Real Estate Consulting Services

Background

My clients benefit from my diverse skill set and broad product experience developed during more than 30 years in real estate. Highlights include:

Have led the development process on projects valued in excess of $1 billion.
Experience with institutional groups such as Novare Group, Lincoln Property Company and PwC.
Extensive experience with sophisticated investors and lenders such as The Carlyle Group, Stockbridge, UBS and Wells Fargo.
Broad product type experience, including multifamily (high-rise to surface parked garden style projects), BTR, mixed-use and self storage.

My expertise is project management and leading the execution of the full development process, from entitlements/predevelopment and construction through to asset management. I offer a broad array of services to real estate developers and investors that are detailed on the following pages.

You can benefit from my extensive experience without the need to take on permanent overhead. Depending on client needs, I offer the flexibility of performing services on an hourly basis or at a fixed monthly rate for longer term engagements.

Our Engagement Can Include Any, Or All, Phases of Your Project

I can be of assistance as soon as you have your site identified, including due diligence, entitlements, feasibility analysis and design.
I can be the primary point of contact with your general contractor, assist in developing your construction budget and schedule, and lead or assist in negotiating an appropriate construction contract.
I can be involved at every step of the construction process to track and communicate progress versus budget and schedule and to work with the contractor and design team to deliver the highest quality project.
I can coordinate between your general contractor and management team to ensure your product is delivered on a predictable schedule at the highest quality, as well as tracking delivery of required closeout documentation.
I can work with your management team to optimize operations and financial performance, as well as providing accurate and timely reporting.

Predevelopment

Phase

Lead/Coordinate Site Due Diligence
Select/Coordinate Selection of Design Team
Lead/Coordinate Zoning, Permitting and Entitlements
Conduct in Depth Market Research and Obtain 3rd Party Market Studies
Develop/Review Project Budget and Pro Forma
Coordinate with Finance Team During Capitalization Process
Review Joint Venture and Loan Documents

Preconstruction Phase

Act as Primary Point of Contact with General Contractor
Coordinate Pricing Effort with General Contractor/ Lead Value Engineering Effort
Review/Negotiate Construction Contract
Review Construction Schedule
Refine Project Budget