Portfolio Intelligence
See every asset, exposure, concentration, and opportunity through one institutional command surface.
By invitation · Estate intelligence
The intelligence layer for exceptional real estate.
AURUM transforms the complexity of premium property into clear, actionable intelligence for principals, family offices, and institutions.
- $40B+
- Assets analyzed
- 28
- Markets covered
- 100%
- Expert validated
- 24/7
- Intelligence access
The AURUM platform
One intelligence layer. Every decision made clearer.
A proprietary command surface for the assets, portfolios, and decisions that matter most.
Digital Asset Passport
A verified, portable profile for ownership, financials, ESG, governance, and investment readiness.
AI Advisory Agents
Always-on intelligence that turns complex property data into prioritized recommendations.
Institutional Reporting
Board-ready reports built for investment committees, principals, and executive decisions.
Intelligence products
Asset Intelligence Assessment™
AI and expert-led analysis of a single asset with an Asset Intelligence Score™.
Investment Readiness Assessment™
Evaluate financial, governance, legal, and institutional readiness.
Asset Strategy Blueprint™
Executive strategy across hold, sell, renovate, redevelop, reposition, and refinance.
Capital Intelligence™
Connect institutional investors with high-quality opportunities through intelligent matching.
Market Intelligence Subscription™
Continuous luxury and institutional market intelligence across priority locations.
Institutional Due Diligence™
Enterprise-grade document review, risk assessment, and asset verification.
Who we serve
Intelligence for those who steward exceptional assets.
AURUM brings the rigor of institutional analysis to the people and organizations shaping the future of real estate.
Principals
Clarity across the assets that define your legacy, with private intelligence for the decisions only you can make.
Family Offices
Institutional-grade visibility across portfolios, risk, capital allocation, and generational strategy.
Institutions
A trusted intelligence layer for acquisitions, development, asset management, and investment committees.
AURUM × Areté
Intelligence paired with judgment.
When the stakes are institutional, our senior advisors translate intelligence into decisive action.
01
Asset Intelligence Advisory™
Strategic advisory for premium developments and institutional portfolios.
02
Portfolio Optimization Advisory™
Improve portfolio performance using AI intelligence and expert recommendations.
03
Capital Structuring Advisory™
Support for raising institutional capital and preparing investment opportunities.
04
Investment Strategy Advisory™
Assist investors in identifying and evaluating premium real estate opportunities.
05
Digital Transformation Advisory™
Support organizations adopting intelligent asset management and digital workflows.
06
Executive Intelligence Workshops™
Private workshops for boards, executive teams, and investment committees.
Platform Access
Partnership tiers for every mandate.
Every engagement is tailored to your assets, governance, and objectives. Our team will structure the right partnership with you.
Intelligence Essentials
Small portfolios
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- Asset Intelligence Assessment™
- Digital Asset Passport™
- Market Intelligence access
- Standard reporting
Professional
Developers & agencies
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- Everything in Essentials
- Portfolio Intelligence Assessment™
- Investment Readiness Assessment™
- Priority expert validation
Most requested
Enterprise
Institutional portfolios
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- Everything in Professional
- Institutional Due Diligence™
- Capital Intelligence™
- Dedicated advisory team
Sovereign
Governments, SWFs & pension funds
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- Everything in Enterprise
- Executive Intelligence Workshops™
- Custom intelligence frameworks
- White-glove global service
The engagement
A considered path from question to clarity.
Every AURUM relationship begins with a precise understanding of what you need to know next.
- 01
Assessment
A private conversation to understand your mandate, portfolio, and objectives.
- 02
Needs Analysis
We map the intelligence, reporting, and advisory requirements behind your decisions.
- 03
Tailored Proposal
A precise engagement designed around your assets, team, and investment horizon.
- 04
Activation
Secure onboarding turns intelligence into a continuous operating advantage.
Private access
Request your Intelligence Assessment.
Tell us what you are stewarding, what you are deciding, and where greater clarity would create the most value.