01 / SCOPED

Real Estate Specialist Advisory

Scoped per engagement

For operators with a specific deal, problem, or strategic question. Hourly or fixed-fee depending on the work, scoped after an intro conversation.

  • Capital structure and formation — debt, equity, and across the stack
  • Underwriting and deal evaluation across asset classes and geographies
  • Development advisory — entitlements, design, GC selection, delivery
  • Operations, asset management, and value-add strategy
  • Business strategy, structuring, and exit planning

Best for operators with a defined problem who need senior bandwidth applied to it.

02 / RETAINED

Retained Advisory

Monthly retainer

Ongoing, board-adjacent strategic engagement. Typically two to four hours per week, with regular touchpoints, deal and strategy reviews, and direct involvement in key decisions.

  • Embedded in your decision-making cycle, not on the outside
  • Direct involvement in capital, operational, and growth choices
  • Ongoing relationship that compounds — context builds over time
  • Monthly retainer scoped per engagement

Best for founders building a business who want a senior operator embedded in their decision-making over time.

/ Next step

Not sure which fits?

Start with a 30-minute intro call. We'll talk through what you're working on, figure out which engagement fits, and go from there.

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