Real Estate - Due Diligence


Members of The Advisory Group have developed or acquired more than $200 million in assets and sold properties valued at more than $800 million. We have performed substantial due diligence on shopping centers, office buildings, resorts, apartments, and commercial and residential land developments.

Our analytical review of real estate decisions involves much more than just examining numbers. And it produces outcomes far more significant than long gray lists of facts.

Success Story: The ability to use due diligence to properly influence client decisions is critical. When one of our executives discovered an unfavorable anchor tenant lease provision during an acquisition review, the purchase was rejected. After making the decision not to purchase, the discovery was borne out; the anchor tenant closed and the shopping center failed. Our due diligence experience produced the warning.


Success Story: Another member of The Advisory Group was engaged to seek a financial partner for a real estate development. During the due diligence process, our executive quickly isolated the key issues to save time and money for both developer and investor. The result: a successful transaction that moved quickly and efficiently.


Our due diligence process involves considering the following factors:

• Location
• Accessibility
• Entitlements
• Construction quality
• Functional design
• Environmental issues
• Competitive amenities
• Exit strategy
• Property management
• Tenant mix
• Competition
• Market potential
• Potential tenants/customers
• Value enhancement potential