PORTFOLIO ADVISORY

Portfolio Intelligence

Strategic analysis for complex real estate portfolios. We produce the intelligence that principals, advisors, and fiduciaries use to make the best decisions including transactions, settlement, disposition, restructuring, and valuation decisions across multi-asset holdings.

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Portfolio Services

Valuation Intelligence

Portfolio valuations layered with market positioning, comparable transaction data, and cap rate analysis to identify mispriced assets and optimal sequencing.

Scenario Planning

Stress-testing portfolio outcomes across different market conditions, sale timeframes, and buyer environments to stress-test your exit strategy.

Buyer Mapping

Institutional, REIT, 1031 exchange, private equity, and regional capital — mapped to specific assets and tranches to compress time-to-LOI.

Execution Roadmap

Sale sequencing, timeline architecture, and go-to-market strategy designed to compress execution while protecting pricing across all tranches.

Entity & Structural Analysis

Entity structure mapping, related-party exposure, tax position analysis, and regulatory risk flags surfaced before the data room.

Risk Architecture

Concentration risk, tenant exposure, environmental flags, and structural vulnerabilities identified and quantified at the portfolio level.

Our Markets

United States

Office distress is accelerating, with buildings trading at 90% discounts and $1.5 trillion in commercial debt maturing by year-end. Tariffs have pushed steel and copper costs up 20%+ and erased 60,000 construction jobs since December 2024. Capital is flowing, but selectively — pricing is granular, and due diligence is decisive.

Canada

Trade war uncertainty and CUSMA renegotiation are suppressing investment decisions across sectors. GDP growth forecast at 0.7% makes 2026 one of the weakest years outside a recession. Ontario and BC remain under pressure with condo pre-sales down 60% from 2024 levels and developers shelving projects. The first population contraction in Canadian history is reshaping demand assumptions.

Q2 2026

US Single-Tenant Net Lease
Market Intelligence Brief

Private Capital · Family Offices · Institutional Investors

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Q2 2026

Ontario Private Mortgage
& Real Estate Portfolio Risk

Private Lenders · MICs · Lender-Side Counsel · Insolvency Trustees

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Portfolio Disposition

$400M

Portfolio value · 11 assets

$28M

Pricing uplift from sequencing

5 months

vs. 14-month all-at-once estimate

What We've Learned

Tranche by buyer pool, not asset class

The fastest path to liquidity isn't selling everything at once — it's matching assets to the buyers already looking for them. Regional capital closes faster than institutional. Sequence accordingly.

Surface deal-killers before the data room

Related-party leases, below-market rents, entity complexity — buyers find these anyway. The difference is whether you've restructured them or they've walked.

Broker recommendations attach at the team level

The firm name matters less than the three people who will actually work the deal. We map buyers and brokers to specific tranches — not logos, teams.

Process

Data Ingestion

We work from what you have: auditor valuations, internal models, rent rolls, lease abstracts, and entity documents. We avoid redundant appraisal work. If gaps exist, we identify and scope targeted supplemental analysis.

Portfolio Architecture

Segmentation, tranche analysis, buyer mapping, pricing analysis, entity and tax review, and carve-out identification. Every recommendation is grounded in transaction data and market conditions, not opinion.

Strategy Deliverable

A committee-ready document covering portfolio structure, tranche composition, buyer targeting, broker recommendations, execution timeline, tax considerations, and risk flags. You take it to your board, your counsel, or your broker.

Engagement

ENGAGE

Portfolio Strategy

— Portfolio Intelligence Report
— Valuation & Pricing Analysis
— Buyer & Broker Mapping
— Execution Roadmap
— Entity & Risk Analysis

FOR A PRIVATE BRIEFING