Other Services
Advisor | Buyer's
Representative | Seller's Advocate | Portfolio
Manager
We make no apology for it. Arranging commercial real estate
finance solutions for our clients is our primary business. We love doing it and
have been very successful with our efforts. Over the years, however, several
natural extensions of our core business have evolved and are now offered to our
clients. Investor Advisor. Buyer’s Representative. Seller’s Advocate.
Portfolio Property Manager.
Advisor
Our finance services by their very nature put us in a
unique position. We have met and developed relationships with numerous real
estate buyers, developers, lenders, and investors. We have learned how they think
and what they like. We have had to learn what it takes for commercial real
estate to be a good investment. Our lenders demand it. And of course we have had
to master the disciplines of commercial real estate valuation and measuring
rates of returns.
It is this extensive background in “street smarts” that
many clients find useful as they go about buying, selling, developing, and
investing in commercial properties. We often provide the more extensive
services described below or we may be consulted on some of the day-to-day issues
that often come up. Sometimes we just listen or we may take a more proactive
role in a particular project or transaction. We are glad to accommodate in any
way that best fits our client’s needs. Fees for this service can be hourly or
fixed for a specific engagement.
Buyer’s Representative
Finding the right real estate investment takes time and
effort. Through our established contacts and national resources, we find
and present properties others cannot. Our involvement can begin early in
the process or we can advise at a moment’s notice on strategy, pricing,
structure, and terms.
Price and value rarely match. To be prepared, you
must know in advance what the investment property is worth. Shields can provide
assistance with:
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Analyzing the property’s history, operations finances, and outlook
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Building financial models to examine various scenarios
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Applying valuation approaches based on present values, market comparisons, or asset
values
We help structure transactions that maximize benefits and
minimize risks. We initiate discussions with its management and advisors.
We understand the intricacies of the process and the evolution of the deal.
And we carefully tailor our services to meet your needs.
Fees for these services are usually paid by the seller.
Seller’s Advocate
Choosing a
savvy financial advisor is an important first step to selling your real estate.
At Shields, we help you plan and complete sales transactions that maximize
investor value.
We advise on the price your real estate should command in
today’s marketplace. We rely on our daily exposure to the commercial
real estate marketplace, as well as recent industry transactions and various
cash-flow scenarios. We also anticipate how potential purchasers may
recast your financial history and position. Then, we help you develop a
pricing strategy and provide you with information about how purchasers may
approach the bidding process.
Drawing from our confidential network of commercial real
estate contacts, we identify, carefully screen, and introduce your property to
selected potential purchasers. We seek parties who are seriously
interested in, and financially capable of, closing transactions in a timely
fashion. And, to minimize disruptions, we coordinate visits by potential
purchasers when it is convenient for you and your tenants.
Once potential purchasers have been identified and
screened, we facilitate the transaction process and provide assistance beginning
with the Letter of Intent to Closing. As the process unfolds, we work with
you to negotiate the best possible terms to meet your goals. This may include
designing alternative deal structures, suggesting areas for contractual
protection, and providing strategic advice to improve your bargaining position.
Fees are always proposed and capped
before we begin the service. If we believe a project is a candidate for
success, we are prepared to invest in that project for a large part of the cost
of services until the sale is achieved.
Portfolio Manager
Many of our clients buy commercial
real estate as an investment and are not necessarily interested in day-to-day
involvement. These investments often involve long-term leases with most expenses
paid by the tenant. Even then, someone needs to be sure the taxes are paid,
insurance is adequate, debt service is current, and all relevant income tax
returns and accounting are handled at year's end. We happily and professionally fill that role. We know the intricacies of investor style property
management and what is expected. Sorry, no multi-family or hospitality properties
management.
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