The Fortez Group

Portfolio Spotlight: Ridgewood, NY ?? Our three-building portfolio in Ridgewood, Queens, was purchased in late 2023. This strategic investment offered our clients and investors a unique opportunity to benefit from: a) Diversified, tax-efficient income from the existing retail, storage, and residential tenants b) Principal protection, thanks to an attractive entry basis c) Rental and asset value growth within a high-demand market Our asset management team and strategy continue to deliver on all of these core pillars of the investment thesis. As part of our firm's comprehensive services, we are providing access to real estate and renewable infrastructure investments designed to help clients and investors create tax-advantaged income and long-term wealth. We invite you to connect with our team to learn more about how you and your family can benefit from these opportunities. #realestateinvestment #growth

We're excited to highlight the growth of our firm's renewable infrastructure portfolio with the development of a 371 kW DC Solar Array at Frog's Leap Winery. This investment is a close collaboration with industry leaders at Alternative Energy Development Group and Regatta Solutions Inc. and the family-owned and operated Frog's Leap Winery. It highlights the unique environmental, economic, community, and business impact and returns we are creating by working together with our partners and investors across the US. Reach out to our team to learn more about how and where we're investing in US infrastructure and real estate assets, and definitely reach out to Frog's Leap Winery (https://www.frogsleap.com/) for some world-class wine! #sustainability #realestate #infrastructure

Excited to be featured in Robin Glen's Story of the Week(ish), focused on a doctor facing challenges optimizing her real estate holdings for both near-term and long-term success. #RealEstateStrategy #Partnership #TheFortezGroup #RobinGlen https://lnkd.in/ecUbyTP6

Proud to be a featured case study in Robin Glen's Story of the Week(ish) series. Partnership is the cornerstone of our Firm.?We’re appreciative of the collaborative nature of the Robin Glen team and their emphasis on innovative planning to create better outcomes for clients. Great example of the power of partnership and collaboration between our Firms. #wealthplanning #estateplanning #wealthtransfer

We were thrilled to host over 40 of our friends and colleagues last Thursday for our 'Elevating Your Advisory Practice with Charitable Planning' event at the Mill River Club. A huge thank you to our sponsors Armanino Fidelity Charitable? Falcon Rappaport & Berkman LLP ALINE WEALTH and our panelists Peter J. Klein Dennis Ladd Brian Crimmins Matthew E. Rappaport, Esq., LL.M. for such a great discussion on how the world of philanthropy, wealth management, estate planning and real estate can come together to enhance impact for all. Keep an eye out for more events from the The Fortez Group!

Last chance to register for our 9/12 educational seminar and networking event, Elevating Your Advisory Practice with Charitable Planning. See you there! ? Registration link:?https://lu.ma/yvgutszx #PlannedGiving #RealEstate #Advisory #TheFortezGroup

We’re proud to announce our partnership with Andrew Cameron and the ZenRE team as they advance their portfolio management and growth ambitions. At The Fortez Group, Asset Management services are a core pillar of how we deliver exceptional strategic support to our clients. Our team will leverage our experience and network to help ZenRE scale efficiently and achieve their target returns. If your family or firm needs help elevating your asset management strategy, let's connect and explore how we can achieve success together. #RealEstate #AssetManagement #Growth

We're excited to grow our team at The Fortez Group! We're looking for a motivated individual to help us continue our growth, and gain experience across the firm's services, partners, and clients. This is a dynamic team, operating with partners and clients across the US. If anyone in your network is interested, please reach out to one of our partners or to [email protected]

At The Fortez Group, our mission is to advance family legacies and our communities through real estate solutions. Our Real Estate Planned Giving services exemplify this commitment. As we guide families and nonprofits through real estate charitable planning, we've seen how difficult it can be for advisors, nonprofits and families to find the best strategy and assets that work for them, then execute. That's why we're excited to host this event in collaboration with our panelists, friends, and co-sponsors Falcon Rappaport & Berkman LLP ALINE WEALTH Fidelity Charitable? Brian Crimmins. These panelists have extensive experience across all types of philanthropic planning, and have seen the power it can bring to their clients, business, and community. We encourage all of our friends in Philanthropy, Private Wealth, Estate Planning, Tax and other related fields to join us! This is a free event for advisors and nonprofit representatives. Register using this link: https://lu.ma/yvgutszx #PlannedGiving #RealEstate #CharitablePlanning #FinancialPlanning

We're excited to grow our team at The Fortez Group! We're looking for a motivated individual to help us continue our growth, and gain experience across the firm's services, partners, and clients. This is a dynamic team, operating with partners and clients across the US. If anyone in your network is interested, please reach out to one of our partners or to [email protected]