ASPEN
Private Real Estate Advisory

An advisor for the real estate side of your balance sheet.

Aspen provides families and family offices with standing oversight of their commercial real estate. Reporting, cost, and returns, managed with the same discipline as the rest of their wealth.

Request an introduction
The unmanaged side

Most families manage their equities. Few manage their real estate.

A family's securities are watched daily, allocated, benchmarked, and reported on a single statement. The real estate often is not. Properties acquired across decades sit in separate entities and partnerships. Statements arrive from a dozen managers in a dozen formats. No one holds the consolidated view.

The result is familiar to nearly every family we meet: the largest, most complex side of the balance sheet is the one without an advisor.

The Aspen answer

A standing advisory relationship.

Aspen takes the seat that has been empty: a single point of accountability for the real estate on your balance sheet.

Reporting

Consolidated, advisor-grade reporting across every holding and entity. One view of the portfolio, maintained continuously.

Cost

Oversight of operating expenses, fees, and management arrangements. Knowing what the portfolio costs to run, and whether it should.

Returns

Performance measured property by property and as a whole, benchmarked against the portfolio's purpose, and translated into strategy.

Who we serve

A limited number of families.

Aspen serves families and family offices holding meaningful commercial real estate, and works alongside the attorneys, CPAs, and wealth advisors who counsel them. We deliberately keep the practice small. Engagements typically begin by introduction.

Principals

Bowen Cardoza & Franko Roque

Bowen Cardoza

Bowen's practice has centered on commercial brokerage and the long-term positioning of family-held real estate. [CONFIRM WITH BOWEN: bio details, credentials, years of experience]

Franko Roque

Franko's background is in commercial real estate brokerage, with particular depth guiding families through 1031 exchanges into commercial property. [CONFIRM WITH FRANKO: bio details, credentials, years of experience]

Begin a conversation

By introduction.

If Aspen sounds like the seat your family has been missing, we would welcome a conversation. Introductions through your existing advisors are preferred, but a direct note is equally received.

Thank you. We will be in touch shortly.

Or write to us directly: [CONFIRM: contact email]