Our Approach

The Carlson Company, Inc. takes a "STRATEGIC" rather than a transaction-based approach to business engagements with our clients. We begin with a core analysis and determination of why (and if) our clients should or should not make a change to their current situation. This is a key differentiator between The Carlson Company, Inc., and other real estate brokers and wealth related service providers. We don't advocate selling your property or moving capital simply because we can, we only advocate selling your property or moving capital if there is a justifiable reason to enhance your financial goals.

In most instances, as a starting point, we will recommend that a comprehensive financial analysis of a client's existing portfolio of real estate holdings be completed. On the real estate side we will look at the four (4) primary "engines" that impact the overall investment returns of real estate.

These include:

• Pre-Tax Cash Flow
• Income Tax Burden on Pre-Tax Cash Flow
• Debt/Loan Impact on Investment Yield
• Appreciation Considerations

For those clients seeking Comprehensive Wealth Building Services we examine a client's entire financial situation including real property and investment holdings in all asset classes.  Following the initial consultation we assess "STRATEGIC" options, logistical/processes and areas of potential risk.  A clearly defined written plan with a timeline will be drafted for final review and approval.

The chosen strategy/plan will be executed within a tight and accountable timeframe as deemed appropriate. The Carlson Company, Inc., is uniquely qualified to handle every aspect and detail of an assignment within the scope of Our Core Services.

A no-cost consultation will almost always be the starting point of an engagement with The Carlson Company, Inc.

It is imperative that a regular investment/portfolio review (usually annually) is completed. Periodic adjustments (many minor) must be made to optimize investment returns.  On the real estate side, capital-equity allocation is paramount in achieving top results.  The significance of being "properly" invested cannot be overemphasized.

"The reality is there are a multitude of considerations that must be regularly reviewed and analyzed to determine if the return on your invested real estate capital-equity is being optimized. The net benefit will be increased returns and accelerated growth of capital-equity. The dollar amount of this net benefit over time is much more than most real estate investors realize. Unlike stocks, investment real estate returns can usually be controlled and projected with a higher degree of certainty."

Mike D. Carlson, President, The Carlson Company, Inc.