Custom Tailored Real Estate Investment Portfolios

Precisely tailored to meet your financial goals.

Investing in real estate is a powerful strategy for building wealth and achieving financial security. Unlike stocks or bonds, real estate offers the potential for steady rental income and long-term property value appreciation.

A Real Estate Investment Portfolio involves the acquisition of properties to generate income and capital gains. Your portfolio can include various property types, such as residential homes, commercial office and retail buildings, or industrial spaces. After the acquisition phase, Expert Portfolio Management is the cornerstone of a successful real estate investment.

For international clients pursuing U.S. residency, our investment portfolios are designed to meet the requirements of the E2 Visa program.

A Real Estate Portfolio Manager is a specialized professional focused on managing and optimizing a collection of investment properties. Unlike traditional property managers who handle the daily operations of individual properties, portfolio managers oversee the broader strategy, including acquisition, financing, management, and disposition of
multiple assets. They collaborate closely with investors to craft tailored investment strategies, assess potential opportunities, and provide expert recommendations based on in-depth market knowledge and experience.

PROPERTY ACQUISITION

Regardless of the property type, our acquisition process focuses on identifying assets that align with your specific investment goals. We consider

Overall Financial Assessment
Cash flow and long-term appreciation.
Financial Assessment of overhead
Assess annual maintenance costs.
Evaluation and recommendations
Evaluate current property conditions and recommend improvements.
Analyze Market
Ensure that market conditions support the sustainability of your investment.

REAL ESTATE INVESTMENT PORTFOLIO MANAGEMENT

Property management is a vital component of a successful real estate portfolio, ensuring the seamless operation and long-term value of the assets. Key contributions include:

Tenant Management
Managing tenant selection, rent collection, lease agreements, and addressing tenant issues to maintain occupancy and sat… Managing tenant selection, rent collection, lease agreements, and addressing tenant issues to maintain occupancy and satisfaction Read More
Property Maintenance
Overseeing routine maintenance and timely repairs to safeguard the property's condition and value.
Financial Oversight
Managing budgets, tracking expenses, and ensuring rent is collected to maintain strong and reliable cash flow.
Regulatory Compliance
Ensuring all properties adhere to local laws and regulations, minimizing legal risks for owners.
Performance Tracking
Regularly evaluating property performance to enhance returns and optimize the portfolio's overall performance.
Simplified Accounting
Delivering comprehensive yet easy-to-understand financial reports and timely direct deposit payments makes portfolio man… Delivering comprehensive yet easy-to-understand financial reports and timely direct deposit payments makes portfolio management more efficient for investors. Read More

With over three decades of experience, we have successfully managed hundreds of properties, ranging from single-family homes to multi-tenant commercial buildings. You can trust us to protect and maximize the value of your investment.

MANAGED REAL ESTATE INVESTMENT PORTFOLIO EXAMPLE

 

The following information outlines an actual portfolio SwissAm established for clients in 2016. We managed the entire acquisition process, as well as initial and ongoing renovations and property management. This portfolio, which we continue to manage today, consists of 10 single-family homes (SF) and 3 commercial properties (CM). Details on each property’s square footage, acquisition dates, and financials are provided below.

PLEASE NOTE: The information outlined above reflects approximate amounts. NOI = Gross Rental Income less approximate annual expenses, including property taxes, insurance, management fee, and average maintenance and repair costs. Current values for single-family based on RealAVM values plus/minus condition adjustments. Commercial values are based on a 6% CAP rate.

Steps to Invest in Florida Real Estate

  • Initial Consultation: Contact us to schedule a consultation and discuss your investment objectives.
  • Explore Properties: Browse our listings or let us find properties tailored to your needs.
  • Virtual Viewing: Take virtual tours of selected properties.
  • Make an Offer: We assist you in making competitive offers and negotiating terms.
  • Legal Process: Our legal team will handle all necessary paperwork and ensure compliance with local laws.
  • Close the Deal: Finalize your purchase and receive the keys to your new property.
  • Post-Purchase Support: We continue to support you with property management and any other needs.

Why Choose SwissAm Real Estate?

  • Experience and Expertise:
    With years of experience in the Florida real estate market, we understand the needs of overseas investors.
  • Dedicated Team:
    Our multilingual team is dedicated to providing exceptional service and support.
  • Comprehensive Solutions:
    From finding the right property to managing it, we offer end-to-end solutions.
  • Client Satisfaction:
    We prioritize our clients' satisfaction and strive to exceed their expectations.

Get Started Today

Ready to invest in Florida real estate?

Contact us today to explore a custom-tailored real estate portfolio designed to meet your investment goals.

 

 

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