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Protect your Portfolio

Your Partner for Informed Investments

TESTIMONIALS

Blaivas & Associates regularly use Sentinel Peak as a part of our comprehensive legal counsel and guidance for our clients. Most recently,  we advised a large Family Office regarding a joint venture for the redevelopment and conversion of a large multifamily NYC asset. The negotiations surrounding the waterfall were highly technical and complex, so we turned to Sentinel Peak to create comprehensive, user-friendly financial models to guide the negotiations. Mr. Newman’s financial modeling skills and experience in this area proved invaluable.

David Y. Beiss, Esq. 

Sentinel Peak helped guide one of our HNW clients through the process of  evaluating a sizeable potential investment. Mr. Newman’s clarity and confidence in sizing up the risks and rewards of this opportunity was very helpful. We greatly appreciated the well-written report which summarized the actionable intel for our executive team. We highly recommend his services.

Eli Fried – Leatherback Investments

As an Owner / Operator of a sizeable portfolio, our team at CSRE is busy with hundreds of details each day. Providing clear updates to our investors is one of those critical tasks, and interacting with Yehuda as he represented an investor highlighted his ability to summarize our business plan quickly and effectively for his clients, which has significantly improved our communications and provided clarity for all of us.

Alan Tress – Principal, CSRE Group

Our Services

Explore our comprehensive services tailored to meet your investment needs and goals.

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Portfolio Tracking

Efficiently monitor your portfolio performance with our expert guidance on quarterly financial reviews. Organize all your investments in one easy-to-access report

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Investment Evaluation

Evaluate new investment opportunities with confidence as we provide clear insights on risks and rewards.

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Client Summary

Receive concise and easy-to-understand summaries of investment deals to make informed decisions.

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ABOUT US

Our Commitment

Sentinel Peak Investors Resource is dedicated to providing top-notch Private Portfolio Management, as well as Independent Investment Screening and Due Diligence services. Our focus is on delivering reliable and comprehensive financial insights to help our clients make informed investment decisions with confidence.

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