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Investment Advisory
Through JB Matteson, the company has assembled the resources to provide real estate investment management services to institutional and significant private investment companies. The company's services are customized to meet the specific requirements of the client. These activities include 1) an analysis of the existing portfolio to evaluate its economic and geographic diversification characteristics; 2) an assessment of the current market environment and discussion of market forecasts; 3) the identification of a target portfolio based on portfolio diversification and risk management principles; and 4), a portfolio management plan to achieve the target portfolio. The portfolio management plan may involve an acquisition plan to grow the existing portfolio, an asset management plan to improve operating performance or prepare properties for sale, and a disposition plan to maximize investment value. Through these activities, The Matteson Companies helps investors achieve their real estate investment goals by applying prudent portfolio management strategies and conscientious execution of the plan.
For more information, contact John Bellack at 650-802-1800 or jbellack@mattesonrealty.com
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