Managing your nonfinancial assets

Specialty assets – also known as nonfinancial or real assets – offer you another way to diversify your portfolio. These assets may include farms, ranches, real estate, closely held businesses or natural resources rights. They can offer significant upside potential but also present oversight and administrative challenges.

From acquisition and sale support to management oversight to succession planning, the U.S. Bank Specialty Asset Management Group can help provide effective stewardship of your specialty assets.

Specialty real assets

Farm and ranch management

Whether you need us to manage your farm, serve as your trustee or act in another capacity, we’ve got you covered. We’ve managed farms and ranches for more than 65 years. Our team supervises more than 2,700 farms covering over 460,000 acres.

Real estate management

As a real estate owner, you’re impacted by factors such as local market conditions, shifting market cycles and a changing economy. You also may need help with repairs, renovations and maintenance; management and leasing; administration of property taxes, insurance and loans; and sales. Our team can oversee every detail of residential, commercial, multifamily property and land management.

Closely held assets

As a holder of assets in a business, you may need a third-party business appraisal, a succession plan, asset acquisition or sale support, or asset oversight and monitoring. Our team guides a wide array of equity interests, including closely held corporations, partnerships, limited liability companies (LLCs), business trusts and joint ventures.

Natural resources

When you have oil, gas or mineral holdings, you can look to us to help you assess market conditions and effectively position your holdings in the current environment. Our team works with key industry partners and applies technology and other innovative resources to inform our recommendations.

A dedicated team to help manage your specialty assets

For decades, our Specialty Asset Management Group has helped clients like you manage their specialty holdings. Contact us to discuss your specific needs and learn how our team can provide guidance on the management of your nonfinancial assets.

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Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

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Farm and ranch landowners run several risks when they fail to make a transition plan.

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Smart land management is crucial for farm owners. Learn how to get the most out of this specialty asset.

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Disclosures

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Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

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For U.S. Bank:

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.

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Non-financial specialty assets, such as real estate, farm, ranch and timber properties, oil, gas and mineral interests or closely-held business interests are complex and involve unique risks specific to each asset type, including the total loss of value. Special risk considerations may include natural events or disasters, complex tax considerations and lack of liquidity. Specialty assets may not be suitable for all investors.