Capabilities

Accounting and Financial Reporting

Our team ensures that all accounting, reporting and cash management procedures are handled in accordance with generally accepted accounting principles. We take responsibility for providing project accounting, reporting, the draw process, compliance with GAAP, Fund accounting and GAAS. We also coordinate with outside auditors, manage cash and documents and offer efficient tax-planning services.

Asset Management

Once an asset is acquired, we form a business plan and implement the most appropriate asset strategy. With a focus on serving each client’s investment strategy in order to achieve the highest ROI, we provide hands-on asset management and monitor each investment throughout the entire development cycle, communicating asset and portfolio performance to our investors.

Construction Management

Once development plans are finalized, our team transforms each complex community vision into reality. We prepare the overall development site, including the residential and community lots. Then we install infrastructure such as utilities roads, bridges and drainage systems, and we construct parks and recreational facilities. We provide onsite supervision, coordination of subcontractors and management of all compliance with governmental jurisdictions.

Our team also implements required repairs and remediation, and we can manage construction bids, award contracts, engage subcontractors and manage the contractual process.

Dispositions

Our dispositions team makes a point of knowing our customers and their businesses. In our view, that makes us not only better land sellers but also better buyers, planners and developers. By developing relationships and understanding our customer’s pro forma, building and finance costs, we can design and entitle projects with a product mix and segmentation that maximizes the value of every sale.

We’ve sold thousands of residential lots, so we enjoy long-term, meaningful relationships at the highest levels of both the leading public and private homebuilders. Through our experience of selling hundreds of acres of commercial parcels, we enjoy strong relationships with leaders of apartment, retail, office and industrial development companies.

Entitlements and Public Affairs

Our team listens to each community’s needs and concerns, and works closely with local stakeholders, government representatives and constituents to ensure that every development is a success. These relationships are critical to obtain support and approvals that enable development to go forward.

Our capacity for innovative and creative problem-solving helps overcome complex issues related to environmental concerns, remediation, transportation, infrastructure, geo-technical issues, sustainability, historic preservation and other challenges.

Legal and Compliance

We provide legal guidance and oversight on key day-to-day asset management and when appropriate, we engage outside legal counsel to minimize cost and maximize outcome. We advise and assist with the obtaining of necessary entitlements and development permits, the documentation of purchase and sales agreements, financing documents, operating agreements and development and construction documents.

Marketing

We provide our clients and partners with a custom mix of marketing services and resources. These may include developing a branding and marketing strategy, including development of a brandmark and name, website, signage and print and digital advertising, including email campaigns and social media campaigns.

Our team is also available to stage grand opening events, conduct public relations and coordinate photography. We can also manage interest-list retention and broker co-op programs.

Planning

Our team of strategists, forward planners and architectural experts designs our projects to maximize the value of our clients’ real estate assets while meeting market requirements and providing public benefits to residents and businesses.

While meeting the return-on-investment goals of our partners and clients, we establish positive two-way relationships with public officials, incorporating their objectives and allowing for their feedback at every stage of the planning process.

Project Management

We develop solutions, maximize value and complete projects for properties at any stage of planning, entitlement or construction. Our team understands the importance of detail-oriented project management. Superior development plans require thoughtful execution to be successful and all contributors need focus throughout the land development and construction phases to ensure a vision is fulfilled.

We coordinate project budgets and schedules, negotiate development agreements, impact fees and credits, and form community facilities districts. Where needed, we manage existing home owners associations and establish relationships with regulating agencies.

Risk Management

Our team is prepared to assist clients and partners with all issues related to risk management.

We design and coordinate programs for risk management, insurance and loss control, and we adopt proper financial protection against risk transfer, risk avoidance and risk-retention programs. We design master insurance programs and self-insurance programs while securing coverage at the most favorable terms, conditions and costs. We actively participate in all contract negotiations involving insurance and can establish indemnity and insurance requirements for contract forms.

If required, we can help select and manage insurance brokerage representatives, insurance carriers and other necessary risk management service providers. In addition, we can review, analyze, chart and report on loss runs, loss prevention reports, property inspections, and risk management trends and practices.

Underwriting

We provide an independent assessment of the financial viability of new acquisitions and existing assets, acting as an internal financial consultant to assist with new business ventures, strategic planning and other special projects.

Building lasting partnerships and communities.