Strategic Real Estate Advisory and Portfolio Management
We work with both owners and corporate occupiers to position real estate portfolios for long-term value. By helping organizations move from reactive real estate management to proactive, business-driven operations, we enable real estate portfolios to operate efficiently and create meaningful strategic impact.
As an extension of your team, we bring structure, clarity, and data-driven insight to every engagement. We ensure that real estate decisions and operations align with broader organizational goals, including asset performance, operational efficiency, workplace strategy, and future growth.
Whether you require ongoing portfolio management or targeted advisory support, our services are tailored to your organization’s size, complexity, and objectives. Together, we build a real estate strategy for your organization that works today and scales for tomorrow.
Services
Real Estate Transaction Management
Expert representation and strategic guidance during critical moments.
Lease negotiations and transactions are critical inflection points that directly affect cost, flexibility, and risk. Rather than acting as a broker, we represent your organization through contract negotiations, serving as a strategic advisor to ensure each decision aligns with long-term business objectives and financial realities. Services include:
Market and proposal analysis (RFPs, LOIs, and term sheets)
Strategic negotiation support and deal structuring for lease agreements, renewals, and amendments
Coordination with brokers, legal counsel, and internal stakeholders
Amendment, termination, and early exit analysis
Financial analysis and scenario modeling
Support for portfolio consolidations, expansions, and relocations
Alignment of transaction decisions with broader business and occupancy strategy
Portfolio Management and Lease Administration
Executive oversight to strengthen financial controls and improve forecasting accuracy.
Real estate is often one of an organization’s largest operating expenses, yet portfolio management processes are frequently fragmented across systems and teams. Effective portfolio administration requires proactive oversight, precision, and strategic awareness. We deliver end-to-end real estate portfolio management and lease administration services designed to ensure critical obligations are met, costs are controlled, and leadership can rely on the integrity of the data. Through disciplined, detail-driven management and administration, we transform lease and portfolio information into clear and reliable financial reporting that supports improved forecasting, budgeting, and long-term strategic planning for finance and executive teams. Services include:
Lease abstraction and centralized lease data management
Rent, payment, and escalation administration, verification, and tracking
Landlord operating expense reconciliations and reviews
Integration with accounting, FP&A, or ERP systems
Critical date management for renewals, terminations, notice periods, and tenant allowances and scenario analysis tied to upcoming critical dates
Ongoing landlord and tenant coordination and communication oversight
Monitoring of lease compliance, obligations, and performance metrics
Portfolio-level analysis, summaries, and executive reporting
Audit support and documentation management
Monthly or quarterly real estate cost reporting
Forecasting and lease liability summaries
Strategic Real Estate Advisory
Advisory grounded in thoughtful alignment with organizational objectives.
Real estate should enable growth, not create friction. We partner with organizations to assess, restructure, and optimize their real estate operations, portfolio strategy, and internal processes.
As a strategic advisor, we bring an objective perspective and deep industry experience to help organizations operate more efficiently and plan for the future. Services include:
Portfolio and operational assessments
Real estate organizational and governance design
In-house vs. outsourced model evaluation
Cost optimization and footprint strategy
Vendor, broker, and service provider strategy
Long-term real estate roadmaps aligned with business goals
Get in Touch
Let’s connect. Contact us to discuss how we can support your organization.