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Real Estate Investment Consulting Services
Our expert real estate consultants help clients understand the increasingly sophisticated and diverse real estate investment markets. Some of our real estate advisory services include:
Development of Investment Objectives, Strategy and Policy
- Development of real estate allocation
- Investment objectives
- Return objectives
- Risk tolerances
- Portfolio structure
- Suitable investment structures
- Diversification requirements
- Performance benchmarks
- Existing portfolios are assessed vis-à-vis policy and current market conditions
Investment Due Diligence and Research
- Identification and critical analysis of proposed investment strategies
- Expected risks and returns
- Underwriting assumptions and investment structures
- Original research is conducted to verify proposed investment theses
- Potential relationships with investment managers are thoroughly investigated with respect to investment team expertise
- Organizational capabilities and resources
- Relevant prior investment performance and alignment of interests
Management and Oversight of Investments and Manager Relationships
- Fee analysis and negotiation
- Quarterly performance assessment relative to benchmarks
- Investment guidelines
- Annual investment plans
- Budgets and strategic plans
- Monitor investment managers' reporting quality
- Portfolio staffing and support
- Senior leadership and organizational stability
- Conflict management
- Investment decision making process
Valuation Reviews
Independent Research