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Ext. PublicationReal Estate Advisory Services
When real estate owners and investors need to make smarter, faster decisions without the overhead of a full in-house team, we provide targeted knowledge and hands-on execution that drive measurable results. We deliver independent, conflict-free oversight across the entire asset life cycle. Whether you are looking to unlock value from underperforming properties, prepare for a major gift or transaction as part of estate planning or strengthen day-to-day operations, our team brings insight, discipline and execution to help you move forward with confidence.
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Our team brings leasing, capital and operational oversight without adding headcount. From designing sustainability strategies to preparing assets for sale or repurposing, we combine detailed asset-level analysis with long-term planning to protect value, improve decision-making and elevate portfolio performance.
Capital Transaction Services
Support debt and equity strategy through financial analysis and tailored presentations for capital raising, credit facility syndications, internal approvals, investor communications and exit planning
- Financial models
- Offering memos
- Underwriting
- Investor presentations
Acquisition/Dispositions
Drive value creation by executing transaction support services that cover underwriting validation, due diligence, repositioning strategies and deal negotiations
- Business plans
- Due diligence
- Broker selection process
- Transaction strategy
- Feasibility studies
Business Planning
Develop strategic business plans and budgets to align capital improvements, operating goals and KPIs with asset performance and ownership objectives
- Operating budgets
- Capital improvement plans
- Financial reporting
- KPI tracking and reporting
Leasing Strategy
Support asset performance by developing tailored leasing strategies, delivering market insights and managing lease negotiations to drive occupancy and revenue growth
- Market insights
- Leasing plans
- Negotiation strategies
Operations Oversight
Improve property performance through rigorous financial analysis and reporting, tenant engagement and operational review, including vendor management and system evaluations
- Project management
- Variance analysis
- Vendor reviews
- Building systems evaluations
Capital Projects
Oversee the planning and execution of capital improvements, from scope and budget definition through contractor bidding, tracking and variance reporting
- Scope/budget/timing plans
- Contractor bids
- Progress reporting
Sustainability Strategy
Integrate sustainability into real estate operations by identifying opportunities to reduce energy use, achieve green building certifications and meet sustainability reporting requirements — enhancing building performance and aligning with investor and tenant expectations
- Develop sustainability initiatives
- Regulatory compliance
- Track sustainability KPIs
Valuation Oversight
Ensure valuations reflect current market conditions and ownership insights by reviewing third-party appraisals, validating key assumptions and incorporating asset- and tenant-specific knowledge into the valuation process
- Review third party appraisals and validate assumptions
- Prepare report packages
