Orvida Investment Advisors specializes exclusively in advising clients on the real estate portion of their investment portfolios. Orvida Investment Advisors helps investors navigate complex real estate transactions, including Section 721, 1031, and 1033 exchanges, as well as private placements, Delaware Statutory Trusts, and tenancy-in-common interests. Orvida Investment Advisors begins every relationship by evaluating the client's goals, financial circumstances, and risk tolerance to develop a tailored investment plan. Orvida Investment Advisors does not manage money, hold client assets, or exercise trading authority, meaning clients retain full control over their investment decisions. Orvida Investment Advisors serves individuals, high-net-worth families, and property owners experiencing involuntary conversions.
Fee Structure
Orvida Investment Advisors offers several fee structures depending on how you choose to engage for real estate investment consulting and exchange planning:
- Standard Fee — 1% of the equity you invest in a private placement or exchange transaction, minus a $495 initial retainer fee.
- Tiered Flat Fee — A flat fee ranging from $5,000 for equity under $1 million up to $22,500 for $15 million, or 0.15% for amounts over $20 million, minus the $495 retainer.
- Negotiated Flat Fee — A customized flat fee agreed upon in writing before consulting begins, minus the $495 retainer.
- Hourly Fee — $300 per hour for consulting services, subject to a $495 minimum, minus the $495 retainer.