ADVISORY SERVICES

  • ·       Site Selection

    ·       Highest-and-best-use Analysis

    ·       Market Research, Competitive Set, & Demographic Analysis

    ·       Feasibility Studies (Financial, Entitlement, Program Summary, Construction)

    ·       Concept Planning & Studies

    ·       Pro Forma Modeling & Land Residual

    ·       Capital Stack Strategy & Financing Advisory

  • Ground up and Adaptive Reuse

    Retail, Multifamily, Office

    Entitlements, Permitting, & Approvals:

    ·       Land Use, Zoning, and Entitlement Management

    ·       Coordination with City Planning & Public Agencies

    ·       Permit Processing & Regulatory Compliance

    ·       Community Outreach & Stakeholder Engagement

    ·       Approval Schedule Management

    Design & Planning Oversight:

    ·       Lead the development & documentation to ensure team understands Owners’ objectives

    ·       Develop Request for Proposals (RFPs)

    ·       Design, Engineering, & Consulting Team Selection, Management, & Review

    ·       Design, Engineering, & Consulting Team Contract Review & Execution

    ·       Value Engineering & Constructability Review

    ·       Design Schedule Management

    ·       Management of Construction Drawings & Specifications

    ·       RFI and Submittal Review

    Development Financials & Management:

    ·       Development Pro Forma Creation & Management

    ·       Development Budget Management

    ·       Construction Loan Package & Solicitation

  • Construction Management & Delivery:

    ·       Assist with Preliminary Estimating & Scheduling 

    ·       Develop Request for Proposals (RFPs)  

    ·       General Contractor / Builder Selection & Award

    ·       Bid Review, Leveling, & Contract Negotiation

    ·       Owner Controlled Contractor, Subcontractor, Vendor Selection & Management

    ·       Lead Owner, Architect, Contractor (OAC) Meetings

    ·       Schedule, Budget, Quality Oversight & Management

    ·       Payment Application Review, Processing, and Monthly Draw Management

    ·       Construction Loan Interface

    ·       Cost Tracking & Monthly Reporting

    ·       Risk Management & Mitigation Strategies

    Project & Owner’s Representation:

    ·       End-to-end project management as Owner’s Rep

    ·       Coordination between stakeholders, consultants, and lenders

    ·       Monthly reporting, draw management & KPI Dashboards

    ·       Dispute resolution & claims management

  • Phases of Development where services can be offered:

    ·       Site Acquisition & Due Diligence

    ·       Entitlements, Permitting, & Approvals:

    ·       Pre-Construction Services:

    ·       Construction Services:

    ·       Project Closeout:

  • Developer’s Perspective: We bring an investor and developer’s perspective to every decision. 

    Lean & Efficient: Acting as a fully integrated development arm without the overhead

    Proven Track Record: Experience across office, laboratory, retail, restaurant, mixed-use, and multifamily entitlements, adaptive re-use, and ground-up development strategies.

    Results Driven: Transparent reporting, disciplined underwriting, process driven, and risk-conscious execution.