Real estate investment management is an essential wealth building tool
Real Estate is a significant holding
Real estate comprises the largest portion of an individual's financial portfolio yet most financial decisions are made without thorough financial evaluation, resulting in the largest concentrated risk in a portfolio.
Specialized asset class
Real estate is a specialized asset class and while there are numerous advisors covering specific disciplines there is no strategic advisory widely available that is separate and apart from brokerage, estate planning, tax law, and property management leaving a critical strategic void.
Institutional-Grade Advisory — For Individuals
Casa is the asset management liaison for individual owners, a resource historically available only to large institutional investors, that analyzes real estate whollistically.
A Consolidated Solution
We work with experts across related disciplines to deliver one customized, consolidated solution tailored to your financial goals and risk tolerance.
Evaluate Hold vs. Sell Decisions
We provide clear, institutional-grade analysis so you can make confident decisions about whether to hold, sell, renovate, rent, or refinance.
Improve Income. Reduce Risk.
We assess your performance and returns, identify opportunities to increase income, and find ways to reduce your risk exposure.
Expert Real Estate Advisory Services for Smarter Decisions
Gain clarity on your investment's performance with our detailed cash flow evaluation, tailored to your unique properties.
Identify potential risks in your real estate portfolio and receive expert guidance on mitigating them effectively.
Understand the potential financial returns on your investments through precise modeling and projection tools.
Get tailored advice on when and how to sell for maximum profit, considering market conditions and your personal goals.
Explore refinancing strategies that could lower costs and improve your overall investment returns.
Receive one-on-one consultations to navigate your real estate journey, whether you are a seasoned investor or an accidental landlord.
Meet the Founder
Nina Stone
Founder
Nina Stone is a seasoned finance professional with more than 20 years of experience in the real estate industry. She has worked for some of the largest and most prestigious real estate firms in the world, including Invesco and CBRE Investment Management. Nina is a proven fiduciary for both large institutional and individual investors across the risk/return spectrum, Nina has a track record of executing property-level operating strategies that maximize investor returns. Nina earned her Bachelor of Science in Business Administration with an emphasis in Finance from California Lutheran University in Thousand Oaks, California.