A Full Service Real Estate Investment and Advisory Firm
WE SPECIALIZE IN ADVISING INVESTORS ON THEIR U.S. REAL ESTATE STRATEGIES.
We provide our clients with a comprehensive range of advisory services. Our clients benefit from a local team of dedicated professionals, without the burden of staffing a U.S. based investment office. These services provide our clients the ability to source, underwrite, negotiate, finance, document and close transactions ranging in complexity from a single property acquisition to large, multi-property portfolios.
Through frequent dialogue with our clients, we create well-defined investment criteria for each of our clients which include desired property sectors, targeted geographic regions, acceptable risk parameters and appropriate investment return thresholds. We then use our established network of public and private real estate owners, developers and brokers to source investment opportunities on behalf of our clients.
We coordinate all required due diligence to assist clients in making fully informed investment decisions, including financing advisory services and collaboration with counsel in the documentation of every acquisition. With legal, investment banking and acquisitions experience, our professionals are well positioned to offer clients important leadership in the negotiation, documentation and closing of every acquisition.
Our professionals have many years of asset management expertise and take a hands-on approach to monitoring assets and making strategic and tactical recommendations to our clients. This experience is utilized to make strategic decisions that enhance the economic returns of our clients’ investments.
We carefully screen on behalf of our clients, property management and leasing agents to ensure that they have a proven track record not only in management and leasing, but also in areas such as research, valuation, financial reporting, risk management, technology and construction. Strategic changes and tactical decisions that affect property and/or portfolio performance are reviewed and approved by us after consultation with our clients.
Once acquired on behalf of a client, each asset or portfolio of assets is subject to a hold/sell analysis prepared in connection with the annual plan. A property’s performance is reviewed as is its contribution to portfolio returns, if applicable. The decision to hold or sell an asset considers numerous factors including: client objectives, asset sector dynamics, market / submarket status, anticipated capital requirements, rent roll quality, and capital market conditions.
Once a property or portfolio of properties is identified for disposition we will present supporting analysis to our client. We then discuss the advantages and disadvantages of various approaches, and if our client agrees with the sale recommendation we will effect the disposition process. As a firm we proactively manage the disposition process, the basic components of which include preparation for sale, marketing for sale and execution of sale.
We frequently represent clients in the formation of joint ventures for the acquisition or development of real estate. These joint venture relationships have included partnerships between our clients and private owners, private developers, public REITs and private REITs. In addition to performing the traditional acquisition advisory services necessary to complete a real estate acquisition, we also provide clients seeking joint venture relationships with specific advisory services related to the details of joint venture structures including: joint venture governance and decision making; fees associated with acquisition, asset management and disposition; performance based “promotes”; dissolution/exit mechanisms; buy-sell/change of control procedures; exclusivity and performance reporting.
We assist our international clients in overcoming one of the significant hurdles in attracting joint venture investment opportunities with U.S. based real estate partners – i.e., the concern by partners that a non-U.S. based investor will be inaccessible for real-time decision making relating to U.S. investments. On behalf of our clients we act as a local representative with the ability to attend meetings, tour properties, participate in conference calls and make decisions on a U.S. timetable. It is our job to bridge any time zone differences and ensure that decision making is always conducted in a manner that maximizes the opportunity for a successful investment.
We provide restructuring advisory services for our clients to improve the financial performance or recovery of underperforming investments. In particular, we specialize in aiding clients in situations where decisions need to be made quickly, often times with imperfect information. Working in conjunction with our clients we will assist in devising and implementing turnaround and restructuring plans. This often includes modifying and amending loan terms, waiver negotiations, loan buybacks, recapitalizations of transactions, modeling and re-forecasting of financial projections.
We are considered a leading advisor to clients seeking real estate acquisitions and financing structured in a Sharia compliant manner. Since the firm’s inception, we have been a thought leader on strategy and structuring ideas relating to the acquisition and financing of real estate on a Sharia compliant basis. We are often called upon to speak on the topic of Sharia compliant real estate investing by international publications and professional associations.