Real Estate Investment

It all begins with a dream of buying a property. Maybe you want to live in Europe, or by the beach. Maybe you want to turn your savings into concrete. Or maybe you have an idea of investing in real estate investment funds. Whatever it is, we can help you to make the right decision.

Our Real Estate Services

  • Having a rental property, whether it be short-, mid- or long-term rental, is a sound part of many investment strategies. Proper financial rigor and due diligence are necessary both when you acquire the property as well as in daily management, to make sure it is a profitable enterprise.

    Our real estate experts can help you assess the real estate market across countries, cities and neighborhoods to identify attractive investment opportunities. We can help you put together a financial model to project your year-on-year cash flow and your overall return on investment. We can also provide you with advice and practical support on acquisition and management transactions, e.g. buying the property, setting up rental contracts, and identifying vendors to help manage the property.

  • Some investors prefer not having their money tied up in long-term property investments, but rather in netting attractive short-term gains from buying-fixing-selling a property.

    To do this successfully, our experts can help you: Identify and assess the right property in a given market; Acquire the property; Maximize remodeling impact while minimizing costs; Maximize resale value while minimizing transaction costs; Optimize tax setup to maximize profit retention.

  • A growing number of investors are pursuing real estate opportunities as part of an investor group: This can be family members, a group of friends, or a group of unrelated investors. This approach provides access to larger-scale real estate opportunities while splitting the costs and sharing the risks.

    Our experts can help you: Identify and assess fractional ownership opportunities; and assess and setup the right legal framework (contracts) to ensure that you and your investment are protected.

  • As part of a retirement plan or lifestyle choice, many individuals consider buying a second home: This is usually in a real estate market they are not as familiar with, which can lead to hesitation and not always making the best real estate choices.

    Our real estate experts can help you invest with confidence by supporting your secondary home acquisition every step of the way: Assessing the market and the specific property; Projecting cash flows and overall affordability; and supporting the acquisition process, depending on the specific market.

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Real Estate cases from our Learning Blog

Save with the Annual Plan

Ockham Members
$300.00
Every month
$3,000.00
Every year

Get your financials right. Ockham members have two monthly session for financial education and perspective on any topic(s) of their interest within our broad areas of expertise, and a 24/7 live text private chat for on-the-spot questions. This membership also includes access to our growing collection of educational lessons, workshops and exclusive content.


✓ 2x monthly 45min video call appointment
✓ 24/7 live text private chat
✓ Educational content and workshops
One-time Financial Intervention
$500.00
One time

Ad-hoc plan for a specific topic that requires intervention. A series of 3 meetings over a period of a month to drive turnaround on your topic of choice, ensuring that you are empowered to take action on your most pressing concerns. Examples on how this plan is widely used include: education 401(k) IRA choices provided by your employer; act as a sounding board to assess specific portfolio choices within your stock investments.


✓ 3x 45min video call appointments over a period of a month
✓ 24/7 live text private chat during the same month