The Fortez Group

About The Fortez Group

The Fortez Group is a Real Asset Management platform designed to serve the unique real estate needs of private business and real estate owners, family offices, and their advisors. We help clients invest in, manage, and make confident decisions about their real estate. Who We Serve • High-net-worth families with directly-owned real estate • Single-family offices with a real estate allocation • Multi-generational real estate families managing transitions • Business owners approaching a liquidity event • Wealth managers, CPAs, and estate attorneys seeking a real estate partner for their clients What We Do Investment — The Fortez Private Investment Platform provides accredited investors access to asset-backed, tax-efficient, income-focused real estate across multi-family, retail, and mixed-use assets. We also utilize our acquisition pipeline and expertise to help families make direct purchases of real estate. Management — Asset management, property management, budget and reporting, and owner's representation services that remove the complexity of ownership while keeping families in control. Advisory — Consulting and brokerage services including: • Portfolio and investment strategy • Investment due diligence • 1031 exchange advisory, including sourcing replacement properties • Buy-side and sell-side transaction advisory • Capital advisory and debt placement • Real estate planned giving How We Work We partner with our clients' existing wealth managers, tax counsel, and estate attorneys — collaborating rather than replacing. Every engagement begins with a discovery conversation, followed by a scope and fee structure tailored to the client's needs. Headquartered in Huntington, NY. Serving families nationally. Start a conversation: Frank@FortezGroup.com | TheFortezGroup.com