Our Services

A fundamental theme at CRE Vertical Advisors is the importance of connecting the dots across the industry to achieve long-term and sustainable value. Asset Management touches nearly every discipline across the real estate vertical. The likelihood of success is increased when methodical execution is combined with the systematic coordination of those disciplines towards attaining a well-defined goal.

Our onboarding process starts with obtaining an understanding of your current position and then working with you to set clear objectives. We recognize that, for private investors, family offices and high net worth individuals, objectives encompass more than just hitting a financial metric, it can involve educating the next generation on their assets; working with outside tax consultants, estate planners and attorneys; or patiently working with partners or family members to bring together a meeting of the minds.

Our holistic approach provides a flexible platform where we can develop and execute a strategy that is implemented across the multiple real estate disciplines, including:

• Acquisitions

• Due Diligence

• Financing

• Leasing Oversight

• Operations Oversight*

• Accounting/Reporting

• Risk Management

• Exit Strategies

*If we serve as the Asset Manager or are otherwise involved in setting the strategy for the property/portfolio, we will also provide Property Management services for select clients. Property Management is the boots on the ground component of the overall asset management strategy, including tenant relations, lease management, property accounting, maintenance, and other day-to-day oversight. Instituting best practices that are aligned with the overall strategy will put ownership in the best position for success.

Our advisory services were designed to work with and guide investors and companies that serve the real estate industry on the best practices to meet their objectives.

In circumstances where clients do not need full blown Asset Management Services, we can utilize our holistic approach to provide focused solutions for specific tasks or projects, whether short or long term. Working in conjunction with your team, we can hone in on one or more of the disciplines listed above, by providing hands on services or serving as your trusted advisor.

For longer term or more structured assignments, check out our Fractional Solutions below…

We understand the systems involved in running a real estate investment company or an operating firm with property holdings. Clear objectives and execution are critical, whether you own one property, ten properties or fifty. However, not every portfolio can justify the overhead expenses and processes to support a full-time staff, especially one with decades of experience.

Our Fractional Services help to address this issue – by providing a high level of service at significant savings (and reduced headaches) when compared to carrying full time staff. Given the uniqueness of each company, we work with our clients to review their current operations and design and implement a scope of services as an Outsourced Member of their team, helping to fill the gaps.

If you are a syndicator under special circumstances, we can also provide this infrastructure support as part of our Co-GP Platform.