Investment Management

Proven execution in arranging joint ventures, preferred equity, construction loans, and refinance products. 

Our Investment Management Experience

Development Management

Experience across a large variety of complex real estate strategies and stages of execution:

  • ​Urban Mixed Use Development ​
  • Multifamily Garden, Wraps, Podium & Below-Grade Strategies ​
  • Build-to-Rent & Townhome Infill ​
  • For-Sale Highrise Condo & Low-Density Strategies ​
  • Speculative Office Development ​
  • Hotel Conversions ​
  • Predevelopment & Land Planning ​
  • Investment-Rehab ​
  • Construction-to-Perm ​
  • Merchant Build & PERE Strategies

Expertise in development management activies across $3 Billion dollars of real estate:

  • Market Analysis & Thesis Formation
  • Site Selection & Project Due Diligence
  • Sponsor / Manager Due Diligence
  • Development Modeling – mixed use / single use
  • Development Schedule & Budget Formation
  • On-Demand Development Manager
  • Co-General Partnerships on a select basis
KABR Portfolio | $220,000,000
  • 4x Class A/B Properties
  • 1,000+ Apartments
  • ​Role: Asset Management & Capital Markets
  • ​Jacksonville, FL
Strategic Management & Advisory
Josephine | $58,00,000
  • Multifamily Construction
  • 166 Apartments w/ MFTE
  • ​Role: Asset Management & Capital Markets
  • ​Seattle, WA
Strategic Management & Advisory
Amplitude Portfolio | $325,000,000
  • 9+ Class C Properties
  • ​1,700+ Apartments
  • Role: Interim CFO over Asset Management & Capital Markets
  • Phoenix, AZ
Strategic Management & Advisory

We provide fractional/interim CFO services, on-demand finance teams, corporate modeling, executive dashboards, financial reporting, technical accounting support, and assistance with special situations.

Our Experience

Technical & Advisory Services

Our Technical & Advisory Services:

  • Fractional / Interim CFO​
  • On-Demand Finance Team / Analyst / CPAs​
  • Corporate & Portfolio Modeling​
  • ​Executive Dashboards & Board Decks​
  • Financial Statement Compilations & Reporting
  • Technical Accounting – 1031 Exchange, 0pportunity Zones, Real Estate, Construction, Ownership, Transactions, & Lending Transactions
  • Special Situations & Workouts

Technical Services

Professionalize your growth & prep your firm for the major leagues

Certified Public Accountant (CPA)

Best for: Real estate funds, development, construction, skilled trades, property management, and asset-heavy industries
  • ​Implement accounting systems and establish or update proper chart of accounts
  • Cash Reconciliation: Reconcile bank to book monthly
  • Financial Statements: Monthly close and P&L, balance sheet, CF
  • ​Prepaids / Accruals: All balance sheet accounts booked monthly
  • AP / AR: Implement systems and manage tracking and monthly process
  • Payroll: Implement systems and run 2x monthly withholding/payments
  • Goodwill / Fixed Assets / IP: Track basis, depreciation, amortization, gain/loss
  • Construction: Percentage completion method accounting
  • JVs / Funds: Accounting for NAV and capital accounts

On-Demand / Interim Controller

Best for: Companies with in-place accounting teams; Companies with $5+ million in revenues Companies not yet ready for permanent Controller
  • All Essentials / CPA included, plus:
  • Policy Formation: Develop formal accounting and internal controls policy
  • ​Lead Existing Staff: Lead / oversee seamless monthly close and financial statement production for complex orgs
  • Technical Accounting: Research & author accounting treatment on transactions and special situations
  • ​​Tax & ​Audit Support: Manage 3rd party engagements and curate documentation packages
  • ​ERP Implementation: Recommend and oversee install of premier ERP software
  • ​Insurance: Examine and manage GL/property/D&O/other insurance policies
  • ​Compliance: Maintaining good standing on federal/state/local filings

On-Demand Analyst / CFO

Best for: Companies in transition; Companies preparing for transactions; Companies not yet ready for permanent CFO;
  • Executive & Board Reporting: Produce monthly books with MD&A, financial modeling, and dashboards
  • Financial Management: Assess profitability, risk, & WACC and author proper allocation of resources
  • ​Treasury: Manage liquidity, transactions, and project funding
  • IR & Capital Markets: Produce transaction models, OMs, and arrange sources of funds
  • Special Situations: Prepare for transactions and help lead during turbulence / transition
Brain Mitigates Your Greatest Risks:

Failure to Capitalize & Unpreparedness