Services

Who we work with and what we do

Engage us for a single task or the whole project, from feasibility and entitlements through financing, construction, and sale.

Who we work with

Three kinds of clients, one owner-side advisor.

Wood-frame homes under construction

Developers and builders

Feasibility, entitlement strategy, team assembly, project scheduling, bidding and buyout of general contractors, subcontractors, and consultants, financing packages, and owner’s representation from predevelopment through construction.

Open hillside land at sunset

Landowners and sellers

Understand what your land can become before you sell: zoning and entitlement potential, density options, and a clear picture of value drivers, so you can price and negotiate with confidence.

Architectural plan drawing

Investors and capital partners

Independent review of a project’s plan, budget, schedule, bids, and capital stack, plus owner’s representation, schedule tracking, and ongoing reporting during construction once you are in.

What we do

Seven practice areas

01

Entitlements

Site and zoning due diligence, entitlement strategy (including state density bonus and housing streamlining laws), application management, staff coordination, hearing preparation, and conditions of approval.

Site & zoning due diligenceEntitlement strategyDensity bonus & streamliningApplication managementStaff coordinationHearing preparationConditions of approval
02

Predevelopment

Pro formas and feasibility, unit-mix and program testing, due-diligence tracking, and consultant scoping and selection.

Pro formas & feasibilityUnit-mix & program testingDue-diligence trackingConsultant scoping & selection
03

Financing: debt and equity

Sources and uses, capital stack strategy, lender-ready loan packages, term sheet comparisons, and investor materials for the owner’s use.

We are advisors, not lenders, brokers, or broker-dealers.

Sources & usesCapital stack strategyLender-ready loan packagesTerm sheet comparisonsInvestor materials
04

Bidding and buyout

Bid packages and scopes of work for general contractors, subcontractors, and consultants: prequalification, bid solicitation, bid leveling and scope-gap review, negotiation support, buyout tracking, and award recommendations.

Bid packages & scopesPrequalificationBid solicitationBid leveling & scope gapsNegotiation supportBuyout trackingAward recommendations
05

Project scheduling

Master project schedules from predevelopment through closeout, entitlement and permitting timelines, contractor schedule review, critical-path and milestone tracking, and schedule recovery planning.

Master schedulesEntitlement & permit timelinesContractor schedule reviewCritical-path trackingMilestone reportingSchedule recovery
06

Owner’s representation during construction

Your representative on the owner’s side through construction: contractor oversight, budget and schedule tracking, draw and change-order review, OAC meetings, progress reporting to owners and investors, and lender coordination through closeout.

Contractor oversightBudget & schedule trackingDraw & change-order reviewOAC meetingsOwner & investor reportingLender coordinationCloseout
07

Sales and disposition

Pricing and absorption strategy, broker selection, condominium map and DRE public report coordination, HOA set-up, and presale strategy.

Pricing & absorptionBroker selectionCondo map & DRE public reportHOA set-upPresale strategy

Let’s talk about your project.

Engage us for a single task or the whole project.

Start a conversation