Real Estate Broker, Consultant, and Advisory Services

It is imperative that your property is seen and marketed to as many direct buyers, investors, and fellow real estate brokers.  Our assessment of your real estate portfolio and real property will generate a comprehensive plan for your investment acquisition or disposition.  Implementation, formulation, and development of a marketing strategy.

• Conduct negotiations
• Site Visit and meeting with owner to collect data, initial site survey, and property analysis.
• Survey market to determine opportunities.
• Prepare detailed report, inclusive of pricing, demographics, site compatibility, estimate of development costs, and financial analysis.
• Establish goals and criteria for specific client needs.
• Create marketing materials.
• Install property signage.
• Implementation of a strategic marketing plan to be deployed via online exposure to commercial real estate marketing web sites.
• Email marketing of property to Realtors, Commercial Brokers, Investors, and potential qualified prospects.
• Target mailers to real estate agents and potential buyers.
• Conduct site tours.
• Attend all property showings by appointment only.
• Review and supply guidance for all letters of intent or offers received.
• Prepare Purchase Agreements.
• Assist with Due Diligence Items and Issues.
• Attend final walk through inspection prior to closing.
• Assist in closing process

It is imperative that your property is seen and marketed to as many direct buyers, investors, and fellow real estate brokers.  The assessment of your residence and real property will create a marketing plan for your property.  Can also represent you as a Buyer to locate and negotiate the best possible deal.

• Site visit meeting with owner to collect data, site survey and property analysis.
• Prepare detailed report, inclusive of pricing, demographics, as well as marketing and sales trends.
• Create marketing materials
• Install property signage
• Implement marketing plan to be deployed via online exposure to MLS sites and social media sites
• Conduct site tours and open houses
• Review and supply guidance for all offers.
• Prepare Purchase Agreements
• Assist with Due Diligence Items and issues
• Attend home inspections and final walk throughs.
• Assist in closing process
• Conduct Negotiations

Offering the Landlord representation with strategic and customized marketing plans and tenant screening.  Process in order to ensure desired results:

•  Site visit and preliminary meeting with landlord to collect data and analysis to list property.
• Develop and implement a plan that defines a bay by bay or suite by suite budget and strategy for retention of existing  and future tenants.
• Implementation of a strategic marketing plan to be deployed via online real estate marketing web sites.
• Install property signage.
• Email marketing to real estate agents and potential tenants.
• Target mailers to end users.
• Prospecting
• Prepare lease reports
• Submit lease tenant applications
• Conduct site tours
• Broker networking
• Lease negotiations
• Prepare lease agreements
• Due diligence assistance
• Provide lease abstract with terms of lease and critical future dates
• Attend final walk through inspection
• Analyze letters of intent

Understanding and analyzing the tenants current and future facility needs is paramount to establish space requirements and standards.  After learning the critical criteria that is important to the clients business, we can provide the tenant with the most efficient and effective space.  Enabling us to assist in determining whether to lease or own your space.  Once the tenant makes a determination to find the right property with the best price and terms for their budget.

• Prepare market study based on tenants requirements.
• Provide properties for tenants consideration;
• Prepare lease versus ownership analysis.
• Conduct site inspections to select preferred properties.
• Prepare detailed request for proposals on each preferred property.
• Negotiations with Landlords / Sellers and prepare letters of intent.
• Review lease package or purchase agreement.
• Assist with preparing budget for tenant improvements.
• Analyze operating data and systems for each building under consideration to spot potential concerns, needs, or deficiencies that will be addressed during the lease negotiation process.
• Assist with due diligence items.
• Attend final walk through and assist with punch-list
• Provide lease abstract with terms of lease and critical future dates.
• Assist in any occupancy related matter.

Property investments can vary widely in returns, risk profile, the amount of “hands-on attention” required, development potential, and liquidity.  The first step in any engagement is to understand the investor’s objectives and requirements for an investment property.

When a potential property is identified, that may meet the desired investment criteria.  A thorough analysis is conducted to understand current and future contracts, obligations, risks based upon lease expirations, and deferred maintenance.  Further evaluation is conducted to determine how governmental regulation, infrastructure development, and new construction could impact long term values.

The initial job of the Real Estate Tax Consultant is to review and validate every fact in the appraisal from existing tax records used by the tax assessor to double checking the actual computation, to assuring that an error (or errors) does not exist.  

In order to determine if the assessment is fair, a thorough analysis of all the factors that determine the assessment must be evaluated.  The ultimate success or failure in obtaining an effective appeal is recognizing the formula which will reflect the lowest possible assessment.

Knowledge  of subjective factors such as functional obsolescence, physical depreciation, physical depreciation, and economic obsolescence may be crucial to the outcome of the appeal.  Determination if the building is competitive with other prospective properties in the area?

We possess:  The Ability  to professionally present the pertinent facts during meetings and negotiation with the Property Appraiser.  The Understanding  of the system that is required to recognize and isolate the subjective factors.  The Expertise required to validate facts on tax records and review computations used in determining the assessment.

Fee based development services that can range from feasibility analysis for those contemplating development, to development management for those who require assistance in selecting and managing the team of development vendors.  Owners Representative for  development and renovation projects.

Evaluation involves the development of an effective project plan and a thorough assessment of project goals, challenges, and needs.  

• Assist in Pre-Development /Pre-Construction stage with planning, investigation, design, bidding, and  building construction
• Value Engineering
• Budgeting
• Estimating
• Quantity Surveys
• Monitor progress, workmanship. quality assurance, construction documents
• Build-To-Suit

A build-to-suit is a building specifically constructed to meet the design, location, and physical specifications of one large major user.  A building may be developed based on the-build-to-suit requirement of one user.  Excess space in the building could be leased to additional tenants or set aside for the planned expansion of original tenant.

A user has several alternatives in which to originate and transact a build-to-suit opportunity.  The following are several options:

The user assumes the responsibility of acquiring the land; hires a general contractor to oversee  the planning and construction; and assumes the liability of financing, either with debt or equity.  Upon completion, the user has the option to continue ownership or sell the property to an investor and lease it back.  This is known as a sale-leaseback transaction.

The user approaches a developer with a requirement and transfers the construction, ownership risk and potential profit to the developer.

A hybrid between the above choices, including shared equity and joint venture arrangements.

Before determining the structure of a build to suit, the user must analyze the pre-tax, after-tax and profit / loss impact of the various alternatives.  Many factors influence the financial impact of a build-to-suit.  Each factor must be sufficiently examined for the optimal structure to be achieved.