Real estate consulting and investment fund management
Spinnaker Trust is the only wealth management firm in Maine to offer a suite of consulting services to assist clients with their commercial real estate needs. Our team includes former real estate attorneys and tax and investment experts with over 90 years of combined commercial real estate experience.
Whether working with your legal counsel to negotiate a commercial lease, streamlining the sale or purchase of real estate assets, or connecting you with the right professionals, our real estate consulting services are focused on adding value for our clients. To that end, we utilize a holistic approach and pull from our past experiences in the brokerage and legal communities to provide efficient and effective guidance.
In addition, we also manage proprietary real estate investment funds focused on investing in commercial real estate assets in select markets across the United States. We take pride in building long term relationships with quality operating partners, taking a disciplined approach to our underwriting process. When open to new investors, subscriptions in the real estate investment funds are offered to wealth management clients of Spinnaker Trust as part of a diversified investment portfolio.
“Spinnaker Trust is a valuable advisor for all of my commercial real estate investments. Whether they are managing the asset or simply helping me talk through an issue, I can trust them to provide effective and practical guidance.”
For more information about our real estate services, contact: Casey McCormack
CMcCormack@spinnakertrust.com
207-619-7803