Real Estate Services for Family Offices

  1. Todd Carpenter

    Todd Carpenter

    Managing Principal

  2. Tracey Nguyen

    Tracey Nguyen

    J.D., MBA


Our portfolio services for family offices' real estate and high-net-worth individuals are designed to help manage the full cycle of your real estate investments so you can focus on your business, career or other endeavors knowing that your assets are in good hands to perpetuate generational wealth.
  • One-time consultation or annually as part of our comprehensive outsourced asset management services
  • Portfolio evaluation — highest and best use analysis
  • Risk assessment
  • Investment strategy optimization
  • Real estate investment education for family members
  • Portfolio and individual asset sensitivity analysis
  • Source assets based on your objectives
  • Underwriting, business plan and market research
  • Legal, letter of intent and contract negotiations
  • Tax credit and incentive guidance: 1031 exchanges, Historic Tax Credits, Low-Income Housing Tax Credits, New Markets Tax Credits, Opportunity Zones, solar credits and state and local incentives
  • Project financing: debt sourcing, lender negotiations and closing, capital placement and co-investment when applicable
  • Feasibility assessment
  • Project strategy and budget underwriting
  • Ground-up, repositioning or tenant improvement
  • Design team and contractor selection
  • Construction oversight and risk management
  • Capitalization requirements and lease-up strategy
  • Portfolio return and property performance monitoring
  • Selection, oversight and evaluation of property manager and leasing agent(s)
  • Asset risk mitigation
  • Budgeting, financial reporting, benchmarking and cash flow management
  • Lease sensitivity analysis
  • Manage cash distributions of income
  • Hold/sell analysis to support your objectives
  • Action plan creation to prepare for sale
  • Broker selection assistance
  • Due diligence management
  • Purchase and sale agreement negotiations
Office building at night
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