Capital Strategy Advisory

High-ticket · Real estate consulting

Capital Strategy Advisory

A written capital plan: what you should raise, in what vehicle, from whom, on what terms, and in what sequence — matched to your pipeline and hold periods.

$4,997
Order — $4,997   Ask a question first

Who it is for

  • Sponsors moving from deal-by-deal syndication to a programmatic partner or fund
  • Owners with maturing debt across several assets
  • Firms whose growth is capped by one equity relationship

What you get

  • Capital stack audit across current assets and pipeline
  • Cost-of-capital analysis and target
  • Vehicle comparison: JV, programmatic partner, fund, separate account
  • Investor target list by type and check size (no introductions or solicitation)
  • Fee and promote structure recommendations
  • Capital plan document and 12-month raise calendar

How it works

1
Data request: assets, debt schedule, pipeline, existing investor terms
2
Analysis and vehicle comparison
3
Strategy session with principals
4
Plan delivered (week 4)

Questions

Do you raise the money?

No. We are not a broker-dealer or placement agent and do not solicit investors. We build the plan you take to your own relationships.

Debt as well as equity?

Yes — construction, bridge, permanent and agency options are covered.

Ready to start?

Fixed fee, defined deliverable, no hourly billing.

Order — $4,997

realestateresourcelibrary is a real estate economics and strategy consultancy. We are not a licensed real estate broker or agent and do not represent any party in a transaction, and we do not provide investment, legal, tax or appraisal advice. Every engagement is a fixed-fee advisory deliverable; findings are based on data available at the time and are not guarantees of outcomes.

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