Who WE Serve

Investors

Orvida Investment Advisors is dedicated to partnering with investors who seek expert guidance in the dynamic world of commercial real estate. We specialize in crafting tailored investment portfolios, structuring 1031 and 721 exchange opportunities, and providing strategic advice on deploying capital into alternative real estate investments. By working closely with you and your financial team, we ensure you receive the expert advice needed to make well-informed decisions. Our hands-on approach supports you throughout the entire investment process, from initial consultation to final execution. Trust Orvida Investment Advisors to navigate the complexities of real estate investments and achieve your financial objectives.

Real Estate Professionals

Orvida Investment Advisors provides specialized 1031 and 721 exchange solutions designed for real estate brokers who want to attract new clients and enhance their service offerings for existing ones. Leverage Orvida’s expertise as a powerful tool to address clients’ concerns about tax consequences associated with selling property, or to guide those in escrow or holding cash who are looking to reinvest. By incorporating Orvida’s advanced exchange solutions into your services, you not only elevate your appeal to prospective clients but also strengthen relationships with current ones. This strategic partnership can boost client satisfaction, drive referrals, and position you as a leading authority in real estate transactions. Trust Orvida Investment Advisors to help you stand out in the competitive real estate market and build lasting client relationships.

Lawyers & Accountants

Orvida Investment Advisors is the premier choice for lawyers, accountants, and other professionals seeking specialized expertise in real estate investments. We offer tailored solutions for clients who have inherited properties, need to execute tax-advantaged exits, or require guidance with complex investment structures such as DSTs (Delaware Statutory Trusts), TICs (Tenants-in-Common), QOZ (Qualified Opportunity Zone) funds, and other real estate private placements. By partnering with Orvida, you can ensure your clients receive expert advice and strategic planning, enhancing their investment outcomes and alleviating the complexities associated with real estate transactions. Let us handle the intricate details, so you can focus on delivering exceptional service and value to your clients.

Financial Advisors

Orvida Investment Advisors partners with financial advisors, planners, and coaches to provide specialized expertise in commercial real estate, exchange-eligible real estate securities, and alternative real estate investments. If you have clients who need expert guidance on real estate investments, including 1031 exchanges, DSTs, TICs, or QOZ funds, refer them to us. We’ll handle the complexities and offer tailored solutions, allowing you to focus on your core financial services while ensuring your clients receive the high-level real estate advice they need. Partner with Orvida to enhance your client offerings and provide a comprehensive approach to their investment needs.