About

It all started when…

The Inheritor

Meet Sarah Whitman – Portfolio Manager, Whitman Holdings

Profile Snapshot:

• Industry: Commercial Real Estate (Retail & Industrial)

• Role: Inherited Portfolio Manager

• Location: Nationwide

• Annual Revenue: $5M+

• Decision Authority: High, with reliance on trusted advisors

The Situation:
Sarah stepped into her role after inheriting her father’s portfolio. While her financial background gives her a solid foundation, she’s navigating a steep learning curve in real estate operations—while also juggling personal commitments and honoring her family’s legacy.

Top Challenges:

• Limited experience in real estate management

• Overwhelmed by operational decisions and day-to-day issues

• Understaffed, with no internal real estate team

• Emotional and financial pressure to “get it right”

What She Needs:

• A hands-off management model with full transparency

• Strategic support from seasoned real estate professionals

• Confidence in making decisions that preserve value and legacy

Why She Chooses Bayern:
Bayern steps in with the knowledge and execution power Sarah needs. From tenant oversight to compliance and wealth planning, we help her protect her portfolio’s future—so she can focus on what matters most.