Define and Achieve YOUR Goals

The commercial real estate business has evolved into a number of standalone functions - they often work to deliver services according to their priorities.

That creates poor alignment between compensation, outcomes, and client objectives.

But the need for a real estate advisor isn't always straightforward. Check out our video below on the importance of real estate consulting for investors, developers, & business owners regardless of experience level.

Our real estate consulting services are designed to help you maximize the value of your investments and reimagine how real estate can positively transform your business.

Business Growth Focused Real Estate Consulting

 

Every business owner has a unique story.

Some stumbled into opportunities. Others identified market gaps and deliberately created a product or service - both deliver real and tangible value for customers. 

And the passion required to take that leap of faith is inspiring.

But most business owners are overworked and stretched too thin. And that means that important questions are sometimes overlooked or simply ignored.

For an operating company, real estate is more than a line item on a P&L statement - and Marsh & Partners approaches it from a couple of different angles that cross over many different business functions. We find that real estate impacts businesses in two broad categories - day-to-day operations and long-term strategy.

Leverage Marsh & Partners' functional expertise to help craft and guide your real estate and business strategies.

We're here to help answer the questions you didn't even know to ask.

Day-to-Day Business Considerations

Businesses often grow from one space to another filling current space needs without considering real estate's impact on operations.

Does top-line revenue growth require the expansion of other business functions that change your space needs? Technological advancements and how people use real estate have changed drastically - have you considered the impact on your operations? 

Some day your business might need more space, bigger space, or space that's just different - finding the right type of real estate in the right location impacts operational efficiency and short-term business operations.

Long-term Strategy Considerations

As an investor, real estate offers the benefit of multiple profit centers - cash flow and asset appreciation.

As a small business, the equation changes slightly, and the circumstances might look different, but the wealth accumulation opportunities still exist.

There's a saying in the owner-occupied real estate world - if you need to pay rent anyway,  why not pay a mortgage instead and build some equity. There's truth to that, but it doesn't make sense for every business.

You could personally own your business's real estate, taking cash distributions, and accumulating wealth through equity and capital gains.

Too many companies treat their commercial real estate like a payroll service. It’s just a necessary part of business. Marsh & Partners built a commercial real estate strategy challenge to help companies challenge traditional wisdom and habit, and optimize their real estate.

Try The CRE Challenge Now!

Marsh & Partners real estate consulting and project advisory services for real estate investors and developers

Investment Real Estate Consulting & Project Advisory

 

Every investor has different goals. Every real estate developer has unique objectives.

But there's always a consistent underlying theme - an effort to maximize value creation through informed decision-making and process improvement.

Real estate is a localized asset and that's evidenced by the influence microeconomic factors exert over local markets. But the business cycle, public policy, and macroeconomic factors affect local markets as well. Understanding how the two coexists, being able to identify market inefficiencies, and exploiting those opportunities to create value through real estate investment or development is the key to transforming your business or portfolio.

Marsh & Partners' real estate expertise spans traditional industry boundaries - from infill development to county subdivisions, to project and construction management, to capital budgeting and financial investment optimization. 

Leverage Marsh & Partners' real estate consulting services for your next project to make better-informed investment decisions, maximize your returns and project outcomes, and get a leg up in an ultra-competitive industry

Types of Investment & Project Advisory Services

A feasibility study is an analysis used to determine the likelihood of success for a project.r

Feasibility Studies

An analysis of the strengths and weaknesses of a proposed project - we'll overlay all market analysis, financial considerations, due diligence, and project-specific requirements to assess the practicality of a project from a likelihood of success and return on investment perspective. We'll offer recommendations to improve a project's position to assist in your capital budgeting decisions.

A market entry study or new market analysis will identify key indicators like in-migration statistics and key competitor trends.

Market Entry Studies

An analysis of internal and external factors impacting the decision to enter a new geographic market or product type - identifies target buyer personas and addressable market, growth opportunities, client capabilities, cultural and demographic considerations, penetration strategies, and local government / administrative considerations. 

 

Financial modeling of a project's cash flows and debt on a proforma will help to assess the economic feasibility.

Financial Modeling & Analysis

A comparison of a project's anticipated returns against any IRR or return benchmarks - begins with proforma construction, cash flow and debt modeling, and a project valuation & profitability analysis - we'll incorporate all relevant cash flows, current market data (vacancy and rental data), and project market data at proposed project exit.

Turnkey real estate development advisory services for business owners, investors, and non-profit organizations

Development Advisory

Owners representative and a-la-carte real estate development consulting expertise and services for business owners, developers, investors, and non-profit organizations. Interested in a turnkey real estate development solution -  Marsh & Partners will be responsible for planning and directing all necessary activities and ensuring all requisite development services are delivered to standard.

Learn More About Our Development Services

Helping you maximize a site's buildable area and generate higher financial return through land planning and site layout.

Land Planning

Land planning services consist of code research, municipal development standards investigation, buildable area analysis, and an initial site layout and feasibility analysis. Land planning will help identify primary and secondary site cost drivers that could significantly impact a development budget, as well as identify possible "showstoppers" or roadblocks that may derail or slow a project. 

As part of Marsh & Partners' construction management services, we'll assemble all key players, direct and deconflict all critical planning measures and control and mitigate costs.

Construction Management

A professional management service with the goal of enabling successful and timely construction. Marsh & Partners will be responsible for directing and overseeing all tasks accomplished during actual construction, including: cost control and cost mitigation, schedule refinement and scope management, site investigations and conditions assessments, and coordination between all participating parties.

A portfolio recapitalization help to reduce an investors cost of capital while maximizing long-term cash flows.

Repositioning, Valuation, & Recapitalization

Enable better investment decision-making and portfolio returns through Marsh & Partners' property valuation and repositioning, and portfolio restructuring services. Optimize your balance sheet for future growth through a portfolio recapitalization or reposition your current assets to generate more stabilized long-term cash flows or in preparation for a project exit.

The capital budgeting process is necessary to determine an investment decisions relevant cash flows and internal rate of return (IRR).

Capital Budgeting & Decision Analysis

Whether you're a small business, investor, or developer, the capital budgeting decision-making process incorporates all relevant financial cash flows, investment, and operations criteria. Make better go/no go investment decisions by analyzing a project's project net present value (NPV), internal rate of return (IRR), and relevant payback metrics, through discounted cash flow project analysis.

Due diligence services for investment sales and real estate development projects - includes site selection and an analysis of highest and best use.

Project Due Diligence

Due diligence services for investment sales and owner-occupier transactions, as well as build-to-suit and ground-up development. Can include preliminary site and project investigation, code/ordinance and zoning research, utility and site analysis, and land or existing property highest and best use proposals. Marsh & Partners' project due diligence services arm you with high-quality information to guide your decision-making.

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Schedule a Meeting

I'm always excited to chat with folks who are interested in talking about buying and selling real estate - want to complement or diversify their operating company - or just want to brainstorm why real estate may be a smarter place to put investment dollars. 

Schedule a 15-minute introductory call with me to talk about your goals and how our unorthodox approach to the market can help you achieve them.