Portfolio advisory
Strategy for owners and investors holding more than one asset — what to keep, what to sell, what to add.
Brokered by eXp Commercial, LLC · Licensed in Arizona
Portfolio advisory, the CCGX way.
CCGX helps owners and investors plan portfolio strategy and growth: repositioning holdings, sequencing dispositions, planning 1031 exchanges and identifying acquisitions that fit.
We underwrite each asset on its own and then look at the portfolio as a buyer, a lender and an owner would.
- Multi-site operators and owners
- High-net-worth investors and family offices
- Owners planning a 1031 exchange or a staged exit
Applies across
The process.
- 01
Inventory
Every asset, its income, its debt and its role in the portfolio.
- 02
Value
An opinion of value for each asset and the portfolio as a whole.
- 03
Plan
Hold, sell, refinance or add — with timing and tax considerations flagged for your advisors.
- 04
Execute
Sales, acquisitions and financing carried out as one coordinated plan.
Start a confidential conversation.
Request a confidential valuation
A private conversation about what your property and operation are worth, and what would move the number.
Start confidentiallyShare your acquisition criteria
Tell us what you are looking for. Criteria join our national buyer network and are matched to listed and off-market opportunities.
Submit buyer criteriaTalk to a specialist
Jake Crawford, (480) 766-2973, jake@crawford.team. Office in Scottsdale, Arizona.
Contact CCGXCrawford Commercial Group (CCGX). Brokered by eXp Commercial, LLC. Licensed in Arizona.