THE WESTWOOD BUYER’S ADVANTAGE:

Your Trusted Advisor with Unparalleled Resources and Uncompromised Personalized Service

Building a Long Term Relationship by Earning Your Trust

Westwood Advisors is committed to working with you throughout your investment years. We begin by understanding your investment goals, risk tolerance, income and wealth objectives, and investment timeframe. Our expert advisors will present investment options that meet all your needs, as well as recommend exit strategies and reinvestment opportunities.

Investment Opportunities before they hit the street

As a Westwood client, you will be among the first to know about new projects from 1,000’s of merchant developers who build for large National chains. Years of relationship building with these developers allows us to provide early stage alerts for individual investment opportunities.

The Most Comprehensive database of Current and Off-Market Opportunities

Westwood’s superiority over most real estate advisors and brokers begins with our years of relationship building with the developers and owners who control over 95% of the Class A and B real estate investment properties. Our research division is in constant contact with these owners to mine off-market opportunities that you won’t find anywhere else, broadening your investment options. We receive dozens of new listings daily from investment brokers across the country and aggregate the most current and existing listings from marketplace portals and regional posts. As a client, you will be alerted immediately of property opportunities that match your investment objectives.

We have spent years compiling one of the most comprehensive databases in the United States of both purchasers and sellers. Our database contains 40,000 private affluent investors who own retail triple net properties, retail, office, industrial, multi-family, hospitality and land. We have a complete registry of pension funds, banks, investment management firms, private and public REITs, equity funds, TIC sponsors and insurance companies. An alliance with Westwood as your buyer’s broker will expose you properties you can’t find anywhere else!

Customized Searches for Investors

For the discriminating investor, Westwood’s Elite Investor Services™ provides discreet, complimentary introductions to owners of properties that are not currently offered for sale. Based on your investment objectives, our research specialists will identify the right property in the right location for the right price

Property and Tenant Analysis

When making an important real estate investment decision you need access to research data and the tools to properly compare your investment alternatives. Our Research specialists will provide you with sales comparables, in-depth financial statements on both public and private companies, and current financing quotes for specific tenants from top lenders.
Our Information Services Group also provides a full complement of economic, statistical and trend data, all as part of a complete package of advisory services to help you make the most informed investment decision. You will also receive complete marketing packages including demographics, aerials, building photos, tenant financials and more for properties that interest you.

Proforma Analysis Template

You will also have access to Westwood’s simple to use, online analysis templates. These tools enable you to run a myriad of investment scenarios. You can alter any investment component, including cap rate, loan to value, interest rate, and amortization. This is a vital tool in computing Cash on Cash and Internal Rates of Return. If you prefer, Westwood will provide these financial reports to you on a complimentary basis.

Introductions to Competitive Lenders

For investors that prefer to shop for a lender, Westwood can make the necessary introductions to lenders that will offer the best rate and terms for your investment.

Innovative and Unique Investment Opportunities

A. High Yield Exclusive Joint Ventures

Even if you are new to real estate investing, Westwood has designed a unique program that allows you to participate in higher yield ventures, with minimum annual returns of 10%, and greater profits when projects reach conclusion. Through these exclusive joint ventures, you will be partnering with some of the leading property developers and real estate owners in the nation, all of whom invest their own funds in every transaction. These investments range from “build and flips” to one year holds to five year conclusions To learn more about this exciting and profitable opportunity, click here.

B. Lucrative Sale /Leaseback Opportunities

For shorter investment timeframes, Westwood has designed a purchase and sale/leaseback program that occurs within months up to a year. Working with nationwide developers of National retailers and retail companies you will have the opportunity to invest in discounted (typically 75 basis points higher than retail) first rate properties with national tenants with long term leases already in effect. Through a leaseback arrangement or fee simple package, the developer will be able to move on to new projects. When the property sells at the retail price, you can realize investment returns of 25% to 50% depending on how quickly we flip the property. To learn more about this exciting and profitable opportunity, click here.