Private Wealth

Real Estate Asset Management

Maximize your investment in real estate

Whether you own a single property or a large real estate portfolio, our Real Estate Asset Management specialists can help you make the most of your investment. As a fiduciary, Wells Fargo Bank will work with you to enhance the full value and potential of your holdings, while addressing how they fit within your overall wealth plan.

Offered through Wells Fargo Bank, N.A.

Solutions for every phase of ownership

Our professionals have extensive knowledge and experience managing virtually all types of real estate, including commercial properties, residential and multifamily units, farms, ranches, vineyards, timberland, vacant or undeveloped land, and other special-use and unique assets. Depending on your specific needs and objectives, we can provide you with services across every phase of ownership.

Building your portfolio

Clarify your objectives and outline an investment strategy
Identify, compare, and perform due diligence on potential properties for acquisition
Create a plan to manage risk
Coordinate the purchase closing process
Manage your assets post-closing

Managing existing holdings

If daily management of your properties is putting a strain on your time and resources, our specialists can work on your behalf to:

Assess the performance of your holdings, including analyzing cash flow and returns
Help enhance value through leasing and capital improvement strategies
Oversee maintenance, rent collection, and expense payments
Create and review budgets and monthly reports
Analyze and structure leases
Monitor and pay property taxes and request appeals, as needed
Assess insurance coverage needs

Selling or transferring ownership

Whether you’re considering a sale, an exchange, or an inheritance for future generations, we can help:

Identify and evaluate appropriate transfer options
Oversee property valuation, either to set an asking price or determine your tax deduction
Coordinate sale process through closing
Evaluate and potentially minimize the impact of capital gains tax
Provide options for executing the sale, exchange, or transfer

Professional management plus fiduciary oversight

Regardless of the types of properties in your portfolio, our Real Estate Asset Management specialists can help with every detail of owning these specialty assets, bringing a powerful combination of local market insights plus national presence. To learn more about Real Estate Asset Management, contact your advisor.

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Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Wells Fargo Real Estate Asset Management provides asset management and advisory services and does not provide real estate brokerage services.