Executive Services

Executive Services provide immediate access to institutional PERE expertise on a fractional or outsourced basis, bypassing longer-dated, full-time employment and compensation agreements.

Fractional/outsourced roles include:

• Chief Investment Officer (CIO)
• Chief Financial Officer (CFO)
• Chief Operational Officer (COO)
• PERE Acquisitions Director/Vice President

Long-term advisory roles include:

• Advisory/Strategic board member focused on lower/middle-market PERE operators, sponsors, funds, and other (start-up) organizations

PERE Advisory

PERE Advisory spans an all-encompassing range of ad-hoc services typically provided by in-house/full-time investments or finance staff, or third parties such as real estate investment banks, placement agents, investment managers, brokers, and other advisors, including:

• Capital Markets: Debt and equity placement consultancy
• Placement/Investment Memoranda: Bespoke presentation materials for placement or recapitalization processes and investment committee evaluation
• Investment Underwriting: Tailored financial Excel/Argus analysis and underwriting for a wide range of major sectors, including Lodging, Multi-Family, Office, Retail, and Single-Family, as well as niche sectors including Cold-Storage, Datacenters, Manufactured Housing, Self-Storage, Senior Housing, and Student Housing
• Investment and Market Research: Ranging from stand-alone investment or market research to temporal analyses and/or algorithmic investment data models

Business Consulting

Business Consulting spans common management advisory scopes, including:

• Project/Process Implementation/Optimization: Implementation of structured internal processes such as institutional-grade investment underwriting/analysis in a PERE acquisitions team, or vertically integrating Asset Management teams/software with repetitive monthly accounting/reporting responsibilities 
• Staffing/Training: Build out of in-house/remote/outsourced teams from inception and role/responsibility definition to evaluating, hiring and customized training, and best practice implementation
• Business Development: Oversight and execution of PERE growth strategies or projects focused on investor relations, investment strategy, and/or portfolio allocation
• Venture Capital (Valuation) Advisory:  Capitalization and valuation (income/discounted cash flow (DCF), leveraged buy-out (LBO), relative valuation, and asset-based valuation) advisory at the corporate entity, or private equity real estate general partner ("GP"), level, including preparation for raising or recapitalizing equity and managing investors while scaling the venture

AI Integration

AI Integration covers a range of software and Artificial Intelligence ("AI") implementation initiatives, while leveraging extensive PERE expertise to ensure best-in-class deployment:

• Integrating Generative/Agentic AI: Prudent/institutional use of Generative or Agentic AI to assist human, long-standing/established PERE processes such as rigorous underwriting, executive writing, and external stakeholder reporting
• Applying Agentic AI in PERE: Institutional applications of Agentic AI, leveraging Massachusetts Institute of Technology (MIT) guidelines, in PERE environments - including  training, testing, implementation, governance, and ethical use
• AI Governance: Ethical, ongoing AI governance to match internal corporate and/or PERE industry standards
• AI Cost Analyses: Comparative cost and benefit analyses across different AI providers and models, tailored to (scaling) business demands