ADVISORY SERVICES

development advisory.

We provide expert guidance to developers, investors, and stakeholders throughout the lifecycle of a real estate project. These services help optimize decision-making, mitigate risks, and enhance profitability. Our core services include:

    • Site Selection & Due Diligence

    • Market Research & Demand Analysis

    • Financial Feasibility & Modeling

    • Navigating Zoning & Permits

    • Contractor Agreements

    • Regulatory & Development Risks

    • Debt & Equity Allocation

    • Capital Stack Optimization

    • Financial Models & Pitch Decks

    • Budgeting & Cost Controls

    • Software & Security

    • Insurance & Protections

    • Quality Control & Compliance

    • Project Schedules & Procurement

    • Reporting & Vendor Coordination

    • Marketing & Branding

    • Proforma & ROI Maximization

    • Exit Planning

INVESTOR RELATIONS.

We manage all operational aspects of an investment fund while crafting investor expectations, performance reporting, and communications while maintaining transparency and trust. Our core services include:

    • Developing and executing tailored investment strategies

    • Securing capital from diverse investor groups

    • Monitoring portfolio performance to optimize returns

    • Designing financial structures to maximize value

    • Conducting due diligence and financial modeling

    • Negotiating and structuring deals effectively

    • Maintaining transparent communication with investors

    • Delivering timely and insightful performance reports

    • Building and sustaining investor confidence

    • Ensuring adherence to SEC, IRS, and other relevant regulations.

    • Filing tax documents, K-1s, and investor disclosures.

    • Monitoring anti-money laundering (AML) and know-your-customer (KYC) compliance.

    • Maintaining financial records, ledgers, and statements.

    • Managing cash flows, capital calls, and distributions.

    • Preparing periodic financial reports for investors and regulators.

    • Evaluating fund performance through key metrics like IRR (Internal Rate of Return) and NAV (Net Asset Value).

    • Providing periodic investor reports with fund performance updates.

    • Distributing profits, interest, or dividends to investors based on agreements.

    • Identifying market trends and growth opportunities

    • Developing strategic plans to optimize returns

    • Advising leaders on data-driven decisions

CONTRACT Administration.

We provide comprehensive contract management services that ensure agreements are executed efficiently and aligned with our clients' objectives. Our approach safeguards our clients' interests while driving successful outcomes. Our core services include:

    • Performance Monitoring & Closeout Evaluation

    • Regulatory Compliance & Audit Oversight

    • Change Management & Process Improvement

    • Managing the contract lifecycle from initiation to closeout

    • Facilitating smooth transitions through structured change management

    • Evaluating technology and system improvements to enhance efficiency

    • Developing and implementing risk mitigation strategies

    • Conducting regular audits and compliance reviews

    • Addressing non-compliance issues through corrective action plans

    • Monitoring project milestones to ensure adherence to timelines

    • Analyzing contract outcomes to assess success and identify gaps

    • Conducting post-contract evaluations to drive process improvements