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Real Estate Asset Management Services

James Winnert brings a deep, personal understanding of the real estate industry while working with his clients, coming from a family that owned and managed nearly 1,000 apartment units and developed commercial real estate.

Now, James leverages Wells Fargo Advisors’ Real Estate Asset Management group to connect his clients with experienced real estate specialists who can help enhance their portfolio and make strategic decisions within their overall wealth plan.

Income properties
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Family-owned buildings
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Legacy real estate
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Residential units
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Farms and ranches
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Vacant land

Our team of specialists serves as a fiduciary asset manager to help design and implement a plan based on each client’s situation, whether they are entering owning real estate, need assistance managing existing properties, or are looking to exit or transition real estate ownership. We can partner to help with the following services:

Regular performance assessments
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Asset management
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Manage debt and credit
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Acquisition services
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Coordinate sale and lease transactions
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Risk management

Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

Wealth & Investment Management (WIM) provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Investment products and services are offered through Wells Fargo Advisors.

Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services. Some of The Private Bank experiences may be available to clients of Wells Fargo Advisors without a relationship with Wells Fargo Bank, N.A.