Integrity . Experience . Performance
"Joe and I have worked together … on various types of new construction financings, as well as refinancings. We also developed properties together when Joe was with Amstar … Joe is a person who can be trusted and can be depended upon to execute any plan of action."
— Tom Teague, Chairman,
Westwood Residential, Dallas
Services: Real Estate Investment
INVESTMENT CONSULTING is tailored to the individual project, portfolio
or company. We specialize in the following services:
- Market Analysis — evaluation of demographics, demand and supply factors, and competitive considerations when choosing markets in which to operate or in connection with periodic reassessment of market concentration
- Site & Submarket Underwriting and Selection — assisting the client in submarket analysis within a local market area and in site selection for new projects
- Generating Deal Flow — developing strategies to generate a pipeline of qualified properties in which to invest
- Investment Analysis & Underwriting of Individual Properties and Portfolios — assisting the client in developing standard project underwriting and decision making methodology, and in evaluation of individual alternative commercial and multifamily investments
- Portfolio Design and Management — design and implementation of a portfolio approach to investing instead of just reacting to transactions as they are presented by brokers
- Investment Management & Handling Problem Projects — working as either an advisor or exclusive representative for the client in handling lenders, equity partners, general contractors, professional consultants, and tenants on well-performing or problem properties. See the Workouts & Restructures section for more details on services related to problem properties or loans.