Private advisory for high-earning investors
Luminor provides disciplined portfolio-level oversight and strategic architecture for investors who have acquired real estate as a long-term hedge — and want systems, reporting, and decision structure as the portfolio grows.
Structured reporting standards and a repeatable oversight system, so decisions are made from signal — not noise.
Governance cadence, defined thresholds, and clean documentation so portfolio operations remain consistent as scale increases.
Acquisition and capital allocation decisions anchored to long-term objectives: resilience, optionality, and legacy.
Luminor engagements are designed to establish durable portfolio infrastructure first, then maintain calm, ongoing oversight. All legal, tax, and brokerage activities remain with licensed professionals engaged directly by the client.
Stabilization & Infrastructure Design (60–90 days)
Lease/documentation audit, reporting framework, baseline metrics, governance cadence, and system configuration guidance.
Ongoing Portfolio Oversight
Monthly review of performance and reporting integrity, variance analysis, and oversight of process compliance.
Strategic Retainer
Acquisition evaluation, capital deployment strategy, scenario modeling, and quarterly strategic planning.
Luminor maintains a limited client roster. If you’d like to discuss portfolio architecture and oversight, email directly.
Principal: Melissa Liptak
Email: inquire@theluminoradvisory.com