Portfolio Intelligence

Strategic analysis for complex cross-border real estate portfolios. We produce the intelligence that principals, advisors, and fiduciaries use to make disposition, valuation, and structural decisions across institutional US holdings.

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Portfolio Services

Valuation Intelligence

Portfolio valuations layered with market positioning, comparable transaction data, and cap rate analysis to identify mispriced assets and optimal sequencing.

Scenario Planning

Stress-testing portfolio outcomes across market conditions, sale timeframes, and buyer environments to stress-test your exit strategy.

Buyer Mapping

Institutional, REIT, sovereign, pension, 1031 exchange, and private equity capital — mapped to specific assets and tranches to compress time-to-LOI.

Execution Roadmap

Sale sequencing, timeline architecture, and go-to-market strategy designed to compress execution while protecting pricing across all tranches.

Entity & Structural Analysis

Entity structure mapping, FIRPTA and cross-border exposure, related-party analysis, and regulatory flags surfaced before the data room.

Risk Architecture

Concentration risk, tenant exposure, environmental flags, and structural vulnerabilities identified and quantified at the portfolio level.

US Market

United States

$1.5T in commercial debt matures by year-end. Net lease REITs re-enter acquisition with disciplined cap rate targets. Cross- border capital — sovereigns, pensions, and private equity platforms — is deploying selectively. Pricing is granular and due diligence is decisive.

Institutional Buyer Universe

Each asset class mapped to the buyers actively deploying capital at the relevant cap rate range.

REITs

Public net lease REITs with active 2026 acquisition mandates.

Sovereign capital

Sovereign wealth funds deploying into US commercial real estate.

Pension capital

North American pension capital investing directly and through platform partnerships.

Private equity

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

Phase 01

Confidential briefing

Principal-to-principal orientation. Portfolio read-in, objectives, and timing.

Phase 02

Valuation & scenarios

Asset- and tranche-level valuation. Disposition scenarios modeled against net proceeds and buyer depth.

Phase 03

Buyer universe & tranching

Named buyers assembled per tranche. Tranche architecture finalized with principal.

Phase 04

Execution oversight

Broker selection, process design, and closing oversight. Principal-time optimized.

Engagements begin with a confidential briefing between principals.

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