Investment Services

Our primary investment philosophy is to help our customers create wealth with commercial real estate investments. Newstream’s investment advisors are your strategic partners in achieving your financial goals. Property investments vary widely in returns, risk profile, the amount of hands-on attention required, development potential and liquidity. Therefore our first step in any engagement is to fully understand your objectives and requirements for an investment property.

Our investment team specializes in Retail Shopping Centers, Office Buildings, Warehouse & Industrial Complexes, Multi-Family Apartments, Motels and Hotels, Vacant Development Land, and so much more.

When you enlist our services to purchase your next (or First) investment property you will receive a full comprehensive plan that gives you the confidence in your purchase.

For purchasing investment properties that are income producing we provide a detailed financial analysis including cash flow projection based on market driven assumptions of expected rent, operating expenses, lease up schedules, leasing costs and existing cash flows. The final analysis and guidance will provide you, the investor, with a comprehensive picture of the expected returns for the investment.

Our Services Include

  • Meeting in person or a conference call to establish goals and criteria for your specific needs.
  • Survey and research the market to determine opportunities that fit your criteria by providing advanced and custom property searches.
  • Prepare a detailed report, including pricing, demographics, site information, and a preliminary financial analysis if available for your desired property.
  • Negotiate terms and conditions of a proposed transaction.
  • Assist in conducting the due diligence.
  • Assist in the closing process.

Understanding Objectives

Property investments vary widely in returns, risk profile, the amount of hands-on attention required, development potential and liquidity. Therefore our first step in any engagement is to fully understand your objectives and requirements for an investment property.

Comprehensive Plan

When you enlist our services to purchase your next investment property you will receive a full comprehensive plan that gives you the confidence in your purchase.

Detailed Analysis

For purchasing investment properties that are income producing, we provide a detailed financial analysis including cash flow projection based on market driven assumptions of expected rent, operating expenses, lease up schedules, leasing costs and existing cash flows.

Disposition

Newstream’s investment services professionals not only help you sell your property, but also help you determine the best time frame and process for this major financial move, taking into account potential tax ramifications and the market cycle to generate the strongest interest in your property.

First, we take into account your requirements for timing the sale, and your related objectives for placing the proceeds of the sale in other investments or another property. We supply in-depth market data to develop a competitive price based on your value target, and we determine an acceptable level of risk associated with various buyers to ensure your interests are protected in the purchase and sale agreement.

We plan a disposition strategy around these elements – speed, price, and risk – to weed out unqualified buyers, reduce the possibility of retrades and capitalize on the strongest market demand.

Next, we create a go-to-market strategy that offers large-scale exposure through proprietary databases and distribution channels, minimizes disruption to current tenants, and includes a segmented approach to focus the highest-impact marketing techniques on the buyers who are most motivated and likely to pay the highest price.

Finally, our investment specialists handle the negotiation and due diligence process to anticipate and overcome obstacles, carefully track documentation, and ensure the property’s sale transaction closes on time.