PRIMARY SERVICES:

We draw on a project experience spanning more than 1.5 million SF and 1,200 single family lots to offer services for Retail, Multifamily, Office and Land Development projects with a primary focus on:

• Financial models business plans for projects and operating units. 

• Feasibility studies.

• Debt placement OMs.

• Creation of memoranda to solicit developers/co-developers for projects (see OMs/Reports page for examples).

• Analysis of property attributes suitability for development/re-development (see OMs/Reports page for examples).

• Analysis of proposed governmental ordinances/regulations and the resulting impact on development (see OMs/Reports page for examples).

• Debt and Equity administration. 

• Creation of tenant reimbursement calculation models.

• Financial reporting (non-CPA).

• Portfolio analysis for remodeling/redevelopment/value-add.

• Lender and/or partner workouts.

ADDITIONAL AREAS OF EXPERTISE THAT INFORM THE PRIMARY SERVICES:

• Full range development from conceptualization to completed project.

• Concept planning.

• Technical and financial feasibility.

• Entitlement, City and DoT access/ROW acquisition.

• Project management including budgeting and scheduling.

• Anchor tenant/user Site Development Agreements.

• Design team selection and management.

MARKET FOCUS:

• Nationwide - remote work engagements.

• Greater Temecula Valley (CA) - primarily remote work engagements and select engagements that require in person meetings or site visits.

• Project experience in all major Texas cities, Atlanta, Albuquerque, greater Los Angeles and Pensacola.