Real Estate Services

Lending a helping hand

Real Estate Consulting

Real estate is an essential asset class that is too often overlooked as part of a comprehensive financial plan. To that end, we assist our clients with strategic planning for family properties, consulting on commercial lease negotiations, streamlining the sale or purchase of real estate assets, and more. When it comes to consulting, we utilize a holistic approach and pull from our past experiences in the brokerage and legal communities to provide efficient and effective guidance. We also provide trustee services for property held in trust, allowing clients to maximize estate planning opportunities involving real estate.

Long Term Planning & Repositioning

Succession Planning

Trust Accounting & Reporting

Contract Negotiations

Market Research & Knowledge

Work with Outside Advisors

Broadening your horizons

Real Estate Investment Funds

Our proprietary real estate funds invest with high-quality, geographically focused operating partners in select markets in the United States. We utilize a disciplined investment approach and structure our funds with our investors’ best interests in mind. When open to new investors, subscriptions in real estate investment funds are offered to wealth management clients of Spinnaker Trust as part of a diversified investment portfolio.

Quality Operating Partner Relationships

Monitoring & Reporting

Disciplined Underwriting of Investment Opportunities

Flexible Investment Structures

Strategic Sale of Investments

Market Research & Industry Connections

Sailing ship yachts with white sails in the open sea

Spinnaker Trust is a valuable advisor for all of my commercial real estate investments. Whether they are managing the asset or simply helping me talk through an issue, I can trust them to provide effective and practical guidance.
Real Estate Consulting Client

Real Estate Consulting

Real Estate Investment Funds