Portfolio Advisory
We advise family offices on real estate portfolios. We value the holdings, decide what to sell and hold, map the buyers, and oversee execution through closing.
US Market
Institutional Buyer Universe
Each asset class mapped to the buyers actively deploying capital at the relevant cap rate range.
Public net lease REITs with active 2026 acquisition mandates.
Sovereign wealth funds deploying into US commercial real estate.
North American pension capital investing directly and through platform partnerships.
Private equity net lease platforms and institutional investment managers.
Buyer universes are assembled per engagement. No named institutions are shared publicly. Specificity lives in the asset-to-buyer mapping, not in a public roster.
Process
Initial call
Principal-to-principal orientation. Portfolio read-in, objectives, and timing.
Valuation & scenarios
Asset-level valuation. Sale scenarios modeled against net proceeds and buyer depth.
Buyer universe & sale structure
Named buyers assembled per engagement. Sale structure finalized with the principal.
Execution oversight
Broker selection, process design, and closing oversight, with as little of the principal's time as possible.
Marketing program →