Real Estate Investment Management

• Outsourced real estate CIO services
• Advisory boards, problem solving, founder backup, portfolio rescue
• Generational transition and next-gen education
• Miscellaneous special projects
• Create investment plan consistent with client objectives for new and existing portfolios
• Regular consolidated performance updates and review
• Coordination with tax, accounting, legal and other advisors as appropriate
• Hire and oversee third-party management and leasing team(s)
• Review and approve annual property budgets, leasing, and capital plans
• Review monthly reports and address material variances
• Source and underwrite acquisitions opportunities tailored to portfolio objectives
• Drive process through negotiation, due diligence, and closing
• Source and underwrite loan options for new acquisitions and existing refinancings
• Drive process through negotiation, due diligence, and closing
• Hire and oversee third party broker
• Review offers, negotiate terms, coordinate due diligence materials, and drive process through closing
• Execute 1031 exchange if applicable

Hybrid pricing model combines modest transaction fees with fixed, flat asset management fees to align interests
Retainer or project-based engagements available when full-service offering is unneccesary
Cost-effective, flexible, fair and transparent

• Responsibility for all aspects of portfolio management
• Investment strategy, asset management, transactions, and reporting
• Modest transaction fees for acquisitions, dispositions, and financing
• Fixed, flat asset management fees

• Ongoing availability for general real estate needs
• Ex: Strategic questions, investment review, lease analysis, quarterly check-in
• Cost-effective monthly retainer structure that can be modified as necessary

• Assignments centered around specific deliverables
• Ex: Portfolio analysis, strategic plan, loan analysis, investment review, etc.
• Fees dependent upon project scope