Many assignments start in the investment strategy stage. Here, we work with you to understand your strategic and financial objectives, identify, and evaluate improvement/deployment opportunities, and provide advice and action plans for meeting short- and long-term goals. We do this through proper due-diligence, investment, divestiture, active management, and reporting.

Buying and selling real estate isn’t just about the transaction; it’s about the insight and intelligence that goes into the execution of the investment strategy. We are creative in our approach to bring you intelligent acquisition and disposition solutions. We have built valuable relationships bringing off-market investment and sales transactions to private and institutional clients. We also have extensive experience and deep local, national, and global relationships for financing, venturing, and developing projects that provide you with the sponsorship you may need to grow your portfolio during challenging economic times.

Investment strategy involves bringing the right people into the conversation from the onset. Assessing the needs of the asset in question and involving the right teams means having our Real Estate Management Services experts accurately report on how efficiently the asset is being managed. This can include financial reporting all the way through to “boots on the ground” maintenance and capital improvements, most of which could be facilitated in-house. In a post-pandemic world, programming has become an important part of tenant attraction and retention.

Our Data Analytics team is supported by a global intelligence platform, AVANT by Avison Young. This leading-edge data platform facilitates transparency, accessibility and understanding to our markets, trends and market dynamics, allowing clients to make informed decisions that realize the full potential of their real estate. Beyond property and market analytics, AVANT provides access to transportation data, air quality ratings, building attributes, walk scores and more – helping make critical, strategic decisions for clients’ overall business.

In addition to our collection of experts to effectively address the needs of an asset, ESG is a critical component of any project we undertake, as we leverage data, technology, and expertise to support clients on their ESG journey. Our ESG commitments are aligned to the UN Sustainable Development Goals (UNSDGs), and we partner with clients to improve energy performance, reduce the carbon impact of the buildings we manage for them, as well as advise them to explore renewable generation opportunities on for their premises.

Once you’ve passed the Investment Strategy stage of a project, your next stop is Transactions and Capital Strategies. Here, we help prepare to acquire, dispose, lease, or develop/upgrade a property.

Our capital markets specialists can ensure best-in-class service as well as positive outcomes. They specialize in off-market transactions, particularly where execution is challenging due to lack of quality supply.

Our debt and equity finance group specializes in arranging permanent secured, constructions/development, mezzanine, and structured finance options to deliver the optimal structure with the ideal capital provider, enhancing the value of a complex transaction. Together with investors, we can also support joint ventures and tokenization/syndications, creating and managing the best reporting structures and ongoing support for all parties.

Our brokerage operations deliver experienced market intelligence, using analytics from AVANT to provide a market narrative specific to your current or prospective assets. This could include nuanced guidance that may not be available in spreadsheets or in other analytics, such as: what competitive assets are offering in the form of amenities or flexible office options, and the detail behind lease comparables.

Using our deep market intelligence, our Valuation and Advisory team offers reliable appraisals reporting and responsive service. Whether it is the disposition, acquisition, financing, quarterly or annual reporting and litigation, you need to know the value of the asset. That’s not always easy to do when economies in global markets continue to fluctuate. Our team protects and maximizes your real estate investments.