Intelligent Edge Advisors
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Asset Monetization

Intelligent Edge presents the first and only commercial real estate services platform offered exclusively to financial advisors to serve the diverse needs of their clients who own real estate. By collaborating with Intelligent Edge, advisors can expand their asset oversight capabilities into commercial real estate.

Real estate investment banking services are offered to real estate developers and operators, companies that own or use real estate as an integral part of their business operations, as well as private investors who own commercial or investment real estate. Intelligent Edge brings together a seasoned team of real estate capital markets professionals to work closely with each client to focus on designing and executing tax-efficient monetization transactions.

There are several converging trends that make Intelligent Edge’s service offering very timely and compelling.

  • Clients of advisors own vast amounts of commercial real estate which often comprises a significant portion of a client’s net worth. Over the next decade baby boomers will sell or monetize trillions of dollars of real estate to fund retirement. Working with Intelligent Edge empowers advisors to assist their clients’ in monetizing their real estate assets in the most tax-efficient manner.

  • Wealth management is fiercely competitive and is becoming more “holistic” as advisors attempt to differentiate themselves. Advisors are taking on the role of “family CFO” and are viewed as the key trusted advisor clients turn to for advice on an increasing array of wealth planning issues. Right now most advisors aren’t involved with real estate decisions their clients make because they oversee their clients’ liquid wealth. As a result, clients usually work with local real estate brokers that have limited knowledge of the clients’ overall financial planning goals. Intelligent Edge positions advisors to proactively assist real estate owners to maximize the utility of their real estate holdings in the context of their overall wealth planning goals.

  • Over the past few years owners of sub-investment grade commercial real estate have seen the value of their properties plummet, and in many instances the prospects for a robust recovery in prices are not particularly compelling. Intelligent Edge works with advisors to help owners compare the risk/reward of continued ownership of their real estate assets versus cashing out and deploying the proceeds into other asset classes.

Intelligent Edge empowers advisors to proactively assist clients to maximize the utility of their real estate in the context of their overall financial and wealth planning goals. Advisors can play a critical role orchestrating optimal solutions for clients who wish to monetize their commercial real estate. In addition, a wide range of other services is available including valuations, corporate solutions, property management, project management, leasing/tenant representation and workout/restructuring services.

By working with Intelligent Edge, advisors can play a key role overseeing their clients’ real estate investments. The wealth management process is more holistic and the value proposition enhanced.



To Learn More
Please feel free to contact Liz Ostrander to set up a call or meeting.

Elizabeth (Liz) Ostrander, CFA
Senior Vice President, Director of Business Development
212.308.3343, ext 228
eostrander@intelligent-edge.com