FINANCIAL ADVISORS

WE WORK WITH YOU AND YOUR CLIENTS TO PROVIDE
STRUCTURED AND CUSTOMIZED REAL ESTATE INVESTMENTS

Financial Advisors

Kingsbarn works with financial advisors and planners to provide you with real estate investments and structures than can be offered to your investor clientele. It is critical to not only hear your clients' needs, but then to be able to offer a multitude of options. Ultimately, you will recommend the best course for your client— we just want to provide you with great opportunities and structured solutions to best serve their needs. Depending on the complexity of your clients' needs, the ideal solution may not be an "off-the-shelf" packaged product. In addition to our syndicated investment products, we provide customized structured investments that take into account the unique circumstances of each client in varying types of transactions. Your clients will certainly appreciate having additional options and seeing an investment plan that focuses on their individual needs.

 

Strategic Real Estate Partner

Structured and Streamlined
A typical real estate transaction is fraught with many potential pitfalls. Whether it's a 1031 exchange or a new-money investment, there are many burdensome challenges for the investors, such as securing debt for a property, performing due diligence, and maintaining the 1031 exchange timelines and regulations. Our streamlined approach to acquiring and structuring real estate investments will lead your clients through a seamlessly-orchestrated investment process by providing certainty of execution, transparency, and predictable outcomes that mirror our underwriting and analysis. If you have a client who is seeking to reposition a residential or a commercial property portfolio, our proprietary investment products provide passive income for accredited investors with returns ranging from 5% to 12% annually.

 

Separately Managed Accounts For Real Estate

Our Managed-Direct Ownership™ Program is a bundled, separately managed account program for real estate assets. For clients seeking to acquire a property or portfolio of properties with an aggregate value of $10 million or more, we provide the following services: the strategic direction for the property or portfolio acquisition, the handling of all aspects of the transaction, the execution of all necessary documentation, the signing of the loan documents – including the guarantees, and the placement of the properties with a third-party property and asset manager. Our program creates a predictable and passive income stream to your investor with no loan liability, while your investor maintains complete control of the investment at all times. This also gives your client a way to hold the asset but not the loan on his financial statement, thereby creating an off-balance sheet financing mechanism that may prove beneficial if they intend to acquire financing for other properties or purposes in the future.

 

Strategic Real Estate Partner

It is critical to streamline the operations of your clients' real estate holdings. As the "real estate arm" of your firm, we will work with you as a strategic partner so that you may provide your clients with the expertise that comes as a true specialist in the commercial real estate investment sector. Our professional team can manage the day-to-day operations of your clients' real estate portfolios, identify new acquisition targets according to your clients' criteria, secure financing with preferred rates and terms, and provide legal oversight throughout the process. We are a true advisory partner as well as an investment provider to financial advisors and planners, thereby expanding your ability to serve your clients with a range of customizable solutions.

 

 

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Alison Jannotta
Director, Investments
ajannotta@kingsbarn.com
Phone: 312.982.8995

Jeff Farnsworth
Executive Vice President
jfarnsworth@kingsbarn.com
Phone: 424.343.9000

Matt Ayer
Director, Investments
mayer@kingsbarn.com
Phone: 949.270.5309

Mark Paul
Senior Vice President,
Managed-Direct
Ownership

mpaul@kingsbarn.com
Phone: 310.738.8330

Steven Prescott
VP, Business Development
prescott@kingsbarn.com
Phone: 858.630.0414

For General Inquiries Call Us At:
424.343.9000