Service Details

Asset Management & Bookkeeping

No commercial real estate company would be successful without reliable and trusted bookkeeping. Levy Realty Advisors has a 45 year track record of success providing high net worth individuals with their monthly financial reports, budgets for capital improvements, cash flow projections, customized distribution schedules, refinancing consultation, and expert advice with their estate planning needs. The investors behind Levy Realty Advisors rely on the company for their generational wealth preservation strategies, which is further reinforced by continued deployment of capital on subsequent investments sourced by the company.