Value-Add & Stewardship of Assets
We have notable experience working with real estate and technology businesses and the people and families behind them.
Property Management
Investment, Management, & Execution
Asset Allocation & Planning
Asset & Construction Management
Acquisitions & Deal Flow
Acquisitions
Powered by working goals and opinions or newly created by strategic market assessment and asset allocation discussions. Acquisitions targets developed by product, strategy and market
Portfolio management and good fit acquisition analysis.
CPA analysis of financials.
Leveraged and enhanced by strategic relationships with local real estate professionals
Asset Management
Set strategic goals and course
Performance and market analysis, budgeting, and staffing considerations of both internal people and outside consultants or firms.
Project and execute revenue stream improvements
Assess and Select Property Managers, Construction Managers, Marketing teams.
Insurance Renewal pricing, bidding analysis, procurement (in tandem with a dedicated Insurance expert advisor).
Property Tax appeals and assessed value considerations
Re-Zoning, redevelopment and site plan project management
Re-Position projects and tenant bases, through capital improvements, new branding, and
Asset Allocation
Analyze, chart out, asses, synthesize current Holdings, with range of valuations depending on factors - and then a “range” pie chart, which captures this relationship visually.
Diversify your investment across multiple classes using expertise and careful risk analysis.
Create or use existing reports as basis of discussion of Real Estate Asset Allocation – both within the Real Estate slice and the overall investment pie.
Past Projects
