Investor solutions
How we work
We create competitive advantages for our clients with unparalleled knowledge and experience.
Client results
Exposure to more opportunities
Better pricing
Accelerated transaction timelines
Transparency through the entire process
Smooth transaction from start to finish
CASE STUDY: INVESTOR SERVICES
We helped diversify the Weinberg Foundation’s property portfolio while disposing of non-core assets.
RESULTS
Orchestrated the sale of 17 assets with a combined value of $91.8 million, on behalf of the seller
Advised the Weinberg Foundation to support efforts to diversify its portfolio
Created marketing strategies to best position the assets
Attracted and vetted buyers and achieve highest value sales
Investor services
Positioning the asset
Financial analysis and valuation
Pre-marketing property preparation
Marketing & direct selling strategies
Property valuation
Contract negotiations
Coordination with third-party vendors or assessors
Financial lending collaboration
Due diligence review, preparations and guidance
Escrow navigation
Closing and property transition services
CASE STUDY: ACQUISITION
We helped Cosco Air Conditioning & Refrigeration acquire a new distribution and training center in Waipahu, Oahu.
RESULTS
Identified and evaluated options to acquire a new, 60,000-square-foot distribution and training center
Successfully managed the transaction process including due diligence and negotiation
Sought out additional acquisition opportunities in Big Island and Maui for future growth
Negotiated and tracked all existing lease obligations to meet short- and long-term business strategy
