Fortofolio Management Investment Process

A full understanding of clients’ real estate investment goals and objectives drives portfolio management at Hart Realty Advisers. To pursue superior results, we follow a disciplined process focusing on adding value throughout strategy development, acquisition, ownership, and disposition of an asset.

We believe identifying the right combination of assets is essential to developing a well-performing portfolio. Our fundamental objective in managing each investment is to optimize value, ultimately providing clients with consistently attractive, risk-adjusted returns. Determining when a property should be sold is based on a comprehensive hold/sell model that provides qualitative and quantitative measurement of each property, local market environment, and investment criteria impacting asset performance over various holding periods.


Integral to this process is our use of research-driven methodology to support our decision-making. In selecting target markets and property types with the most attractive investment potential, we employ a top-down view of current and expected economic and market conditions with a bottom-up perspective of local market knowledge.