CORE’s high-touch bespoke advisory services give real estate developers and investors access to a personalized, institutional finance team.

Strategic Vision
Assist client in crafting a strategic vision by leveraging our industry expertise and knowledge.
Sourcing
Identify expansion markets, asset classes, and properties to build on our client’s goals and strategies.
Underwriting
CORE creates standardized institutional quality underwriting tools for its clients including financial models, research processes, comparable analyses, sensitivity, and scenario analyses to drive sound underwriting.
PSA & Seller Negotiations
Negotiate on behalf of the client’s best interest and work to achieve the most desirable outcome. Negotiations of price, key deal terms, and any other factors.
Financial Planning and Analysis
CORE creates bespoke FP&A tools that help principals make business decisions including financial models that “update to actual,” portfolio-level analyses, cash flow tools, etc.
DD & Closing
Lead the closing and due diligence process:

a) Lead and manage the data room

b) Manage third-party vendors and other long-lead items

c) Integration and transition post close
Portfolio Strategy & Asset Management
Post-Close, CORE reports on assets and identifies opportunities to create value, reduce expenses, and grow cashflow.
Investor Relations and Reporting
CORE creates customed investor and internal reporting for its clients that are updated on a quarterly or monthly basis.