Real estate services for the whole person

Each client comes to meetings with Alex Ruggieri with vastly different experiences, backgrounds, and needs. In his work with you, he’ll look at your stage of life, unique goals, and dreams for the future to create your real estate strategies. And it’s this personalized attention and out-of-the-box thinking that makes all the difference in your results.

Alex provides holistic real estate services that help you maximize your benefits and make smart investments for your future and future generations.

Services

  • Buy/Hold Strategies + Transaction Strategies for Individuals, Corporations, and Family Offices.

    Alex works one-on-one with clients, either locally in Illinois or by flying to their location across the U.S., counseling them on buy/hold strategies and structuring their transactions for maximum reward.

    To reach desired results, real estate strategies must be structured to give you the benefits you’re seeking. Alex recognizes there are so many ways to structure a transaction. From all-cash transactions to transactions that help you diversify your portfolio in terms of property type or geography, he understands the right transaction structures to maximize your benefits.

    For buy/hold strategies, Alex carefully analyzes the economy, market trends, and interest rates, as well as the nature of your investments, elasticity, and risk tolerance.

  • Capitalization Rates, Interest Rate Strategies, Internal Rate of Return, Rent vs. Buy Scenarios

    Capitalization rates are the measuring stick for all asset classes, and Alex helps you leverage this metric to classify your real estate portfolio and determine the rate of return.

    When you’re analyzing an investment, you need to weigh all factors carefully. Alex considers if a property is a good investment for you based on where you are in your life. There are different strategies to build wealth or preserve it, and Alex knows which investments will yield the benefits you seek.

  • Multi-Family, Industrial, Self-Storage, Medical Offices, and Other Asset Classes

    For family offices, smart acquisitions are the key to reaching your goals. Alex looks at different asset classes and leverages his network to find sought-after off-market transactions. With connections to every major market in the U.S., Alex has the network and knowledge to help you acquire asset classes like multi-family, industrial, self-storage, and medical offices.

  • Mortgages, Capital Formation Strategies

    With so many ways to assemble transactions, Alex recognizes that financing encompasses much more than traditional mortgages. He helps his clients with capital formation strategies and approaches beyond conventional methods.

  • Valuation Counseling, Appraisals, Marketing

    The best way to sell your property is through valuation. Alex makes this process seamless, offering valuation counseling, connecting you with appraisers to document the property value, and marketing the asset on a local, regional, and national level.

  • Sec. 1031 Exchanges

    Through like-kind Sec. 1031 exchanges, Alex helps you discern if your transaction merits considering a tax-deferred Sec. 1031 exchange. Next, he helps you strategically move through the process.

  • New or Existing Real Estate Development, Economic Development Strategies

    A sense of place is the very heartbeat of any community. From economic development committees to real estate developers, Alex has worked with a variety of clients to consult on placemaking projects across the U.S. Whether you’re creating a neighborhood from a new real estate development or revamping an existing one, Alex can assist with all aspects of placemaking on a one-time or retainer basis.

  • When Alex helps you sell a property, he strategically showcases it through his vast number of connections and media platforms across the U.S.

    To view all of Alex’s available listings, visit Northstar Equities.

Book your consultation with Alex today to learn how to reach your real estate goals.

Case study

Assisted living community purchases best-fit building site.

A client in the assisted living space could purchase a plot of land for $900K. Alex guided them to buy a different parcel just across the street. It was under foreclosure, and they saved $600K in their transaction.

By choosing this new site, they not only saved money—but the location is much better, too. The assisted living community is now next to a hospital clinic, making it easy for residents to receive medical attention.

Case study

Champaign County Public Health (CCPH) saves $10MM.

CCPH came to Alex with a plan to build a new structure for $15MM. Through real estate counseling, Alex showed them how they could instead purchase and renovate an existing building. They structured the transaction with low-cost bond financing, saving $10MM against their original plan.

Their purchase included more than 400 parking spaces, and they even had enough extra spaces to lease out, making money on the investment. Today, the land they purchased is worth more than they paid for the entire project. That’s what we call an excellent real estate investment. 

“As owner and CEO of Cass Concepts, a marketing company that assists businesses to strategize and implement their creative visions, I have worked with many business owners and professionals over the years.

One of my clients, a high net-worth family, asked me to spearhead marketing for their real estate development.  Through this association, I had the occasion to meet and work with Alex Ruggieri.

Alex is a consummate professional and at the top of his game in real estate.  He has worked tirelessly to help achieve goals for the development.  He helped attract and build a hotel and an assisted living center to the area, secure curb cuts from IDOT, and a host of other valuable contributions to our success with this client.

He knows his craft, and his counsel has proven very valuable over the years. I would wholeheartedly recommend Alex to anyone needing professional assistance with their real estate.”

—Cassi Yoder, Cass Concepts

Your dedicated real estate counselor.

In addition to the services listed on this page, Alex’s consultancy works with individual clients and organizations on their custom real estate goals. There’s no task that is too small or too complex for Alex to handle.

Through market-driven solutions and holistic strategies, Alex is committed to helping you reach your goals of building wealth and preserving it for future generations.

Book your consultation call with Alex to learn how he can provide you with world-class service and personalized results.