Investorsolutions
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