Real Estate Trust Advisory

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Specialized Guidance for Successor Trustees & Families

Managing a trust-owned property is a heavy responsibility. In partnership with KW South Bay, Mark Hearn provides a “Single Source” solution for fiduciaries. We help you answer the most important question: What do we do with the property?

The Strategy

01

Appraise

Get a certified, defensible Date-of-Death or current market valuation.

02

Analyze (Feasibility Study)

We provide feasibility studies and “Highest & Best Use” analysis to determine if you should keep the asset for income or liquidate.

03

Execute (Sell or Lease)

If you sell, we handle the listing with expert market timing. If you keep it, we provide rent surveys and income stabilization strategies.