Areas of Advisory Focus
We believe that a company that does everything is likely an expert at nothing. With this philosophy in mind, we utilize our expertise and focus on four primary areas within the residential sector:
STEP ONE >>
LEARN & UNDERSTAND
We ask critical questions about your business objectives, goals, and market conditions, to fully understand your needs.
STEP TWO >>
Strategically evaluate all viable options available to you and narrow the list to those sources who have the highest likelihood of success.
STEP THREE >>
CREATE THE BUSINESS CASE
To present the opportunity to prospective capital partners, we provide financial modeling and pitch preparation. We prove the viability of the available options and showcase the deal.
STEP FOUR >>
DISCUSS & SELECT
Discuss the short list of options provided to you. We take the time to re-review the scope and business objectives before final source selection.
STEP FIVE >>
MAKE THE PITCH
Pitch the opportunity to the targeted select sources who have interest and a successful track record in this specific deal type.
STEP SIX >>
Once a source has been identified, we work in collaboration with various third parties to help negotiate the most favorable economic terms for you.
STEP SEVEN >>
Upon contractual agreement between you and the selected source, we ensure all administrative functions, such as funds transfers, compliance, and reporting are completed.
Upon the completion of each engagement, we thoroughly review the process, which allows us to continually improve our client experience.