Consulting and Strategic Planning
Portfolio Analysis - Tenant
The examination and detailed survey of a Tenant’s or Investor’s leased or owned properties.
- Analysis to determine overall usage, workplace environments, alignment of corporate strategy, visibility, expansion/contraction needs, valuations of owned assets, location assessments (labor, cost, risk), mark-to-market of leased assets and potential exit or monetization strategies.
- Existing Footprint vs. Need
- Culture, Brand, Innovation Alignment
- Attraction and Retention of Talent
- Lease Restructuring
- Asset Monetization: Sales, Sale-Leasebacks
Portfolio Analysis - Investor/Owner
Analysis driven to determine the value of the properties and how they perform. Prudent investors will do a yearly review and property analysis to make sure the properties are performing as they forecasted.
- Measuring Risk and Return by Asset
- Portfolio Strategies: Objectives – Risk/Reward, Asset Allocation, Markets,
- Sub-Markets, Property Selection, Deal Making, Asset Management
- Factors Affecting Value vs. Risk
- Issues impacting the NOI and Cap Rate
- Diversification Analysis
Marketplace Assessment of Value (MAV)
Determine the potential selling price or estimated “market” value of any commercial real estate property (Office, Multi-Family, Affordable, Industry, Flex, Retail, Land).
Unbiased, fee-based evaluation of a commercial property taking into account the following real-time variables:
- Current Market / Submarket Conditions: Vacancy Rates, Rental Rates, Concessions, Statistical Trends
- Property Evaluation (Need for Cap Ex, Property Taxes, Comparable Comparisons)
- Lease and Rent Roll Analysis
- 10 Year Argus Run
- CAP Rate and Sales Price Per RSF Comparison Study
- Demographic, Psychographic, Transportation and Amenity Overview
- Local Market Color: Recent Related Sale & Lease Comps, Tenants in the Market, Asset-by-Asset Comparisons, Recent Market Movement Impacting an Asset or Area
Gain a strategic advantage by implementing focused, productivity-driven solutions to manage employee concerns and organizational challenges.
- Client Surveys and Analysis
- Integration of Brand, Culture, and Environment in the Workspace
- Utilize Modern Design Techniques to Foster Creativity and Collaboration
- Increase Efficiency in the Overall Occupancy Footprint
- Understand and Optimize “Front” and “Back” Office Functions
Evaluate and craft a useful strategic plan for an organization’s real estate and facilities. The creation and integration of this element into an organization’s overall business planning tools is critical.
Monetization of Assets
Sales or Sale-Leasebacks
Downsize, Sublease, Re-negotiate Lease Obligations
In-house vs Colocation
Headcount Assessment & Planning
3, 5, 7 Years Out
(New Territories, M&A)
Industry Relevant Benchmarking along with Cost and Space Metrics (Compare Based on Revenue or Per Employee)
Integrate Brand, Culture, Innovation Concepts into Overall Plan
Liabilities & Assets vs. Future Priorities
Built-to-Suit vs. Short-Term Options
Lease vs. Own
Disaster Recovery Plan and Solutions
Lease vs. Own
Create a firm understanding of Real Estate Value vs. Business Value and the risks associated with both.
- Compare and contrast the financial and strategic advantages/limitations involved.
- Identify outcomes to both users and investors in a Sale-Leaseback transaction.
- Analyze the net present values (NPVs) and Internal Rates of Return (IRR) of different scenarios.
- Identify the sales price point of indifference where the NPVs of the user’s Continue-to-Own and the Sale-Leaseback alternatives are equal.
Supply Chain Analysis/Operational Efficiency
Integrate business strategy with supply chain initiatives. By analyzing the makeup of any operation through its inventory, new product development, customer base, logistics/distribution or procurement variables, we can craft a solution to match the needs of the organization.
- Current/Future Customer Base
- Inflow/Outflow of Product, Raw Materials or Inventory
- Transportation: Rail, Ports, Highways
- Labor: Access and Retention
- KPI (Key Performance Indicators) Creation and Assessment
Highest and Best-Use Studies (HBU)
Assemble a multi-dimensional analysis of a property or land site, by providing a real-time, submarket level assessment based on the following variables:
- Physically Possible: size, shape, topography, and other characteristics of the site
- Legally Permissible: permitted by zoning, land use planning, uses forbidden by government regulations, and uses prohibited by deed restrictions or covenants
- Financially Feasible: must generate adequate revenue to justify the costs of construction plus a profit for the developer
- Maximally Productive: generate the highest net return (profit) to the developer