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Portfolio of Assets

With scale comes options, and options mean control. You’ve successfully built and run a sizeable portfolio of multifamily investments. And generally speaking, investment firms build risk management programs one asset at a time – along with their portfolios. There comes a time to upgrade to a more sophisticated structure and reduce your exposure to the open marketplace. You’ve built scale, now let us help you leverage it! 

A few of the ways we can help you leverage your portfolio:

  • Creation of shared and layered carrier towers
  • Controlling the total limit of coverage purchased across the portfolio
  • Creative implementation of retention
  • Employing a protective captive cell
  • Creating a captive to control Renter’s Legal Liability coverage

We’re nerds who love to work with clients to create custom solutions using myriad of traditional and less-traditional risk management structures. 

Interested in discussing your specific portfolio?  Please use the Calendly link below to schedule an introductory call. 

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