Bassick Advisors
INDUSTRY LEADERS
Strategic Real Estate Advisory for Wealth
Managers, Estate Attorneys & Family
Office Professionals
• Sold The First Single Family Home Over $100m in U.S. History
• America’s Top 250 Real Estate Professionals & Top 100 Agents in the U.S. - Wall Street Journal
• Best-Selling Author Of Luxury Home Selling Mastery
• “Top 40 Influential Business Women” - Business Journal
• Top Real Estate Brokers 2025 by Boston Magazine
Bassick Advisors
WHO WE ARE
Strategic Real Estate Advisory for Wealth Managers, Estate Attorneys & Family Offices
Catherine Bassick Co-Founder & Managing Partner
Michael Bassick Co-Founder & Managing Partner
Co-Founders, Trust & Estates Division at Douglas Elliman Real Estate
Over 20 years advising ultra-high-net-worth individuals, institutions, and fiduciaries
Deep expertise across Greater Boston, the San Francisco Bay Area, and key national markets
A strategic partner to wealth advisors, estate attorneys, and family offices—serving as your
Chief Investment Officer of Real Estate
Estate Planning & Estate Settlement Support
Bassick Advisors
WHY REAL ESTATE NEEDS STRATEGIC ADVISORS
Real estate—often the most emotionally charged and under-leveraged asset class—demands specialized expertise.
• Typically represents 30%–60% of ultra-high-net-worth portfolios
• Illiquid, nuanced, and high-stakes
• Your clients need insight—not just brokerage
Bassick Advisors
ACTING AS YOUR CLIENT’S REAL ESTATE CIO
We serve as the Chief Investment Officer of Real Estate for your client network:
• Strategic portfolio analysis & income mapping
• Identification of alternative asset classes: conservation land, income-producing assets, DSTs, 1031s
• Cross-border and complex asset planning
• Elite representation in buying/selling with total discretion and powerful negotiation
• Market intelligence across luxury and alternative use assets
Land Planning & Development Model
Bassick Advisors
COMPLEX, HIGH-STAKES
ADVISORY
We advise on sensitive, high-value real estate matters:
• Estate valuation, land division, and equitable disposition
• Conflict resolution during probate, divorce, and generational transitions
• Charitable real estate strategies, including MAI appraisals, IRS-compliant documentation, strategic timing, charitable remainder trusts (CRTs), conservation easements, and mission-aligned giving
• Unlocking highest and best use for legacy and underutilized holdings
Bassick Advisors
TURNING STATIC PROPERTY INTO DYNAMIC STRATEGY
A case study in repositioning legacy real estate into a disciplined, high-performing asset within a structured, tax-efficient framework
• Before: Legacy assets with no income strategy and growing family friction
• Strategy: LLC structuring, asset repositioning, and the implementation of clear governance
• After: 30% IRR improvement, enhanced tax efficiency, and intergenerational clarity
Hidden Risks of Real Estate
Bassick Advisors
THE HIDDEN RISKS OF REAL ESTATE
Even exceptional portfolios can carry hidden risks:
• Conservation Easement Pitfalls (IRS scrutiny, valuation issues)
• Illiquidity & over-concentration
• Poor estate planning → forced sales & tax penalties
• Missed tax efficiencies: 1031, DST, cost segregation
• Operational mismanagement
• We help to mitigate these risks through expert planning, defensible valuations, and coordinated execution.
