Real Estate Management

The expertise of your wealth management team extends to overseeing any commercial or residential real estate holding in your portfolio.

With extensive experience in fiduciary property management, we excel at all phases of real estate—acquiring, managing, and selling. We plan and implement management strategies according to your specific needs and income goals.

In addition to commercial and residential real estate, our team can also assist in managing farm and ranch property. Services include creating and implementing plans to take advantage of government agricultural programs, lease management, and overall maintenance, customized to the individual needs of each property and client.

Real Estate Management allows us to:

  • Purchase and sell property
  • Obtain and monitor insurance coverage
  • Conduct regular on-site inspections
  • Contract repairs and maintenance including residential modification for special needs
  • Coordinate the payment of taxes, bills, and assessments
  • Negotiate and enforce leases or rental agreements and to collect payments

 

*Non-Deposit Products: are not FDIC insured; are not deposits; may lose value.

Notices & Disclosures

The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

 

Jefferson Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Jefferson Bank should contact the Texas Department of Banking through one of the means indicated below:

  • In Person or U.S. Mail : 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
  • Telephone No: (877) 276-5554, Fax No.: (512) 475-1313
  • Email: [email protected]
  • (link sends e-mail)
  • Website: www.dob.texas.gov

Investment and Insurance Products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Deposit products offered by Jefferson Bank. Member FDIC

NMLS# 597833

Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity.

Schedule a meeting with a member of our wealth management team (210) 736-7600. Or simply fill out this online form.

Wealth Management Services

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