Our Services

Capital Raising & JV partnerships

We work closely with our clients to understand their capital formation needs, prepare materials, and connect with aligned investment partners.

• Capital Formation Strategy

• Research

• Investment Thesis Development

• Private Placement Memorandums & DDQ Support

Research & Investment Analysis

Whether you're conducting due diligence, exploring a new strategy, launching a fund, or forecasting fundamentals, count on us to be there every step of the way.

• Asset Level Due Diligence

• Target Market Strategy

• Deal Underwriting Reviews

• Supply/Demand Analysis

• Feasibility Studies

Sustainability reporting & compliance

Your sustainability strategy should generate financial returns while creating a positive impact. We assist companies aiming to thrive by benefiting others.

• Program Development

• Process & Reporting

• Compliance & Benchmarking

• Asset Level Strategy

• Fund/Product Development

Outsourced Solutions

Consider us an extension of your team. With decades of expertise in real estate development, acquisitions, capital raising, research, and strategy across all institutional asset classes, we're your ideal partner whenever you need additional support.

Insurance Program REviews & Captive insurance Formation

We help real estate owners evaluate and optimize their insurance programs, ensuring comprehensive property and liability coverage in an evolving and complex market.

Our team specializes in captive insurance solutions, guiding real estate owners through the process of establishing and managing captive insurance companies to gain greater control, cost efficiency, and financial benefits from their insurance programs.

Our Expertise Includes:

• Property Insurance

• General Liability Insurance

• Tenant Liability Insurance

• Title Insurance

• Umbrella & Excess Coverage