Real Estate Family Office
Your portfolio, mapped on one page
Twelve services across Acquire, Operate, and Exit. For each one, decide what you'll keep doing yourself — and what you'd like BlueView to coordinate.
How to use it: go line by line. Check DIY for anything you'd rather handle yourself, or BlueView for anything you'd like off your plate. There are no wrong answers and it isn't all-or-nothing — most owners hand off a few things and keep the rest. Then bring it to a no-cost conversation and we'll build a plan around exactly what you chose.
Owner
Date
# of properties
Phase 1
Acquire
Buy and structure new properties.
| Service | DIY | BlueView |
|---|---|---|
1. Realtor Representation Investment advisory plus licensed representation from search through closing. |
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2. Cost Segregation Study Coordinate a cost-segregation review with your CPA and a qualified provider. |
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3. Portfolio Structuring Personal vs. LLC vs. trust, entity formation, title vesting — with your attorney and CPA. |
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4. White Glove Bundle Services 1–3 combined, plus loan shopping under written authorization. |
Phase 2
Operate
Run day-to-day and optimize.
| Service | DIY | BlueView |
|---|---|---|
5. Property Management Full rental operations plus the annual portfolio review. |
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6. HOA Liaison & Compliance Dues tracking, notices, and one point of contact for HOA communication. |
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7. Bill Pay Service Tax, insurance, HOA, and utilities paid on time from your funds, with records kept. |
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8. Major Repairs or Improvements Bids, scoping, vendor management, and completion verification before payment. |
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9. Refinancing — Pull Equity Out Review loans and equity, then coordinate the refinance if you proceed. |
Phase 3
Exit
Disposition and reinvestment.
| Service | DIY | BlueView |
|---|---|---|
10. Realtor Representation to Sell Disposition strategy plus licensed listing representation through closing. |
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11. 1031, Capital-Gains & Wind-Down Deadline and Qualified Intermediary coordination, with your CPA leading the tax. |
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12. 1031 to DST Coordination Coordinate a 1031 into a Delaware Statutory Trust — real-estate process only. |
Your top two or three priorities
If we only got a few things right this year, these would be them.
Open questions for BlueView
Anything you're unsure about, or want a straight answer on.