Real Estate Investment Banking
Our real estate investment banking team delivers comprehensive financing and advisory solutions across all sectors of the commercial real estate market.
How we work

Our real estate investment banking team delivers both strategic expertise and capital resources to support financing needs for operations, acquisitions, and follow-on or public offerings. We offer comprehensive financing solutions for private owners, institutional investors, public and private equity markets, as well as all types of REITs.

Through our established network of joint venture partners, we facilitate funding and advisory services for both buy-side and sell-side transactions. Our experience spans a broad range of real estate sectors, including hotel and hospitality, retail properties and shopping centers, public-sector utilities, multifamily housing, industrial and manufacturing facilities, and general real estate development projects.

By leveraging partnerships with commercial lending platforms and executing capital markets mandates, we provide tailored placement solutions for diverse real estate investment initiatives. Our team’s deep industry knowledge enables us to support clients across the commercial real estate spectrum—from financing and joint ventures to acquisitions, divestitures, and specialized market advisory—covering every stage of the value chain.

Real Estate Services
01. Buy & Sell-Side M&A Advisory
Advising clients on mergers, acquisitions, or sales of real estate assets or companies, including valuation, structuring, and negotiation support.
02. Initial Public Offerings (IPOs)
Assisting real estate firms or REITs in going public by raising capital through equity markets and managing the IPO process.
03. Follow-on Equity Offerings
Helping companies raise additional capital post-IPO by issuing new shares to fund growth, acquisitions, or operations.
04. Debt Financing
Structuring and sourcing debt solutions (loans, bonds, mortgages) for property acquisition, development, or refinancing.
05. Operations & Management Consulting
Improving the operational efficiency, asset performance, or portfolio management strategies of real estate organizations.
06. Public Note Offerings
Issuing debt instruments to public markets to raise funds for real estate-related initiatives, typically secured by assets.
07. Joint Venture Capital
Forming strategic partnerships where capital and expertise are combined for shared investment in real estate projects.
08. Private Equity
Raising and deploying capital from private investors into high-potential real estate investments or development ventures.
09. Preferred Equity Offerings
Raising capital by offering preferred shares with fixed returns, usually prioritized over common equity in a liquidation event.
10. Public Market Equity Capital
Helping firms raise capital by issuing equity on public markets, often used to expand or strengthen their balance sheets.
11. Retail, Shopping & Entertainment
Specialized advisory and capital services for malls, retail centers, entertainment complexes, and lifestyle destinations.
12. Real Estate Investment Trusts (REITs)
Advising and financing REITs in capital markets, asset acquisitions, and portfolio optimization strategies.
13. Hotel, Hospitality & Lodging
Assisting in the acquisition, financing, development, and sale of hotels, resorts, and extended stay facilities.
14. Homebuilding
Partnering with developers and builders on funding, land acquisition, and project planning for residential housing projects.
15. Timber, Farm & Agriculture
Advisory and capital placement in rural or agricultural land, including timberland investment strategies.
16. Private Real Estate
Tailored solutions for non-public, private investors or family offices investing in real estate assets or developments.
17. Self Storage
Support for the acquisition, development, or recapitalization of storage facilities, a growing niche in CRE.
18. Large Multifamily
Advisory and financing for apartment complexes or multi-unit residential developments, often with institutional backing.
19. Public Sector Utilities
Engagements involving government-owned or operated utility infrastructure and facilities, often tied to land or facility deals.
20. Industrial & Manufacturing
Capital and advisory services for factories, logistics hubs, distribution centers, and industrial parks.
Deep Industry Expertise
Transportation & Logistics
Business & Consumer Services
Web, Software & Technology
Healthcare, Pharma & Medtech
AgTech, Food & Agribusiness
Energy, Oil & Gas & CleanTech
Contracting & Construction
Manufacturing & Industrials
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Tailored Real Estate Capital Advisory

We take a disciplined and customized approach to real estate investment banking, working directly with owners and investors on unique capital financing initiatives. This allows our clients to focus on their core operations while we manage the financial strategy and execution behind each transaction. In every engagement, our team delivers the investment support tailored to the specific needs of the project.

Our clients range from passive investors to hands-on real estate managers, each facing distinct challenges. We specialize in navigating complex transactions to help them address immediate business needs while optimizing long-term outcomes.

We collaborate with certified appraisers to accurately value real estate assets, ensuring timely and informed decisions. Once valued, assets can be structured for various capital events—including debt or equity financing, divestitures, or co-investments with strategic partners.

Our experienced brokerage team supports both buyers and sellers, facilitating smooth, efficient transactions from initial valuation through to closing.

Real Estate Capital Markets

Our team is dedicated to delivering the right form of patient capital to help real estate clients execute projects of nearly any size. We specialize in structuring the optimal mix of equity and debt within the capital stack to align with each client's specific goals and project requirements.

With decades of experience across a diverse range of property types and investment structures, we provide more than just funding—we build the right financial and strategic partnerships to ensure long-term success, sustainability, and value creation in every transaction.

Commercial Loan Sale Advisory

As real estate loan portfolios continue to shift with changing market dynamics, our loan sale advisory services are designed to help clients adapt their strategies in real time. We take a hands-on, tailored approach to optimize sales velocity—whether for single-asset dispositions or large-scale portfolio transactions.

Our team conducts thorough due diligence on each asset and its underlying financials, ensuring that both buyers and sellers can move forward with confidence and clarity. By evaluating each opportunity individually and crafting a compelling investment narrative, we act as strategic advisors throughout the process—delivering the high-touch, personalized service our clients expect and value.

Asset Management

Our asset management partners play a critical role in maximizing the value of our clients’ real estate portfolios, particularly in preparation for a sale. Through strategic asset enhancement and value optimization, we help position properties for stronger market performance and increased returns.

The asset management team ensures that due diligence is thorough, transparency is maintained at every stage, and operational efficiency is upheld throughout the sale process—delivering a seamless and value-driven experience for our clients.

Mergers & Acquisitions

Our real estate M&A services support clients in navigating recapitalization, restructuring, and strategic growth opportunities designed to enhance scale and maximize returns. By guiding clients through direct deal processes and tailored transaction structures, we help create an environment optimized for long-term success.

We offer hands-on support across complex capital market transactions, delivering a customized approach for every engagement—regardless of deal size, asset class, or market segment. Our M&A advisory covers investment capital sourcing, inorganic growth strategies, structured sales, asset divestitures, joint ventures, partnerships, and portfolio securitizations.

In today’s evolving market landscape, having an experienced, strategic deal team makes all the difference in achieving successful outcomes.
Contact us
Industries
Transportation & Logistics Business & Consumer ServicesWeb, Software & TechnologyHealthcare, Pharma & MedtechAgTech, Food & AgribusinessEnergy, Oil & Gas & CleanTech Contracting & ConstructionManufacturing & Industrials

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