REAL ESTATE CAPABILITIES
Realized Value through Seasoned Guidance.
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REAL ESTATE EQUITY ADVISORY
We advise high-net-worth individuals, family offices, and private and institutional investors on deploying capital into wholly owned commercial real estate. Each engagement starts with an understanding of the client’s objectives, time horizon, income requirements, and tolerance for risk. From there, we define an investment strategy by asset type and market.
We then identify marketed and off-market opportunities aligned with that strategy and underwrite each rigorously, testing income durability, tenant credit, market fundamentals, and value over the intended hold period before capital is committed. Throughout, we work alongside the client’s advisors so every acquisition serves the broader plan. The result is capital deployed with conviction, in assets positioned to preserve and grow wealth.
REAL ESTATE DEBT ADVISORY
We advise owner-users, family offices, and private and institutional investors on financing commercial real estate, whether a single asset or an entire portfolio. For new acquisitions, we structure debt around the business plan and the timing of the transaction. For existing holdings, we evaluate refinancing alternatives designed to reduce cost, extend maturities, or release equity for redeployment.
We present each financing to a targeted group of banks, life insurance companies, agency lenders, debt funds, and other institutional lenders, then weigh every proposal on leverage, pricing, covenants, and flexibility. We negotiate the term sheet, manage lender diligence alongside the client’s advisors, and oversee closing conditions through closing. The result is debt structured with discipline and aligned with the client’s objectives.
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REAL ESTATE INVESTMENT SALES
We represent owner-users, family offices, and private and institutional investors in the acquisition and disposition of commercial real estate. For buyers, we pursue targeted opportunities, including those identified through our equity advisory practice. For sellers, we position each asset as a sophisticated buyer would evaluate it, address its challenges before they are raised, and bring it to market through a confidential, competitive process.
Portfolios are underwritten property by property and as a whole to determine the right structure: a bulk sale, individual sales, or a phased exit. On every mandate, we negotiate from letter of intent through contract and direct diligence alongside the client’s advisors. The result is a transaction completed on terms that protect value through closing.