Institutional Real Estate Consulting Services

The goals of institutional investors today have become much more difficult to navigate in the current economic environment. This journey has become increasingly important in that so many who are the beneficiaries of pension funds, endowments, and other similar organizations depend so heavily on investment performance for their future retirements and continued funding. Two elements of prudent planning involve strategic programs and tactical plans regarding the investment process. The purpose of Strategic Advisors is to offer assistance to these important organizations.

Portfolio Level Consulting

Situs Strategic Advisors has the ability to provide in depth portfolio level consulting including independent fiduciary opinions in support of fund formation and capital deployment as well as performance analysis. In addition, we provide comprehensive asset due diligence services.

Assessment of existing real estate portfolios
Due diligence and independent fiduciary opinions in support of fund formation
Asset due diligence
Acquisition and disposition analysis
Expected risks and returns
Manager and investment structure analysis

Strategic Level Consulting

Multi-fund system
Since actuarial liabilities of plan sponsors are long-term, it is our belief that portfolios should be constructed to meet some existing short term goals, but should mainly be weighted towards the long term obligations. Situs Strategic Advisors’ Multi-Fund System provides the basis for a long term hold, preservation of capital, tolerable levels of risk, and more importantly, the design of programs that increase efficiencies within the investment system itself and thereby maximize returns, as well as cost savings over time.
Investment objectives
Return objectives
Comprehensive investment guidelines
Development of real estate allocations
Strategic investment plans
Portfolio structure
Best-practices policies and procedures
Request for Proposal (RFP) procedure development and administration