SERVICES

Tailored and customized solutions including:

    • Maximize asset value while ensuring long-term care of portfolio 

    • Optimize cash flow distributions and capital stack 

    • Provide timely, reviewed, accurate reporting 

    • Execute property-level business plans 

    • Vet, recommend, and oversee third parties 

    • CapEx planning and project management 

    • Lender compliance analysis 

    • Experts covering a wide array of asset classes, geographies, and strategies 

    • Source, underwrite, negotiate, structure, and close acquisitions 

    • Sell/hold analysis, broker identification, and disposition oversight 

    • Debt structuring across property and lender types 

    • Analysis and execution of tax-efficient transaction structures 

    • Fractional Head of Real Estate 

    • Succession planning 

    • Access to highly-qualified team of real estate experts 

    • Mentorship and education for NextGen owners 

    • Corporate real estate needs for family-owned businesses 

    • Referrals to subject matter experts in real estate adjacent matters