Advisory Services

Unlike competing firms, as part of a financing assignment or on a contract basis, we provide a full array of support services customized to the specific needs of each client. With uncompromising attention to detail, we will analyze issues and present alternative strategies or structures. Our experience in problem-solving translates to smoother transactions with maximum value and less time invested by our clients.

  • Market Expertise / Feasibility: Each office has an experienced mortgage banker available to help formulate investment or development strategies based on appropriate market-driven assumptions. Some of our offices have complete databases with the most current market, demographic, sale, cost and rental comparable data that can be utilized to assist borrowers. We can provide feasibility analysis, market positioning strategies, discounted cash flow modeling, tenant credit reviews, and advice on leasing issues.

  • Due Diligence / Feasibility / Budgeting: In addition to financing, some of our offices employ professionals with expertise in development. We can accept an assignment for zoning, entitlement or permit processing; or once construction is underway, review change orders or process draw requests in compliance with lender requirements. We provide professional assistance regarding title, survey, environmental, soils or structural issues.

  • Financing Facilitation: We provide processing services to facilitate lender requirements and obtain approvals in regard to holdbacks or leasing earn-outs, insurance certifications and lien releases.

We seek to simplify and assist our clients on a full-service basis. With our flexible and team-oriented approach to service, we can help you:

  • Increase productivity by allowing you to focus on your areas of expertise.

  • Improve service to your clients by allowing you to focus on your customer, while transactional pieces are completed in a reliable and seamless manner.

  • Improve cost efficiency by minimizing client staffing and training.

We are recognized for our highest quality of work, professionalism and service-oriented approach. Our business is focused on our client’s needs in order to help ensure a most successful project.