Company profile
The Fortez Group
A Real Estate Multi-Family Office for HNW Families, Family Offices, and Their Advisors.
- Industry
- Real Estate
- Employees
- 8
- Headquarters
- Huntington, New York
- Founded
- 2021
- LinkedIn followers
- 1,669
- Office locations
- 1
The Fortez Group company summary
The Fortez Group is a company in the Real Estate industry, headquartered in Huntington, New York, founded in 2021. On LinkedIn the company has around 8 employees and 1,669 followers. Its listed specialties include Commercial Real Estate, 1031 Exchanges, Property Management, Asset Management.
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About The Fortez Group
The Fortez Group is a Real Asset Management platform designed to serve the unique real estate needs of private business and real estate owners, family offices, and their advisors. We help clients invest in, manage, and make confident decisions about their real estate. Who We Serve • High-net-worth families with directly-owned real estate • Single-family offices with a real estate allocation • Multi-generational real estate families managing transitions • Business owners approaching a liquidity event • Wealth managers, CPAs, and estate attorneys seeking a real estate partner for their clients What We Do Investment — The Fortez Private Investment Platform provides accredited investors access to asset-backed, tax-efficient, income-focused real estate across multi-family, retail, and mixed-use assets. We also utilize our acquisition pipeline and expertise to help families make direct purchases of real estate. Management — Asset management, property management, budget and reporting, and owner's representation services that remove the complexity of ownership while keeping families in control. Advisory — Consulting and brokerage services including: • Portfolio and investment strategy • Investment due diligence • 1031 exchange advisory, including sourcing replacement properties • Buy-side and sell-side transaction advisory • Capital advisory and debt placement • Real estate planned giving How We Work We partner with our clients' existing wealth managers, tax counsel, and estate attorneys — collaborating rather than replacing. Every engagement begins with a discovery conversation, followed by a scope and fee structure tailored to the client's needs. Headquartered in Huntington, NY. Serving families nationally. Start a conversation: Frank@FortezGroup.com | TheFortezGroup.com
Specialties
Where is The Fortez Group located?
The Fortez Group lists 1 location.
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Frequently asked questions about The Fortez Group
What does The Fortez Group do?
The Fortez Group is a Real Asset Management platform designed to serve the unique real estate needs of private business and real estate owners, family offices, and their advisors. We help clients invest in, manage, and make confident decisions about their real estate. Who We Serve • High-net-worth families with directly-owned real estate • Single-family offices with a real estate allocation • Multi-generational real estate families managing transitions • Business owners approaching a liquidity event • Wealth managers, CPAs, and estate attorneys seeking a real estate partner for their clients What We Do Investment — The Fortez Private Investment Platform provides accredited investors access to asset-backed, tax-efficient, income-focused real estate across multi-family, retail, and mixed-use assets. We also utilize our acquisition pipeline and expertise to help families make direct purchases of real estate. Management — Asset management, property management, budget and reporting, and owner's representation services that remove the complexity of ownership while keeping families in control. Advisory — Consulting and brokerage services including: • Portfolio and investment strategy • Investment due diligence • 1031 exchange advisory, including sourcing replacement properties • Buy-side and sell-side transaction advisory • Capital advisory and debt placement • Real estate planned giving How We Work We partner with our clients' existing wealth managers, tax counsel, and estate attorneys — collaborating rather than replacing. Every engagement begins with a discovery conversation, followed by a scope and fee structure tailored to the client's needs. Headquartered in Huntington, NY. Serving families nationally. Start a conversation: Frank@FortezGroup.com | TheFortezGroup.com
How many employees does The Fortez Group have?
The Fortez Group has around 8 employees on LinkedIn.
Where is The Fortez Group headquartered?
The Fortez Group is headquartered in Huntington, New York.
When was The Fortez Group founded?
The Fortez Group was founded in 2021.
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