The company provides the following investment, finance and advisory services:

• Placement of Debt and Equity Capital (single properties or portfolios)
• Acquisition/Disposition Brokerage Services (licensed real estate broker in California)

• Capital Solutions, Restructuring and Workouts for Real Estate Organizations

• Corporate Finance, Accounting and Tax Strategies
• Strategic Portfolio Analysis and Creating Enterprise Value
• Temporary Executive Services in Accounting/Tax, Acquisitions/Investments and Finance
• Expert Reports and Testimony

Company clients have included:

• Tarragon Realty Advisors, Inc.
• The Broe Companies
• Rochdale Investment Management, LLC
• Lynch Investments, LLC
• MK Enterprises, Inc.
• MLP Real Estate Securities, Inc.
• Rhodes Companies, LLC
• First Citizens Bank
• Pine Capital

Sample of Completed Transactions

• Organizational, financial and tax structuring for a new real estate investment subsidiary of a large real estate construction firm.
• Brokerage sale for $6,300,000 of a 150 unit independent living facility in Fort Wayne, IN.
• Acquisition and equity investment of a 60,000 sq. ft. industrial building in Dallas, TX for $7,100,000.
• Financing placement of $21,500,000 for the land and horse racetrack in Orange County, CA.
• Securitized loan sale of $90,000,000 for a portfolio of commercial mortgages for a life insurance company.
• Underwriting and property analysis for more than $700,000,000 of loans in commercial mortgage backed securities pools.
• Financial and tax structuring for a department store REIT spinoff.

Minimum transaction size is $5,000,000.