Financial Consultation

Most real estate professionals focus only on properties—we go beyond. With a deep background in financial markets, we offer a broader perspective, helping investors explore not just real estate, but also strategic financial instruments that align with their goals. Whether you’re looking for direct property investments, a diversified portfolio mix, or real estate-backed securities, we provide expert guidance that maximizes returns while managing risk.

More Than Just Real Estate – A Smarter Approach to Investing

These are the concepts that shape our distinctive culture & differentiate us from others. They
true the unique spirit of our Firm guide the behaviors that enable us to deliver the promises
we make to our clients and our people.

Service Process

At Refis our culture comes to life through three core values:

High-Yield & Value Stocks, Funds, ETFs, and Bonds – Alternative ways to grow wealth.

Real Estate-Backed Securities – REITs, MBS, CMBS, and Real Property Funds for real estate exposure without direct ownership.

Customized Portfolio Strategies – A balanced mix of real estate and financial markets for stability and profitability.

Expert Guidance for Financial Market Professionals

For professionals in the financial sector, we offer specialized insights into real estate investments. We speak the same language, providing research, analysis, and advisory services tailored to:

Real Properties Behind Financial Securities

Assessing the real estate fundamentals behind REITs, MBS, CMBS, and ETFs.

Investment Strategies for Portfolio Diversification

Blending real estate with financial assets for optimal growth.

Professional Real Estate Assistance

Market insights, deal structuring, and risk analysis designed for financial experts.

With our unique blend of financial and real estate expertise, we provide a holistic investment approach, ensuring that your money works where it performs best.