Services Provided

Carter Commercial Group provides a full range of independent investment real estate advisory services to private investors, family partnerships and trusts.  We help our clients maximize returns on their investment properties by combining brokerage and market knowledge with a proven track record as investment property owners and asset managers.

We understand that our services involve more than financial assets. Our services and planning are often about families and relationships.  We are sensitive to the nuances of your real estate and financial decisions and their impact on those who are close to you.

Working closely with attorneys, tax advisors, trust officers and certified financial planners, we ensure that your real estate holdings support your unique goals and objectives.   Whether you are inheriting real estate; transitioning from working life to retirement; creating an exit or succession plan for your business; or going through the estate planning and wealth transfer process we'll ensure that your real estate investments are perfectly matched to your individual needs .

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We take pride in building and nurturing relationships with each of our clients by helping them make the best real estate decisions for their business and personal investments.  We offer a comprehensive range of services including:

  • In-Depth Financial & Market Analysis of Current Properties
  • Investment Comparisons and "What If" Scenarios
  • Unbiased Financial Projections and Risk Analysis
  • Lease Reviews and Analysis
  • Market Reports: Local and National
  • Leading Edge Marketing Campaigns Reaching Local, National and International Buyers, Tenants and the Brokerage Community

A Comprehensive Solution

Comprehensive.jpgThe choices property owners make in the purchase, lease, sale, exchange and financing of investment real estate will have a direct and often dramatic impact on the income, tax liability, risk and financial rewards.  The right team of professional advisors and service providers will work together to tailor a solution that focuses on your needs and ensures your success.

 

To complete your team, we offer unbiased referrals to the most appropriate and qualified:

  • Property Managers
  • Real Estate Attorneys: Tax, Estate Planning and Trusts, and Real Estate Specialists
  • Lenders: Banks and Mortgage Brokers
  • CPAs and Tax and Financial Planners
  • Insurance Agents
  • Contractors
  • Appraisers
  • Roofers
  • Plumbers
  • Electricians
  • Architects

We do not charge or receive a fee for these referrals.  The professionals we recommend are people and companies that we as real estate investors work with and trust.