IS PDS FOR YOU?

PDS clients generally fall into two categories—those who want to concentrate their investment for maximum long-term gain and not immediate cash flow, and those interested in income-building aspects of owning real estate – those clients desiring more annual cash flow now.

Key Driver: Real Estate Investing – Longer term

PDS tailors its approach to your goals, whether you are an experienced investor with an existing portfolio that you are looking to asset manage or you are someone looking to add real estate to your financial plan for the first time.

Experienced investor. This is someone who already owns multiple units and wants to solidify their current portfolio or expand their portfolio’s real estate holdings in the U.S. and/or international markets. PDS can recommend how best to diversify their portfolios and recommend the best investment strategies minimizing tax liabilities.

Moderately-experienced investor. Working with PDS, an investor with a portfolio of fewer than five units could easily expand and diversify holdings while investing more efficiently.

New investor. The novice investor with no real estate investments probably lacks the time, knowledge and experience to invest effectively alone. This individual works with PDS because he recognizes the importance of real estate to building long-term security.

Key Driver: Annual Cash Flow.

PDS’s comprehensive, distinctive and personal approach is ideal for the real estate investor interested in income building.

Real Estate. Whether you are an experienced or not in real estate, the PDS approach can tailor a real estate portfolio for you that produces an annual cash flow, supplementing your income.

Key Driver: Baby Boomer

The PDS individualized approach and effective methods are of particular interest to those investors born between 1946 and 1964. With retirement looming, they want to scale down their home investment and secure their future. PDS can help such investors leverage pensions or profits from the sale of the family home to provide secure and steady retirement income.