Welcome to Lombari Real Estate Wealth Advisors!
Real Estate Portfolio Services
Comprehensive service for property valuations, contesting property taxes, deferring capital gains taxes through 1031 exchange, tenant management.
Divorce Property Consultations
Asset valuations, property disposition, staging, arranging for repairs, customized marketing plans, negotiations.
Properties in Probate
Consulting with heirs and probate attorneys on asset valuations, highest and best use, property marketing and disposition.
Investment property acquisition, management, leasing and asset disposition for retail spaces, strip centers, office space, restaurant/entertainment spaces and land for development.
Capital gains tax deferral strategies on real estate investments through the 1031 exchange program.
Family Office Mangement
Advice and strategies with real estate holdings for established family offices. Assistance with the organization of new family offices for tax purposes and navigating the complex world of wealth management.
Assisting foreign national investors through international Realtor partnerships, offering real estate investment advice for vacation properties, secondary homes, tax deferment through the 1031 exchange program and attainment of US citizenship through the EB5 investment program.
Fiduciary Representation in Preconstruction Purchases
Representation with developers of pre-construction condos, townhomes, or single-family residences.
Fiduciary Representation in Custom Home New Construction
Parcel/lot identification, design consultations, vendor referrals and guidance through the construction process. After-construction services include marketing and disposition of spec homes, interior design referrals for primary residences or vacation homes and management of vacation or long-term rental strategies.