Every engagement at New Trade begins with underwriting, not a sales pitch. We build the investment thesis first — market fundamentals, cash flow modeling, risk exposure — and only then talk about a specific property or fund structure. The four service lines below reflect where investors typically enter that process.
FOR INDIVIDUAL & FAMILY INVESTORS
Investment Strategy & Portfolio Design
You get a documented investment thesis and a portfolio plan matched to your risk profile and timeline.
- Goal and risk assessment
- Market and asset-class selection
- Portfolio construction
- Ongoing rebalancing guidance
- Quarterly strategy reviews
Strategy session, two people reviewing chartssube: uploads/svc-strategy.jpg
Underwriting model on a laptop screensube: uploads/svc-analysis.jpg
FOR ACTIVE BUYERS
Deal & Market Analysis
You get an independent underwriting review before you commit capital to any single property.
- Comparable market analysis
- Cash flow and cap rate modeling
- Risk flagging
- Negotiation support
- Closing checklist
FOR FUNDS, FAMILY OFFICES & INSTITUTIONS
Institutional Advisory & Fund Structuring
You get advisory support for structuring real estate allocations at fund or institutional scale.
- Allocation strategy
- Entity and fund structuring guidance
- Due diligence coordination
- Reporting frameworks
- Investor communications support
FOR INVESTORS READY TO DEPLOY CAPITAL
Acquisition & Off-Market Sourcing
You get access to vetted opportunities before they reach the open market.
- Off-market sourcing
- Preliminary underwriting on sourced deals
- Introductions to vetted local operators
- Ongoing opportunity alerts
How We Work
01
Discovery call
02
Strategy or deal review
03
Recommendation with documented underwriting
04
Ongoing advisory relationship
Common Questions
Is there a minimum portfolio size?
No fixed minimum for strategy engagements; institutional advisory typically begins at larger allocation sizes — we'll tell you plainly on the first call.
How long is a typical engagement?
Deal reviews are a single engagement; strategy and institutional advisory are typically ongoing quarterly relationships.
How do fees work?
Fee structure depends on the service — flat, retainer, or fund-level — and is confirmed in writing before any engagement begins.
Does New Trade handle the transaction itself?
No. We advise on strategy and underwriting; you and your own transaction counsel and brokers handle the closing.