OUR CLIENTS

Elm Place Partners is equipped to help any kind of investor.  We listen to your journey and your goals, and then evaluate how to help you best.  To see if Elm Place Partners is right for you, learn why different kinds of investors choose EPP for real estate investment solutions.

"When I’m not re-investing in my own business, I'm making passive investments in real estate deals. However, gathering and analyzing the information I need to understand my portfolio's performance is time consuming and frustrating. With all of my investment data organized in one place, I can improve my cash flow management, map out retirement strategies, and of course, make more informed investments."

SMALL BUSINESS OWNER

"Our portfolio is vast and understanding return of capital and return on capital is paramount. I don’t like having blind spots and want the information I need at my fingertips. Unfortunately, this information is typically not in one place – investor portals, emails, file cabinets – I can't get what I need when I need it.  Having a partner who will take on the responsibility of aggregating my investments into one place gives my office the organizational and analytical tools necessary to improve our investment strategy and eliminate blind spots."

FAMILY OFFICE

"Over the past 10 years I've been focused on estate planning and wealth preservation and have become a savvy private equity real estate investor. But I found it outrageous that there was no easy way to track all my investments. Truthfully, it was a bit unnerving because I had so much out there and I didn't feel as though I was in control. But having a simple way to visualize my complete real estate portfolio with actionable quarterly insights has brought a focus to my investment strategy that I’ve never had before."

SEMI-RETIRED PRIVATE INVESTOR