Banking and Trusts

We recognize how important real estate financials are.

Your investment is hard-earned and investors can be hard to come by. Our banking and financial services focus on delivering sound advice to support your real estate portfolio strategies. We leverage competitive analysis, trend tracking, and in-depth market research to guide sound financial decisions.

IPG advisors assist you in establishing portfolios that address your business goals, timelines, and future endeavors while maximizing potential and minimizing expenses. With your financial situation always top-of-mind, we work to achieve your priorities. To accomplish your objectives, we combine best-in-class technology and transparent communication. Our approach is guaranteed to increase the value of your business without sacrificing financial stability. Our diverse pool of experts includes accountants, surveyors, business managers, and consultants, each dedicated to helping you achieve your vision. Their expertise is essential in identifying real estate potential, negotiating terms and conditions, and in a property management capacity.

Trusts and Estates

Protect Your Assets and Secure Your Legacy with Our Trusts and Estates Services

At IPG, we work with a nationwide network of state-licensed real estate appraisers, which allows us to offer expert assistance to attorneys and accountants with estate, gifting, and succession plans for their clients.

Our experts have extensive tax-related valuation experience and are well-versed in the appraisal of closely held businesses and commercial real estate. We even specialize in non-cash charitable donation valuations of commercial real estate. 

Our stakeholders include a diverse range of clients, from minority and majority shareholders to federal and state regulatory agencies, REITs, real property investors, and partnerships. In addition, we have a proven track record of successfully defending our stakeholders’ opinions against challenges by tax authorities and providing litigation support services when required.

We go above and beyond in assembling an integrated valuation team that is capable of delivering impressive results. 

Alongside our Designated Members of the Appraisal Institute (MAIs) real estate valuers, we employ highly credentialed business valuation experts who have valued countless business entities across a variety of industries. Their expertise extends to analyzing partnership/operating agreements and determining appropriate entity-level discounts for operating entities, limited partnerships, and limited liability companies.

BANKING / FINANCE SERVICES:

Real Estate Financials Consulting

A trusted consultant can help you achieve your business goals while mitigating risk. Whether it is in acquisition activity, due diligence in a merger, location assessment, or portfolio optimization, we are here for you every step of the way. We meet the challenges that real estate dictates and love nothing more than to work with people who are as dedicated and as passionate about success as we are.

Corporate Strategy

Maximize the benefits of your property and improve your corporate financial situation. Our advisors seek out and assess potential properties for marketability, hence increasing value. We apply techniques that include database management, global lease administration, lease consideration, and assistance in decision making to ensure a positive result.

Global Lease Administration

No business is risk-free, especially when it comes to global lease administration. Our specialists in global property acquisition and lease administration dive deep, analyzing all the risks involved in the management of your corporate portfolio. We then present to you the comprehensive market data you need to make the best decisions for your organizational needs, providing recommendations to mitigate potential risks.

Transaction Management

Our team knows how important an efficient and speedy acquisition is to your success. Be it a new property hunt, relocation, or contract renewal, we are with you every step of the way through every phase of your real estate transaction. Our brokers and agents advocate for you, expediting your transactions to ensure a timely conclusion and a seamless process. We apply the ‘intelligent client’ role in managing our activities, assuring a process that is as elegant as it is enjoyable.

Program and Project Management

Our experience and expertise are time-proven and honor-tested. Clients around the world have realized incredible success with us by their side, which, for us, is a source of great satisfaction and pride. A successful transaction moves us to continuously enhance our service, providing you the best possible outcome, every time. Our overarching goal in project management is to help you achieve your project goals – on time and on budget.

Valuation, Lease Advisory, and Property Management

Staying on top of current industry and property management trends are essential in real estate. With a trusted partner by your side, you have access to professional insights that will help you face the challenges of a volatile economy. We provide updates to rental regulations, market values, and property potentials both domestically and internationally, helping you stay informed as you move forward with your goals.