Text Size

 

"Worried About Your Retirement Finances?"

Saturday, July 10, 2010 at 9:30 AM, Chapman University, Orange, CA 92866

Click Here for More Info and Registration

Contact Us

Ulivi Wealth Management
369 South Glassell Street
Orange, CA 92866
Ph: (714) 771-6000
email: professor@ulivi.com
Google Map of the office

Request Appointment

Real Estate Advisory Services

Dr. Ulivi has personally owned, managed, and/or developed offices, apartments, and houses, both in the United States and Argentina. As a result, he has gained valuable insight into the real estate process.  His hands-on experience can be very valuable to you when considering your real estate options.  

Our real estate services can include:

  • Evaluating your home and/or your vacation home purchase decision.
  • Helping you understand and choose your financing options.
  • Visiting the proposed building site for a visual inspection of the property and the general area, assuming the property is located close to our office.
  • Assisting the Client with a review of assumptions to be used in preparing projections.
  • Based on the assumptions that will be provided by the Client we can:
    • Prepare a net operating income projection for 10 years.
    • Calculate the taxable income projection for 10 years.
    • Prepare cash flow projections, before taxes and after taxes.
    • Estimate the projected selling price of the property, annually for 10 years.
    • Calculate the rate of return using the Internal Rate of Return for a 10 year holding period.
    • Estimate the before and after tax sales proceeds.
    • alculate the annual return on equity (CFBT/equity).
    • Re-rerun all the above projections under a different set of assumptions.
    • Prepare an evaluation and critique of these projections.
    • Provide a recommendation regarding a proposed purchase or sale of the subject property.
Whatever your real estate needs, we are certain that we can help you make suitable decisions.

A free appointment is offered to prospective clients to determine if their needs and our expertise are a good match. To set up an appointment, please email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call us at (714)771-6000.

Free Consultation