Client List

Representative Consulting Assignments

Product Development

Provided guidance on fund structure and pricing for this private real estate equity firm’s first time fund which attracted high quality institutional investor capital.

Engaged with the senior management team to help create the firm’s first real estate opportunity fund. This involved consulting on fund structure, terms and fees, marketing material and staffing of the organization.

Provided strategic review of the firm’s product line, recommendations for expansion into new products and initial development of a global real estate securities fund.

Capital Formation

Provided marketing support to this established opportunity fund manager in the marketing of its institutional funds and with client relations, conferences and internal advisory boards.

Developed recommendations for capital aggregation for green real estate strategy, including a review of the company’s proposed first fund.

Business Strategy

Strategically positioned firm for successful transition from domestic core separate account manager to global multi-product real estate investment manager: created marketing plan, conducted competitive analysis, recommended products and engaged resources for production of marketing materials and public relations.

Provided independent evaluation of real estate venture in Mexico jointly owned by a US bank and investment firm, conducting competitive analysis and evaluating US investor interest in order to recommend a build, sell or hold strategy.

Engaged by global real estate investment manager in transition from a US-centric to a global firm to survey the firm’s competitive market condition and present analysis and recommendations to senior management.

Engaged as strategic consultant to senior management and the Board on the state of the real estate private equity business. Material presented included assessment of the current market environment, universe of managers, segmentation of competitors, sources of capital and capital raising initiatives, investment products and structures, key trends and new directions.

Engaged to provide a sounding board for the firm in transition from one owner to another. Worked with team to develop plan and consensus for a new business strategy and revise product. Helped to develop a new generation of products, crystallize investment focus and select placement agent.