Real Estate Management
Build strength and confidence in your assets.
Real Estate represents an important part of your overall financial picture, and it should be considered and cared for with expertise. Broadway Wealth Management can help acquire real estate, manage existing assets and sell or transfer property ownership, all with the big-picture in mind. For generations, we have acquired, sold, leased, managed, maintained and improved residential and commercial properties, urban land, and farms and ranches across this great state. We know what it takes to create and preserve the legacy you’re working so hard to build.
Our Management Process
- Goals for your property
- Management, maintenance and improvement needs
- Measurements for success
Oversight of Real Estate
- Purchase or sell property
- Obtain and monitor insurance coverage and oversee claims
- Complete applications for property tax exemptions and special valuations and ensure timely payment of property taxes
- Identify quality tenants
- Negotiate lease agreements and monitor tenant activities
- Conduct regular on-site inspections and valuations
- Oversee repairs, maintenance and capital improvements
- Negotiate easements
- Identify and mitigate environmental damage
- Oversee residential modifications for special needs
Our Fiduciary Commitment
Our advisors are held accountable to the highest standards because we believe it’s the right thing to do. We will always put your interests ahead of our own and are transparent with our fee-only services. As an independently owned organization, we remain committed to providing our clients with sound guidance, never selling an investment product just to earn a profit.
A Banking Experience Unique as You.
Our Private Banking team is ready to collaborate with you
Broadway Bank's Private Banking team provides concierge services specifically curated for clients who need a dedicated banker to assist them with personal and business financial needs.
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Private Banking Secured Revolving Line of Credit
The low-rate Secured Revolving Line of Credit is available exclusively for Broadway Bank Private Banking clients who would like to use their wealth management assets as collateral.
Learn MoreBroadway Wealth Management:
Broadway Bank Wealth Management and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.
Investments are:
