Contact Us

Investment & Portfolio Advisory

Transform Your Assets into a High-Performing Portfolio.

Are your real estate holdings truly working for you? True portfolio optimization goes beyond managing properties—it’s about strategic, data-driven decisions that maximize returns, mitigate risk, and build generational wealth. Lions Financial provides the institutional-grade advisory you need to command the future of your portfolio with total confidence.

Request a Confidential Portfolio Review

Strategic Counsel for Sophisticated Asset Holders

We act as a fiduciary partner to discerning investors who require more than standard property management. If you view your real estate as a dynamic enterprise, our advisory services are built for you.

For Private Investors & Syndicators

You've successfully built a portfolio, but now face complex questions: Which assets should I reposition? Where is the best use of my capital? How do I prepare for market shifts?

Our Solution

We provide the analytical horsepower and strategic framework to answer these questions definitively. We help you make confident hold, sell, or refinance decisions that enhance returns across your entire portfolio.
Learn More

For Family Offices & Generational Owners

Your focus is on safeguarding legacy and ensuring prudent, long-term growth. You need a trusted advisor who can navigate complex asset structures and align your real estate strategy with your family’s financial charter.

Our Solution

We act as your dedicated real estate counsel, providing discreet, sophisticated advice on everything from asset performance to succession planning, ensuring your portfolio remains a resilient source of wealth for generations to come.
Learn More

For Corporations with Owned Real Estate

Your properties are often a dormant asset on the balance sheet. You need to unlock that trapped value and optimize your real estate footprint to support your core business objectives.

Our Solution

We analyze your corporate real estate to identify powerful strategic opportunities, such as sale-leasebacks to generate liquidity, consolidations to improve efficiency, or dispositions of non-essential assets to strengthen your financial position.
Learn More

Clarity, Strategy, and Execution for Your Portfolio

Our advisory is not a theoretical exercise. We deliver actionable intelligence and a clear strategic playbook designed to produce measurable results.

Strategic valuation and financial analysis icon showing property value growth

Portfolio Performance Analytics

Stop relying on gut feelings. We perform a forensic analysis of your entire portfolio, benchmarking each asset against the market on key metrics like cash flow, appreciation, and risk-adjusted returns. We identify the winners and expose the underperformers dragging you down.

Strategic real estate asset roadmap icon with house and blueprint

Asset-Level Strategic Roadmaps

Every property has untapped potential. We create a specific, actionable business plan for each asset in your portfolio. This includes detailed hold/sell analysis, value-add renovation plans, debt restructuring recommendations, and leasing optimization strategies.

Capital Allocation & Risk Mitigation

Is your capital in the right place? We develop a disciplined capital allocation plan to guide your future acquisitions, dispositions, and capital expenditures. We simultaneously identify and model portfolio-level risks—from tenant concentration to interest rate exposure—and implement strategies to protect your wealth.

Due diligence and closing management icon with document and checkmark

Institutional-Grade Reporting & Governance

Make critical decisions with absolute clarity. We consolidate all your disparate property data into a single, executive-level dashboard and reporting package. You gain a holistic, real-time view of your entire real estate enterprise, empowering smarter, faster governance.

Your 3-Step Path to an Optimized Portfolio

We’ve developed a disciplined advisory process that translates complex data into a clear and powerful strategic advantage for you.

Advisor reviewing real estate documents with a small model house and keys on the table.

Step 01. Deep-Dive Analysis & Goal Alignment

Our engagement begins with a comprehensive audit of your holdings—financials, debt, leases, and operations. We then work closely with you to understand your personal and financial objectives, defining what success looks like for your portfolio.

Step 02. Strategic Road mapping & Formulation

Armed with data and a clear understanding of your goals, we craft a comprehensive, long-term portfolio strategy. This roadmap includes specific, prioritized recommendations for each asset and a clear plan for capital allocation and risk management.

Tablet displaying analytics dashboard with charts used for portfolio performance tracking.

Step 03. Ongoing Advisory & Performance Tracking

A strategy is only valuable if it’s implemented. We remain your partner, helping you execute the plan, continuously monitoring asset performance against strategic goals, and making dynamic adjustments as market conditions evolve.

Insights to Help You Make the Right Move

Explore curated articles that simplify the selling process, offer strategic guidance, and help you maximize the value of your property.

View Insights

Challenges of Acquiring Commercial Property in NYC: Why the Right Partner Matters

Acquiring commercial property in New York City is a milestone that combines ambition with opportunity. Yet, the complexity of the market—from fluctuating prices to intricate zoning laws—requires more than enthusiasm.

Read More →

How Rezoning Efforts Are Impacting Commercial Real Estate in Queens, NY

Rezoning in Queens, NY, is transforming the commercial landscape, creating new investment opportunities and reshaping neighborhoods to accommodate increasing economic growth.

Read More →

Is Your Portfolio Working as Hard as You Are?

Gain the strategic clarity you need to unlock hidden value, mitigate unseen risks, and make confident decisions. Schedule a confidential, no-obligation review of your real estate portfolio with our senior advisors today.

en_USEnglish
zh_CN简体中文 es_MXEspañol de México ru_RUРусский fr_FRFrançais hi_INहिन्दी en_USEnglish
Scroll to Top
LIons Financial

Ariel Tavor

Principal

Ariel Tavor is the Founder and Principal Managing Director of Lions Financial. His agenda for Lions Financial is to provide his clients a service that maintains the highest professional value. Specializing in the Business-to-Business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management. Ariel works with CEO’s, Capital Investment funds, and Boards of Directors where he advises his clients in matters of Executive compensation, Business Plan Design, Mergers & Acquisitions, Due Diligence, and Asset Financing.

Ariel has 10 years of experience in the financial services industry. He has worked in insurance and investment companies to analyze client’s financial and make suggestions on allocations based on defined objectives as well as maintaining long term relationships. Ariel’s comprehensive experience has allowed him to work closely with CEOs of companies and their executive teams from diverse industries such as trucking, hospitality, commercial real estate, Insurance, manufacturing, and technology. He has helped lead companies through the challenging decisions around – Buy-Sell Agreements, Deferred Compensation, Employee Group Benefits, Succession Planning, Mergers and Acquisitions, Valuations, and Business Sales.

Ariel currently oversees their family office investment group and sits on the Board of Directors of several companies and real estate developments. Their Investment group controls a portfolio of companies in multiple industries. They collaboratively have holdings in companies specialized in – Automotive Distribution- Real Estate Asset Management- Corporate Travel- Ink Mailing Manufacturing, E-Commerce, Financial Services, Management Consulting, Enterprise Technology, and Food Concepts. In recent years there has been a transition into fund allocation towards limited partnership investments in Venture Capital, Private Equity, and REITS within individual underwriting opportunities.

TOP 40 UNDER 40

Leadership Recognition

Ariel Tavor is the founder and principal managing director of Lions Assurance Financial. His agenda for Lions Assurance Financial is to provide his clients a service that maintains the highest professional value. Specializing in the business-to-business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management.

TOP 100 PEOPLE IN FINANCE

Industry Recognition

Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family owned businesses, and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and speciality finance firms.​

Exeleon

Leadership & Business Feature

What is the fundamental difference between a buoyant company and a not-so-good one, when all the factors are the same?
The reply is simple- expeditious actions. It is the outcome of the ability to form an idea about the situation, find a perfect response,
and then act accordingly. And all that, without an iota of hesitation. Companies that belong to the second group are known to lack this decisiveness, which sprouts from an absence of clarity in vision or rather the faculty of processing the steps mentioned above.​

The Silicon Review

50 Smartest Companies of the Year

An effective risk management consultant will help individuals and organizations evaluate their risks and develop a plan to counter their losses. Risk management is a complex process, and there is no one-size-fits-all process that all consultants can use. However, there are certain conventional methods that a consultant will use to help you protect your organization from risk. A risk management consultant should be capable of identifying the unique risk that your business is exposed to and carefully evaluating the scenarios. One of the most critical steps in the risk management step is to discover and list all the expected and unexpected risks. There are various advisory firms that can help you mitigate risk and take care of your business’s financial aspect, but one firm that stands out from the rest is Lions Financial. The company is an independent financial services & business advisory firm based in New York. In conversation with Ariel Tavor, Managing Director of Lions Financial. Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family-owned businesses and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and specialty finance firms.