Most firms do one of these and refer out the rest. Keeping the whole chain in one room is what lets a decision in acquisition account for what happens at refinancing.
01Property Acquisition
We represent the buyer, exclusively.
Off-market sourcing, valuation, and negotiation across New York and Miami's most coveted addresses. You see the homes that never reach the listing sites, and you never share our loyalty with the seller.
- Off-market and pre-market access
- Comparative valuation and pricing strategy
- Negotiation and offer structuring
- Diligence coordination through closing
02Investment Advisory
Conviction, underwritten.
Underwriting, market positioning, and risk modeling for residential and commercial real estate, grounded in hard numbers rather than sentiment. We show our assumptions so you can challenge them.
- Asset-level underwriting models
- Market and submarket analysis
- Downside and sensitivity testing
- Hold, sell, or refinance recommendations
03Wealth Management
Real estate inside the whole balance sheet.
Property is one pillar of a coordinated financial life. We work alongside your advisors on liquidity, diversification, protection, and the generational planning that decides what actually transfers.
- Balance sheet and liquidity mapping
- Coordination with counsel and accountants
- Insurance and protection review
- Generational transfer planning
04Development
From raw land to delivered asset.
Ground-up and value-add development, from land assembly and entitlement through construction, delivery, and lease-up. Design decisions are made with the exit in mind from day one.
- Site selection and land assembly
- Entitlement and approvals strategy
- Design and construction oversight
- Delivery, lease-up, and stabilization
05Asset Management
Ownership is the work, not the finish line.
Active stewardship of the portfolio: operations, capital improvements, tenancy, and repositioning. Small decisions compound, and we treat every one of them as an investment decision.
- Operating oversight and vendor management
- Capital improvement planning
- Tenancy and leasing strategy
- Quarterly performance reporting
06Mortgage & Lending
Debt as a tool, never a strategy.
Structured financing, bridge capital, and relationships with private and institutional lenders. We size leverage to survive a bad market rather than to flatter a good one.
- Lender sourcing and term negotiation
- Bridge and construction financing
- Refinance and recapitalization
- Covenant and rate risk review
07Portfolio Strategy
Capital at its highest use.
Allocation, hold-sell discipline, and tax-aware structuring across the whole portfolio. The hardest decision in real estate is what to let go of, and it is the one we prepare for first.
- Allocation and concentration review
- Hold, sell, and exchange planning
- Tax-aware entity structuring
- Long-range portfolio modeling
08Capital Markets
Access to aligned capital.
Equity and debt placement, syndication, and a network of co-investors who move quickly on the right asset. Terms are negotiated so that sponsors and partners win in the same direction.
- Equity and debt placement
- Syndication and co-investment structuring
- Investor relations and reporting
- Joint venture negotiation