Navigate Complexities with Confidence and Valuation Insight
Strategic Commercial Real Estate Advisory & Consulting
maximize wealth. minimize risk
Your Partner in CRE Wealth Management
At SM RE Inc., we offer fiduciary-level guidance across the lifecycle of commercial real estate ownership. From investment strategy to hold/sell analysis, we help clients make smart, defensible decisions that build and preserve wealth. Our advisory services are built on objective analysis — not sales commissions. We’re not here to push a transaction. We’re here to protect your long-term interests.
Who we serve
Our Consulting Focus
– 01
Asset positioning
Define your asset’s strategic role — hold, sell, refinance, or reposition — based on market data, valuation insights, and long-term objectives.
– 02
Income & valuation forecasting
Objective, appraisal-grade models to project income, estimate future value, and support data-driven decisions across scenarios.
– 03
Investment strategy & portfolio planning
Align your real estate portfolio with long-term financial goals through strategic guidance on asset mix, timing, capital allocation, and risk exposure.
– 04
Tax, estate, and succession considerations
Valuations and advisory support for IRS reporting, gifting, estate transitions, and succession planning — clear, compliant, and conflict-free.
– 05
Distressed or underperforming property advisory
Unlock turnaround options for struggling assets with valuation-led strategies, repositioning analysis, and exit or refinance planning.
🧩 Integrated with Appraisal & Brokerage
Because we offer valuation, consulting, and brokerage under one roof, we can deliver 360° insight and execution. You’ll never be pressured to transact — our role is strategic, not sales-driven.
📍 Local Expertise, Institutional Rigor
Based in Hermosa Beach and serving all of Southern California, our firm brings institutional-grade service to individual and mid-size CRE clients. We understand both the nuance of each submarket and the big-picture trends that affect long-term value.
💼 Need a second opinion or a strategic plan for your real estate holdings?
Contact us to schedule a confidential consultation.