Advisory Services

Underwriting of acquisition, redevelopment / repositioning, recapitalization and disposition scenarios

Market evaluation assessment including competitive set evaluation and lease / sale comp analysis

Development of operating and capital budget assumptions

Financial modeling of project level and operator / partnership waterfall level returns

Negotiation of purchase agreements and other legal transaction documents

Management and oversight of due diligence including physical and environmental inspection, title review, zoning analysis, lease abstraction and tenant review, property level financials and operating history, and litigation diligence

Selection and management of capital markets brokerage team

Negotiation of joint venture equity and lender legal documents

Equity and lender reporting and preparation / processing of capital calls and loan disbursements

Entitlement and permitting including securing land use and other regulatory project approvals and building permits

General contractor, subcontractor and design consultant selection and contract negotiation

Project budget and schedule management

Management and oversight of design and construction team through pre-construction, construction, and project close out

Oversight of utility service upgrades including significant experience with local providers (i.e. PG&E, EBMUD, SMUD)

Coordination and communication with local planning and building departments

Creation and implementation of asset level business plans and supervision of property management team

Development of annual asset level operating and capital budgets

Management of planning and construction of capital improvements

Oversight of leasing activities including management of brokerage teams, development of marketing strategy and materials, and lease negotiation

Selection and management of investment sale team

Coordination of owner provided and third-party due diligence material

Negotiation of purchase agreements and other legal transaction documents