Services / Advisory and Management

From the first question
to the final detail.

Practical, owner-focused support for the decisions, coordination and follow-through that complex real estate demands.

01

Strategy and Transactions

Make the right move.

Evaluate the opportunity, establish a clear direction and align the people and information behind the decision.

01

Development Advisory and Owner’s Representation

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Represent ownership’s priorities and coordinate decisions from early planning through delivery.

  • Development strategy and project programming
  • Consultant selection and team oversight
  • Budgets, schedules and design review
  • Value engineering and decision coordination
02

Feasibility, Market and Valuation Review

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Test a project’s direction through site feasibility, market analysis, highest-and-best-use studies and financial review.

  • Site feasibility, market studies and pro formas
  • Appraisal assumptions, comparables, income and tenant-risk review
  • Appraisal challenges and coordination of USPAP-related valuation issues with appraisers and counsel
03

Government Relations and Community Outreach

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Connect development priorities with agencies, elected officials and community stakeholders.

  • Entitlement strategy and agency coordination
  • Community meetings and public presentations
  • Project media communications
  • Coordination with land-use counsel and lobbyists on approvals and public-private initiatives
04

Acquisitions, Dispositions and Closings

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Organize the people, documents and decisions required to carry acquisitions and dispositions through closing.

  • Transaction due diligence and purchase/sale negotiations
  • Title, escrow and closing requirements
  • Lender, broker, agent and marketing-team coordination
  • Property, financial and consultant reviews
02

Delivery and Recovery

Move the project forward.

Keep field conditions, contracts, budgets and schedules connected—even when the project has lost momentum.

05

Construction and Remote / Hybrid Project Management

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Focused project-management capacity or ongoing support alongside an existing team.

  • Schedules, contractors, procurement and permits
  • RFIs, submittals, reporting and closeout
  • Design/field coordination, site visits and project decisions
06

Project Recovery, Restoration and Capital Improvements

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Build a practical recovery program for stalled projects and storm-, freeze- or fire-damaged properties.

  • Technical reviews and corrective scopes
  • Contractor coordination and cost-to-complete budgets
  • Recovery schedules
  • Occupied-property improvements and capital work
07

Independent Project Review

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An outside review of plans, budgets, schedules and records to identify exposure and organize practical next steps.

  • Coordination gaps and constructability concerns
  • Cost exposure and delivery risks
  • Documented findings, corrective priorities and next steps for the existing team
08

Contract and Payment Management and Auditing

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Connect contracts, changes and payments to verified scope, authority and supporting records.

  • Contracts, change orders and AIA pay applications
  • Payment review and approval within delegated authority
  • Returns for correction and discrepancy disputes
  • Cost, commitment and payment reconciliation and audits
03

Finance and Assets

Connect capital to reality.

Bring practical project knowledge to financing, lender communication and the demands of operating an asset.

09

Loan Sourcing, Financing and Lender Support

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Prepare project information and coordinate financing requirements from loan sourcing through lender reporting.

  • Loan options and term negotiations
  • Underwriting, loan packages and processing documentation
  • Title, escrow, due diligence and closing coordination
  • Bank/site inspections, draw reviews and reporting
  • Experience with acquisition, bridge, construction, permanent and cross-collateralized loans; institutional/private lending and EB-5 coordination
10

Asset and Tenant Management

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Support asset performance through tenant coordination, capital planning and clear financial reporting.

  • Residential, commercial, office and shopping-center operations
  • Lease coordination, renewals and tenant retention
  • Vendor oversight and capital planning
  • Cash flow, NOI forecasting and owner/lender reporting
  • Gross, single-net, double-net and triple-net lease experience
04

Records and Communication

Make complexity understandable.

Turn project information into organized records, useful analysis and clear communication for the people who need it.

11

Litigation Management and Expert Witness Support

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Connect counsel and expert teams with organized project records, factual analysis and case preparation.

  • Counsel, expert witnesses, case records and deposition preparation
  • Discovery support and factual review of motions and responses
  • Claims documentation and contract analysis with legal teams
  • Expert-witness and corporate-representative experience in development, construction and valuation matters
12

Site Concepts and Project Marketing

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Make a development idea easier to understand through early concepts and compelling project presentations.

  • Conceptual test fits, site layouts and preliminary development studies
  • Pitch decks, investment presentations and information packages
  • Elevation renderings and 3D visualizations
  • Marketing videos with scripting, voiceover, music and audio

Concept studies are preliminary. Dimensions, capacity and compliance require appropriate professional verification; concepts are not for permitting or construction and approvals are not guaranteed.

13

Lien Documentation and Filings

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Organize lien and notice records, waivers, releases and payment reconciliation on the client company’s behalf.

  • Lien and notice documentation
  • Waiver and release tracking
  • Payment audit and reconciliation
  • Preparation and submission through third-party filing agencies
A structure that fits the work

The right involvement.
At the right moment.

A conversation is a good place to begin

What does your project need?

A focused review, steady owner representation or hands-on coordination—we can start with the work in front of you.

Start a conversation ↗