Consultancy that feels like partnership.
Supporting your business plan every - or any - step of the way. A unique malleable capability to plug into any stage of a deal's life cycle,
across any part of the capital stack.
Success often gets distilled into a singular number. While in fact, it is the confluence of many preceding layers of vision, foresight, and execution.
All backed by over $7 billion of institutional transaction experience, an abundance of insider knowledge, and a vast network.
Acquisitions
A-Z acquisition expertise enables the ability to lead an entire process or seamlessly run components.
Institutional-grade best practices and methodology uncover hidden upside, mitigate downside risks, and avoid underwriting landmines. Quantitative and qualitative diligence, third parties, transaction management are comprehensive.
Precedent documents, deep transaction experience, and access to experienced counsel result in a smooth process for drafting and negotiation during LOI and PSA stages.
Asset Management
Philosophy toward asset management institutes an approach that is hands-on, active, and relentless. Capabilities span across a myriad of functions, including operations, capital improvements, marketing, and leasing.
Weekly and daily touchpoints maintained with local teams to oversee operations, business plan execution, and trajectory. All working in concert to boost NOI.
Full suite of custom tools, dashboards, processes, and documents to automate and track operations, leasing, construction draws, vendor contracting, renovation schedules, and budgets.
Financing
Seamless ability to operate from the lens of a sponsor, a lender, or a servicer.
Robust access and relationships to both debt brokers and direct lenders enable competitive financing terms and several options to fit the business plan.
Precedent documents and deep transaction experience inform a standardized process through term sheets, loan documents, KYC, and diligence.
Longstanding relationships with experienced counsel help achieve “market” terms, protective provisions, and maximum borrower flexibility.
Sourcing
Established tools and approach to algorithmically identify favorable MSAs across targeted states and then distill down into attractive submarkets.
Thousands of brokers within network to fill up pipeline with qualified off-market and marketed deals alike.
Efficient filtering process to concentrate only on deals that best fit the target acquisition criteria.
Dispositions
Preparation and asset performance optimization occurs months in advance of disposition efforts. Narrative around asset history and potential future is framed to maximize appeal to curated buyer pools.
Broker process before launch is thorough – interviews, selection, and engagement with tiered incentive structures.
If advisable, will dual-track refinance and disposition paths to provide optionality and flexibility.
Capital Raise
Direct access to a network of hundreds of potential LPs, spanning JV equity partners, family offices, and HNW individuals.
Full suite of internal tools, documents, and processes to efficiently garner capital commitments – outreach, presentation, modeling, execution, transaction management.
Proven ability to structure flexible allowance for significant post-closing capital commitments.