STR Advisory works alongside firms whose clients are evaluating income-producing rental property. We organize the property, financing, and documentation work so your team can remain focused on the client relationship and the services you already provide.
We support the property and business-purpose financing work while each firm remains responsible for advice and services within its own discipline.
Agents and brokerages often work with investors whose income, entity, or portfolio does not fit a conventional mortgage process.
We help clients assemble property records and room-by-room documentation for review by their CPA and cost-segregation provider.
Clients may seek property, lending, or tax ideas outside the firm when those needs are not addressed. A coordinated STR review gives the advisor a way to remain involved in the decision.
Address a client’s real estate interest without hiring an internal lending, property-analysis, or documentation team.
Give the client’s advisor better information to evaluate liquidity, concentration, retirement income, and funding decisions before capital moves.
Coordinate relevant information across the client, advisor, CPA, attorney, real estate professional, lender, and insurance team.
Create opportunities for annual property, financing, documentation, liquidity, and plan-fit conversations.
The client may be evaluating a first property, refinancing an existing rental, considering LLC ownership, planning portfolio growth, or organizing property documentation.
Introduce the client to STR Advisory or direct the client to the STR Capital Review. We confirm the scope and obtain permission before sharing information.
We evaluate the property and business-purpose financing information, identify missing documentation, and outline practical next steps.
With client authorization, we keep the appropriate professionals informed while the client decides whether to proceed, revise, wait, or decline.
When a CPA recommends professional cost-segregation analysis, the provider may need organized property data, invoices, closing records, and room-by-room photographs. Clients often do not have those materials assembled.
STR Advisory guides the client through property-documentation intake and organizes the resulting records for professional review. We do not determine whether a study is appropriate, classify assets, calculate depreciation, or prepare the tax return.
Tell us about your firm, the clients you serve, and the property, financing, or documentation questions that are coming up in your conversations.