At Institutional Broker of Record Services, We enable institutional operators to transact across state lines—no new entities, no multi-state licensure.
We provide the legal infrastructure to support acquisitions, dispositions, and portfolio management in 35 states—allowing you to stay client-facing while we manage backend compliance.
Active participation in every investment
Transparent performance reporting
Conservative use of leverage
Fiduciary responsibility to Limited Partners
Third-party financial reviews as required
Each fund includes a defined distribution waterfall, ensuring that CORELINE is only compensated after delivering value to investors. We co-invest alongside our LPs to further align interests and demonstrate conviction in our strategies.
I started Institutional Broker of Record Services to solve a problem I encountered time and again: experienced operators with serious deal flow—but limited by state licensure.
With a brokerage license in 35 states and decades of experience in investment real estate, fund operations, and asset disposition, my role is simple: to provide the legal infrastructure and oversight institutional clients need to scale without friction.
Our model is built to operate discreetly, efficiently, and in full compliance with state and federal regulations. We stay in the background so you can stay client-facing—closing deals, managing relationships, and moving at the speed of execution.
If you’re expanding your footprint, disposing of assets across multiple states, or simply need a compliance-ready framework for your next transaction, we’re here to support your growth.
We are currently licensed in the following 35 states:
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, NV, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI
Our multi-state coverage gives institutional operators freedom to scale without licensing aggregation — one broker, one point of contact, 35 states.
At Institutional Broker of Record Services, we empower industry-leading real estate operators—including institutional funds, REITs, private equity firms, hedge funds, build-to-rent sponsors, portfolio managers, and disposition teams—to expand across state lines without the burden of establishing new entities or securing additional licenses.
Our platform supports commercial, multifamily, and institutional SFR portfolio acquisitions and dispositions with a compliant, streamlined model built for institutional execution.
Led by Edward P. Huletz, a licensed real estate broker in 35 states and a trusted expert in institutional transactions, our firm was built to solve a common industry challenge: qualified clients ready to move forward—but without the licensure needed to legally operate in new or multiple states.
With decades of experience in investment real estate, fund operations, and institutional asset disposition, Edward brings the urgency, confidentiality, and professionalism required to navigate high-stakes deals. Every service we provide is designed to protect your client relationships, simplify compliance, and keep transactions moving—without regulatory delays or exposure.
We don’t compete—we enable.
You remain the listing agent of record in all marketing, client communication, and negotiations.Our Broker of Record services are discreet, efficient, and fully compliant with state licensing
requirements—while keeping your brand and client relationships at the center of every transaction.
Whether you’re managing a fund, overseeing a disposition strategy, or coordinating multi-state acquisitions, we provide a reliable, professional, and scalable solution built to work behind the scenes.
We are currently licensed in the following 35 states:
AL, AR, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NJ, NM, NY, NV, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI.
Our multi-state coverage gives institutional operators freedom to scale without licensing aggregation — one broker, one point of contact, 35 states.
Need access in a state not listed?
Let us know—our coverage is expanding based on client demand.
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