Services

We’re for commercial real estate investors and business leaders seeking novel insight matched with skilled execution.

Services for Investors
in Real Estate


We've designed investment services for REIT’s, syndicators, private companies, partnerships, family offices, and high-net-worth individuals. These services are for those who own portfolios of commercial real estate. 

For clients considering the sale of assets on or off-market or acquiring assets that are on or off-market, we provide advisory, marketing, and transaction services tailored for investment sales.

Not all investment services are transaction oriented. We provide valuations and advice on internal investment and asset management decisions such as asset value, financing, capex, value-add opportunities, and lease optimization.

In some circumstances, we provide advisory, marketing, and transaction services for the leasing of existing real estate. This includes repositioning existing assets and new development.

Like investment services, not all Leasing services are transactional. We advise on lease terms, leasing strategy, tenant-mix, lease optimization, asset repositioning, and new development.

 

Services for Occupiers
of Real Estate


We've designed services for senior business leaders, owners, and entrepreneurs ranging from well-established local enterprises to national companies who are buying, selling, or leasing commercial property for the operations of their business.

These clients have unique decision-making criteria that are empirically different from an investor.

We help expand, optimize, and reassess a company’s real estate footprint based on enterprise requirements and empirical analysis.

Business leaders who own their real estate understand that owning commercial real estate is a business unto itself. We help these companies with decisions related to valuation, financing, asset management, and long-term planning. This includes sophisticated marketing and advisory services for sale-leasebacks, vacant sales, and property acquisitions.

In some circumstances, we help tenants with all aspects of leasing and tenant representation. For more information, see below.

Investor Advisory and Brokerage Services

  • Competitive and SWOT Analysis

    Zoning Review

    Determining Highest and Best Use

    Determining Expansion Potential

    SWOT, Gap, Mapping and Demographic Analysis

    Preliminary Due Diligence Coordination

    Lease Review and Assessment

    Financial Analysis, Valuation, and Proforma Development

    Opinion of Value

    Portfolio Valuation

    Pricing and Marketing Strategy

    Prospecting

    Document Preparation

    Bid Review and Comparison

    Negotiations and Deal Structuring

    Transaction Management

  • Market Research and Analysis

    Opportunity Sourcing and Identification

    Competitive Site Review

    SWOT, Gap, Mapping and Demographic Analysis

    Market Risk, Tenant Risk and Leasing Risk Review

    Lease Review and Assessment

    Financial Analysis, Valuation, and Proforma Development

    Opinion of Value

    Negotiation and Deal Structuring

    Document preparation

    Environmental Analysis Coordination and Review

    Building Condition Analysis Coordination and Review

    Financing Coordination and Review

    Zoning Review

    Transaction Management

    Partnership Identification and Coordination

    Determining Highest and Best Use

    Determining Expansion Potential

  • Competitive Analysis

    Zoning Review

    Determining Highest and Best Use

    Determining Expansion Potential

    SWOT, Gap, Mapping and Demographic Analysis

    Market Risk, Tenant Risk and Leasing Risk Review

    Market Valuation and Pricing Strategy

    Target Market Development and Leasing Strategy

    Marketing Strategy Development

    Prospecting

    Document Preparation, Review and Offer Comparison

    Covenant Review and Due Diligence

    Transaction Management

    Lease Negotiations

    Request for Proposal Development

    Proposal Review and Comparison

    Lease Review and Assessment

  • Concept Plan, Design and Site Review

    SWOT, Gap, Mapping and Demographic Analysis

    Determining Highest and Best Use

    Determining Expansion Potential

    Zoning Review

    Market Risk and Leasing Risk Review

    Environmental Analysis Coordination and Review

    Financing Coordination and Review

    Competitive Analysis

    Target Market Analysis

    Leasing Strategy

    Marketing Strategy

    Financial Analysis and Proforma Valuation

 

Business Advisory and Brokerage Services

  • Competitive Analysis

    SWOT, Gap, Mapping and Demographic Analysis

    Zoning Review

    Determining Highest and Best Use

    Determining Expansion Potential

    Due Diligence Coordination

    Opinion of Value

    Portfolio Valuation

    Pricing and Marketing Strategy

    Prospecting

    Document Preparation and Review

    Bid Review and Comparison

    Negotiations and Deal Structuring

    Transaction Management

  • Needs Analysis

    Opportunity Sourcing and Identification

    Competitive and SWOT Analysis

    Zoning Review

    Financial Analysis, Valuation, and Proforma Development

    Opinion of Value

    Acquisition Strategy

    Document preparation

    Negotiations and Deal Structuring

    Environmental Analysis Coordination and Review

    Building Condition Analysis Coordination and Review

    Financing Coordination and Review

    Transaction Management

    Lease vs. Buy Analysis

  • Needs Analysis

    Competitive Location Analysis

    SWOT, Gap, Mapping and Demographic Analysis

    New Location Analysis

    Site Selection

    Zoning Review

    Request for Proposal Development

    Proposal Review and Comparison

    Document preparation

    Negotiations and Deal Structuring

    Transaction Management

    Lease Review and Assessment

    Lease Buyouts

    Lease Renewals

    Lease Restructuring

    Subleasing

    Renew vs. Relocate Analysis

    Lease vs. Buy Analysis

  • Zoning Review

    Determining Highest and Best Use

    Determining Expansion Potential

    Competitive Location Analysis

    New Location Analysis

    SWOT, Gap, Mapping and Demographic Analysis

    Site Selection

    Planning and Design Review

    Due Diligence Coordination

    Offer Preparation

    Negotiations

    Transaction Management

    Request for Proposal Development

    Proposal Review and Comparison