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Investor Relations
Made Easy


OUR STORY

Who we are

TwoPointO, a subsidiary of Valeo Financial Advisors, provides investor relations services for real estate sponsors throughout the United States, allowing them to focus on what they do best: develop, acquire, and manage real estate.

WHAT WE OFFER

Our Services

Our range of services enable you to do more with real estate.

DUE DILIGENCE

PORTFOLIO MANAGEMENT

K-1 FACILITATION

REPORTING

CASHIERING

ONGOING RELATIONS

Due Diligence

We hold our due diligence process to the highest standards.  

SPONSORS

We believe working with the right sponsor is one of the most salient factors in real estate investing.

MARKETS

We perform a thorough market analysis for every investment, including demographic demand drivers and a site tour of every prospective property.

ASSETS

We analyze the investment financials, stress the underwriting assumptions, property conditions, and organizational documents to the benefit of the sponsor and its investors.

OUR PROCESS

How it works

After the real estate sponsor has been vetted we can then proceed with further due diligence to discuss potential investment opportunities.

VET

Initial sponsor and pre-investment due diligence processes.

FACILITATE

Cashiering, K-1 distribution, investor report distributions, and cloud organization.

MONITOR

Ongoing quarterly investment updates and annual sponsor due diligence updates.

Why partner with us?

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ASSET CLASS EXPOSURE

The markets we serve.

We have a national reach throughout the United States with oversight in 7 different asset classes.

Our Track Record

>$1 Billion

FACILITATED TRANSACTIONS

>50

INVESTMENT PROCURMENTS

1000+

INVESTORS

A real estate team that knows your business.

Our dedicated team of individuals ensures that our clients and sponsors achieve aligned interests.

Get in touch