Work With Us
REQUEST A FIT CALL.
Complete the short form so we can understand your holdings, structure, and upcoming decisions. If the situation appears aligned, you will be invited to schedule a 30-minute call for fit and scope. No advice, document review, or recommendations are provided before an engagement begins.
who we work with
We work with real estate and private equity investors, owners, operators, sponsors, and investment groups whose situations involve:
Multiple entities or partnerships
Commercial property
Active transactions
Selected engagements also serve REITs, lenders, credit funds, and commercial tenants.
what happens next
01
Answer a few short questions
A short form about your holdings, planned transactions, and fit.
02
Book a 30-minute fit call
We use it to understand your situation and whether we’re the right fit. It isn’t a working session, and no advice is given on the call.
03
Receive a written scope
If we’re a fit, you’ll receive a written scope and fee in an engagement letter. Work begins once it’s signed.
We take on five clients per season. One spot is filled. Four are open.
the short form
Submitting this form does not create a client relationship.
Not ready for a call? Join the waitlist instead.