Real Estate Advisory Services

For Traditional Investment Advisors, Multi-Family Offices, and RIAs

  • • Outsourced real estate CIO services

    • Client and advisor education

    • Asset allocation considerations

    • Miscellaneous special projects

  • • Independent review of LP investment opportunities

    • Independent review of real estate fund investments

  • • Consult on existing and prospective direct investments

    • Access to full suite of direct investment services

Add Expertise Without Adding Headcount

  • Retainer or project-based engagements scalable to meet demand

  • Cost-effective, flexible, fair and transparent

  • • Ongoing availability for general real estate needs

    • Ex: Investment review, client or advisor education, client meetings, etc.

    • Cost-effective monthly retainer structure that can be modified as necessary

  • • Assignments centered around specific deliverables

    • Ex: One-off investment review, fund due diligence, research or white papers, real estate reporting, etc.

    • Fees dependent upon project scope