Whatever the size or type of investment property, Gorman & Associates offers a full complement of brokerage services tailored to the unique needs of real estate investors. Retail, commercial, and industrial as well as multifamily and residential transaction experience expands the understanding and guidance provided, while specialized consultancy further facilitates informed decision-making and generational wealth building.
As or more critical to the creation of a legacy plan is the selection and training given to the individual(s) who will be responsible for implementing the actual estate plan as executor(s) and successor trustee(s). Based upon first-hand experience, DG offers guidance and support to assist executors and successor trustees in managing this process and ensuring a smooth transition for beneficiaries.
A secure financial future is the goal of most real estate investors and DG takes that objective one step further to include a generational wealth building component. The focus is to help develop a comprehensive estate plan that reflects each client’s values, protects their assets, and leaves a lasting legacy for future generations
DG understands the unique challenges and opportunities presented by non-conventional property types and transactions. Assistance is provided in obtaining and meeting the guidelines and requirements related to affordable, senior/age restricted, and mixed-use housing, general and limited partnership sales, and other non-conventional options.