Real assets are tangible, non-financial specialty assets that offer financial benefits while helping to diversify your overall investment strategy. This asset class includes commercial real estate, farmland, timberland, energy interests, and private businesses, and offers increased return potential and lower volatility for investors. Integrating, managing and optimizing real and tangible assets can help strengthen your wealth strategy today and into the future.

The Bank of America Specialty Asset Management (SAM) team offers the strategic insight and specialized expertise required to manage and maximize investment potential. Today, the team manages client assets with a total asset value of over $13 billion.

Commercial Real estate

• Full-service asset management of commercial real estate properties in fiduciary accounts
• Turnkey service for acquisitions of CRE properties as investments
• Annual asset and investment fiduciary reviews
• Property marketing and sales support 

Farmland and ranch services

• Full-service asset management of farms and ranches in fiduciary accounts
• Turnkey service for acquisitions of farms and ranches as investments
• Annual asset and investment fiduciary reviews
• Soil, water and wildlife conservation programs and practices
• Comprehensive land enhancement services
• Development of hunting and recreational land use programs 

Timberland

• Full-service asset management of timberland in fiduciary accounts
• Turnkey service for acquisitions of timber properties as investments
• Annual asset and investment fiduciary reviews
• Comprehensive land enhancement services
• Conservation and environmental management
• Advanced cultivation of forest land
• Identification of alternative sources of income 

Energy Interests

• Customized asset management tailored to client's unique needs and mineral portfolio
• Negotiate oil and gas leases, pooling and unitization agreements, farmouts/term assignments
• Comprehensive mineral accounting for revenue and expense including joint interest billing, authority for expenditures, and ad valorem taxes
• Research ownership interests and ensure interests are correct on new drill division orders
• Conduct annual asset performance reviews

Private business

• Strategic integration and asset allocation
• Specialized private business experience and expertise
• Supporting business owners nationwide
• Due diligence and investment oversight
• Strategic advisory capabilities
• Succession and ownership transfer planning

Specialty Asset Management may be right for you and your financial goals if you are looking to diversify your wealth management plan, balance your investment portfolio and potentially grow and preserve wealth.

Real assets can also define family legacies and help you diversify your investments with exclusive, one-of-a-kind ownership opportunities brought to you by a team of experts who specialize in helping you acquire, manage and optimize real and tangible assets that you can own today and for generations to come.

Specialty Asset Management clients do need to meet certain eligibility requirements:

• For commercial real estate investments, farmland, and timberland, there is no minimum net worth required, though clients should possess at least $1 million in asset value.
• For energy interests, a minimum of $500,000 annual income from the asset is required.
• If you wish to invest in direct ownership of farmland, timberland and/or commercial real estate, a minimum $10 million investment is required, as well as a net worth of at least $100 million.