Transaction Management

Transaction Advisory Services

Assist with Transactional Advice Through All Phases of a Transaction

Interview and Select Local Market Experts

Manage Overall Process, Timelines, and Financial Expectations

Be it for M&A, financing, internal audit. or prudent management needs, a solid understanding of current and future lease obligations is a fundamental element of understanding your real estate situation and potential strategic alternatives.

  • An Educated Review and Assessment of Current Lease & Amendments
  • Specific Attention to Options (Renewal/Expansion/Contraction) Compared to Current Market Rates and Conditions within the Submarket and Building(s)
  • Action Plans Based upon Notification Dates
  • Recommendations for Pre-Emptive Renegotiation Strategies

Tenants and Landlords alike have the ability to audit their annual CAM charges. Based upon the size of the operation and lease provisions, this can and should be a valuable annual exercise for any business or landlord. 

  • Utility and Overtime HVAC Calculations
  • Property tax increases
  • Pro Rata Share Calculations
  • Condo Fees
  • Vendor Contracts
  • Base Year Tune-Ups
  • Capital Improvements vs. Repairs & Maintenance
Create robust reports and action plans that provide the following:

  • Evaluate past, current and future market conditions
  • Vet underwriting assumptions based on real-time market data/transactions
  • Create/evaluate ARGUS models (ensure and prove market assumptions)
  • Make disposition recommendations and timeline (refinance, sale, LP equity, etc.)
  • Prepare offering memorandums for sale or equity
  • Position properties for sale