Real estate capital advisory
Acquisition underwriting, creative financing and lender relations.
When it helps
When a property acquisition, refinance or development needs a financing strategy.
What you receive
A capital plan, underwriting support and a defined approach to financing discussions.
How we can help
Explore the scope that fits your business.
Plan & assess
Acquisition Underwriting
Comprehensive financial analysis, market research, and due diligence to ensure informed investment decisions.
Creative Financing Structures
Innovative capital solutions including seller financing, joint ventures, and hybrid debt structures.
Lender & Investor Relations
Leverage our network of 200+ capital providers to secure optimal terms and competitive rates.
Improve & execute
Debt Structuring & Negotiation
Expert negotiation of loan terms, covenants, and structures to protect your interests.
Refinancing Advisory
Strategic refinancing to reduce costs, extend terms, or access equity for new opportunities.
Equity Raise Support
Preparation of investment materials and introductions to qualified equity partners.
Monitor & support
Portfolio Strategy
Comprehensive portfolio analysis to optimize asset allocation and capital deployment.
Development Capital
Full capital stack solutions for construction, bridge, and permanent financing needs.
Exit & Disposition Strategy
Strategic timing and positioning for optimal exits, including 1031 exchange coordination.
Ways to work together
Transaction Advisory
Duration
Per-deal
Focused support for a single acquisition or refinancing transaction.
Features
- Deal-specific underwriting
- Lender introductions
- Term sheet negotiation
- Closing coordination
Best For
Single property transactions
Capital Advisory Retainer
Duration
Quarterly+
Ongoing capital markets support for active investors.
Features
- Priority lender access
- Pipeline review calls
- Market intelligence
- Preferred fee structure
Best For
Active investors with multiple deals
Portfolio Management
Duration
Annual
Comprehensive capital strategy for institutional portfolios.
Features
- Quarterly portfolio reviews
- Debt optimization strategy
- Disposition planning
- Capital allocation advisory
Best For
Institutional investors & family offices
Common questions
What size real estate deals do you handle?
We work with deals ranging from $500K to $25M+. Our sweet spot is $1M-$10M transactions where our hands-on approach and lender relationships provide the most value. For larger institutional deals, we partner with specialized capital markets teams.
How long does the financing process typically take?
Timeline varies by loan type: conventional financing typically closes in 45-60 days, SBA loans in 60-90 days, and bridge/hard money in 2-4 weeks. Our preparation work and lender relationships often shave 1-2 weeks off standard timelines.
What lenders and capital sources do you work with?
We maintain active relationships with 200+ capital sources including national banks, regional/community banks, credit unions, life companies, CMBS lenders, debt funds, SBA preferred lenders, and private equity partners.
How do you get paid for your services?
We typically work on a success-fee basis, earning a percentage of capital placed at closing. For retainer engagements, we charge a modest monthly fee credited against transaction fees. This aligns our interests with yours.
Do you invest your own capital in deals?
Occasionally, yes. When we find compelling opportunities and have alignment with strong operators, we may co-invest alongside clients. This is never a requirement and is disclosed upfront when applicable.
Can you help with distressed properties or special situations?
Absolutely. We have experience with workouts, loan modifications, note purchases, and repositioning distressed assets. Our relationships with special servicers and opportunistic capital sources are particularly valuable in these situations.
Prepare for a financing conversation with a clear business case
Understand the scope before choosing the support.
Before timing becomes the constraint
Upcoming maturities, lease changes and capital needs should be considered together. We help owners organize the business questions and information relevant to capital decisions, including what is supported today and what depends on future assumptions.
Define the support you need
The scope may include capital readiness, review of financing options and coordination around the agreed priorities. Any lender makes its own underwriting and approval decisions. An advisory engagement does not guarantee a commitment, valuation or particular terms.
How we start.
A clear scope before a commitment.
- Discuss your priorities
Tell us what is happening and the decisions ahead.
- Agree the scope
Confirm the work, deliverables, timing and fees together.
- Set the next steps
Leave with clear responsibilities and a practical path forward.
Decisions in practice.
Focused reading for owners and founders.
Start with your situation.
Advisory is a standalone engagement. If an acquisition becomes relevant, we discuss it separately.