Real Estate Services

We understand and appreciate that properties are a visible reflection of the values and personal tastes of an owner, and work with our clients to ensure their vision for a property or project is fulfilled.

Real estate is a capital intensive asset class that must be maintained and managed properly to maximize enjoyment and value and minimize risk.

Geller & Company Insights

A 2014 Wealth Report survey found that primary and other homes accounted for nearly 30 percent of wealth for high net worth families….Read More


Services Offering

Property Management
  • Implement appropriate governance and cost controls
  • Prepare annual budgets, monitor expenses and generate property specific reporting
  • Coordinate with household staff or manage tenants
  • Serve as a liaison to a board of directors or homeowners’ association
Construction Project Management
  • Oversee all aspects of the project from design and permitting to close-out
  • Manage all financial elements including budgets, cost controls and invoice review
  • Prepare periodic project status reports
  • Assess project risks, develop an insurance program and devise other mitigation options
Transaction Support
  • Conduct market research and evaluate opportunities
  • Supervise due diligence on target properties
  • Coordinate all professional service providers, including brokers, lawyers and inspectors
  • Negotiate contracts and financing, manage all documents, and drive execution
Investment Advice
  • Access a network of local experts and sector specialists
  • Model a range of financial and operational scenarios
  • Review or propose deal structuring
  • Conduct due diligence upfront and monitor properties
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