• Gain a comprehensive understanding of business objectives and marketing needs
• Determine growth plans, timeline, and real estate requirements
• Evaluate desired use, property type, and geography
• Consider budget constraints, and any specific features or amenities required

• Conduct a thorough market survey to identify opportunities that align with the provided criteria
• Review available listings and off-market opportunities
• Conduct a comparative market analysis to ensure fair pricing
• Evaluate and present the best suited investment opportunities

• Propose terms that align with the market and overall objectives
• Submit asset proposals on client’s behalf
• Draft and review offers and counters ensuring favorable lease, purchase, or sale terms
• Navigate unforeseen challenges that may arise and create a mitigation plan

• Prepare any financial documents required to finalize all transactions
• Create a timeline for information submission to prevent delays to closing
• Ensure all contractual obligations are met and aim for client satisfaction
• Continue to provide support for any post-transaction needs to deliver excellence in service