to help families grow, operate or exit their real estate portfolios.

Portfolio and Investment Strategy
Investment Due Diligence
Capital Advisory
Transaction Advisory (Buy and Sell-Side)
1031 Exchange Advisory
Real Estate Planned Giving

Advisory

Our Real Estate Portfolio

We own and manage real estate assets across the US. The asset class and market diversity of our portfolio gives us the experience and insights necessary to advise and invest responsibly.

Our Portfolio

Why Choose Us?

All-in-One Service Model & Capabilities

Simplifies real estate ownership for our clients, while saving time, money and energy.

Family Focused Support
Model

Personalizes the conversation and customizes our compensation and support model for clients.

National and Local Partner Networks

Provides broad expertise and access to unique opportunities for our clients.