Delivering Tailored Solutions for Every Client

Investment Management

We offer a unique perspective, serving as both owner and service provider. Our expertise extends beyond private property valuation to include globally listed REITs and real estate operating companies, empowering clients to confidently navigate the complexities of the public market. Drawing upon our sector expertise, we excel in identifying opportunities and managing risks through rigorous financial analysis and market insights.

Valuation Reviews

We offer an external market perspective, thoroughly validating data and methods to meet appraisal and financial reporting standards. We use tailored checklists to question assumptions and improve investment valuations' accuracy. Through close collaboration with finance, portfolio management, and auditing teams, we ensure effective oversight and the efficient gathering of crucial information.

Portfolio Valuation

We offer comprehensive global real estate valuation services. Our expertise and market insights ensure precise fair value assessments. We develop and maintain internal valuation models using historical data, budget analysis, leasing trends, and market intelligence. Additionally, we hire and assist local valuation teams, building strong industry networks across the Americas, EMEA, and APAC regions.

Policy, Model Development & Training

We establish global valuation policies and governance, including a Valuation Policy and detailed Modelling Guidelines, staying abreast of industry trends, regulations, and professional standards like USPAP, CUSPAP, RICS Red Book, and IVS. We address property considerations, ensuring accurate equity and debt valuation. We create, update, and assess valuation models using advanced financial analysis techniques, employing tools like Argus Enterprise for comprehensive cash flow modeling. Additionally, we provide training on modeling best practices, maintain a global database of valuation assumptions and trends, and continually monitor market changes impacting real estate investments.

Portfolio Analysis & Leadership Insights

We provide results to key decision makers, like regional and sector leaders, the Audit Committee, Valuation Committee, and Investor Presentations. Our job is to optimize property and portfolio performance by comparing and analyzing them using benchmarks like MSCI, GRESB, and Nareit. We also carefully assess investment managers, including their fees and performance. We actively help create reports and materials for investors, including updates, marketing materials, due diligence documents, and quarterly/annual filings.