"Property Centric" Guidance

Be it a single building or a portfolio, your real estate is worth hundreds of thousands or millions of dollars. Your lawyer, CPA and financial planner are the best in the industry. You also need an equally experienced real estate specialist on your team. 

Whether you are considering a new investment or reviewing your existing assets, have you identified all the SWOTs?  Its Strengths and Weaknesses, what Opportunities can be created and where Threats lie in wait.  Just a few of the questions you should be thinking about regularly include:

   ✓   Are my properties competitively rented - what are the implications of the rent is too low or too high? (yes that’s a thing)

   ✓  Are my assets optimized and always ready to be refinanced or sold?

   ✓   Are my assets suited toward my risk profile; is it time for realignment?

   ✓   I want to buy more properties, how can I be sure what the right price is?

...and the list goes on.  

Each of your existing assets is unique and the one you're looking at has possibility and problems.  You should be getting Property Centric Guidance for each, receiving the same level of experience and attention that you demand from all the professionals advising your business

Brokerage 

Best-in-Class exclusive representation for sellers and buyers; delivering uncommon insight, service, and fiduciary care.  How do you both buy low and sell high, when that’s what everyone is trying to do?  I am here to square the circle that brings both those objectives into alignment:

  ✓ Disposition: To achieve the highest possible selling price, your property needs to showroom ready. It must be optimized - generating the highest possible income with the lowest operating costs. Determining which capital expenditures, lease restructurings, supplemental revenue sources, or other inductive steps are advisable for achieving best cost/benefit outcomes.

  ✓ Acquisition: There is a real estate investing axiom which says that “you make money when you buy.” Shrewd property investors seek hidden value. Focusing single-mindedly on the ‘lowest price’ might be the surest way to save a nickel and lose a dime. Identifying the opportunity, seeing around corners and providing a roadmap to where value can be created is how I create wealth for my clients.

Investment Analysis

Success is achieved by maximizing returns while keeping equal focus on avoiding loss. Governed by what I call an Opportunistic Defense I employ data-driven discrete fluid forecasting models, utilizing proprietary algorithms to analyze capital movement and multiple rolling return metrics, calculated with a high degree of precision to provide you with a dynamic and comprehensive panorama of a prospective investment. Partnered with common sense insights and shoe-leather observations, my financial models expose threats and identify opportunities, which are used to build move-forward strategies. All reported to you in simple, clear and concise narrative and formatting.

Complex Deal Structuring

Understand the need, identify the opportunity, develop the solution: It might sound obvious; however, achieving it as a different story. It requires years of experience to accomplish. Vision and foresight are essential. A high-caliber network to deliver the goods. Whether it is educating a first time buyer on simple rent-vs-own opportunity or explaining a complex PPP strategy to a municipality; finding an asset with hidden value for investors or creating the value hidden in their assets; modelling a new development or re-imagining an existing one; my clients gain from my situationally adaptive guidance and acuity 

Concept-to-CO Development Consulting

For both freshman and experienced developers alike, my years of developing large retail centers brings a broad and sharp perspective to any project. For example, while most presume that design is simply “what architects do” - an assumption which can be extremely costly - I ensure that form follows finance; design must be Investment Forward and subordinate to market conditions. Be it new construction or converting an existing asset, from concept to closing and through the minefield in between, I guide and support you every step of the way:

  ✓  market & feasibility studies

  ✓  cost & return projections

  ✓  planning, design and entitlement

  ✓  financing consulting

  ✓  coordinating legal, project management

  ✓  Marketing & leasing

  ✓  property management