
INDEPENDENT COMMERCIAL REAL ESTATE ADVISORY • FEE-ONLY • FIDUCIARY-ONLY

THE PROBLEM
"The most expensive sentence in all of commercial real estate is "... but everyone agreed it was a good deal.'"
GREGORY J. LASKODY, FOUNDER
In a commercial real estate transaction, every professional at the table is compensated when your deal proceeds. That doesn't make them dishonest - but it does make them structurally unable to tell you the one huge thing that you may need to hear the most:
"don't."
The costliest decisions in this industry are made with excellent advice pointed in the wrong direction.
HAUTE CRE Advisory exists to be the one voice in the room with no reason to say anything but the truth.
START WITH YOUR SITUATION
HAUTE CRE Advisory provides independent commercial real estate guidance before making any material decisions, when a dispute or litigation arises, or when specialized services or ongoing oversight are needed.
Every engagement runs through one of these three channels - chosen by you and where you are in the process - not by how we bill.
Independent underwriting and granular analytics before you acquire, dispose, recapitalize, litigate, develop, or otherwise make a consequential commercial real estate decision.
Real-world independent CRE expertise for attorneys, litigants, and clients confronting valuation, damages, financing, ownership, partnership, and other legal disputes involving commercial real estate.
A custom engagement where the CRE problem requires specialized, customized, or in some cases ongoing expertise for a specific issue, such as: underwriting and financial analyses, advanced financial reporting, custom modeling in Microsoft Excel©, capital, asset, acquisition, and disposition due diligence, along with many other services.
CRE DECISION INSURANCE™
HAUTE CRE Advisory independently tests the facts, assumptions, economics, risks, and incentives behind consequential commercial real estate decisions, and without a transaction, commission, or predetermined outcome to protect.
More information does not necessarily produce a better decision. HAUTE CRE Advisory brings decades of cross-disciplinary CRE experience to the question that ultimately matters:
"Does this actually make sense for you?"
THE DECISION
Capital. Value. Control. Financing. Ownership. Litigation. The future of a CRE asset or the capital behind it.
THE CHALLENGE
Facts, assumptions, underwriting, valuation, market evidence, capital structure, incentives, risks, and alternatives are all challenged rather than simply accepted.
THE ANALYSIS
The material evidence is distilled into independent analysis, conclusions, risks, alternatives, and recommended actions
THE JUDGMENT
Proceed • Proceed With Conditions • Renegotiate • Restructure • Investigate • Delay • Defend • Walk Away
WHO WE SERVE
Every engagement, regardless of origin, passes through the same independent, granular underwriting and due diligence process, and ends in a customized written recommendation that is congruent with the specific interests, goals, and objectives of our clients.
1
CRE Investment and Capital Decisions (debt and equity)
Lender Liability
Trusts, Wills, Estate Planning, and Family Succession
Partnership and Shareholder Disputes
Tax Attorneys and LLMs
Bankruptcy, Work-Outs, and Restructurings
Foreclosue and Pre-Foreclosure (Sponsor / Lender)
Damage Determination for Troubled, Failed, or Distressed CRE Assets and Projects
2
Banks, S&Ls, Credit Unions, and Life Insurance Companies
Institutional Debt and Equity Providers
Bridge Lenders and Private Credit
Private Equity, Funds, Family Offices, and HNW and UHNW Individuals
Limited Partners in Syndications
CRE Mezzanine and Secondary Capital Providers
3
CRE Single-Asset and Portfolio Owners
Operating Companies That Own CRE
Developers and Redevelopers
Flippers, Speculators, and Repositioners
General Partners in Syndications
Delaware Statutory Trusts
4
Real Estate, Family, Divorce, and Coporate Attorneys
CPAs, Accountants, and Forensic Experts
REO, Asset Managers, and Special Servicers
Actuaries, Wealth Advisors, and RIAs
Cost segregation and 1031 qualified intermediaries
CFAs, CFPs, ChLUs, and CLUs
Select CRE Brokers and CRE Capital Brokers
APPLIED THROUGH
Every input is underwritten to the same standards, regardless of the source or the issue.
+ Over 30 years of Dedicated CRE Experience
+ Over 500 career CRE Transactions
+ Over $3.0 Billion in CRE Volume
+ Complex, Dynamic, and Custom Modeling in Microsoft Excel©
+ Hyper-Specialized, Multi-Disciplinary, Granular CRE Expertise and Analytics
= CRE Decision Insurance™

THE DELIVERABLE
The roadmap deliverable that aligns the goals, objectives, and strategies of the CRE stakeholders into a clear and actionable written recommendation.
THE HAUTE METHOD
Seven steps from question to decision.
Truth Over Hype.
Outcomes Over Optics.
Execution Over Excuses.
A complimentary 30- to 45-minute discovery call to understand your objectives, strategies, goals, concerns, and what you need to decide. We confirm fit and conduct a conflict check.
Initial understanding, fit determination, and conflict clearance.
We define the decision or assignment, the scope of work, the objectives, deliverables, timing, and key parties. A document and a data request are provided.
To find assignment, decision question, scope, and information requirements.
We examine all information, test third-party assumptions, and independently source market and property data as needed to separate facts, supported assumptions, gaps, and conflicts.
A defensible, factual, analytical foundation.
We identify, assess, and prioritize risks across asset, market, financial, capital structure, ownership and sponsor, legal, operational, and execution factors, quantifying as appropriate and applying our best professional judgment.
A clear understanding of every risk that can materially affect outcomes.
We apply independent market evidence to the transaction and stress test the economics across rate, occupancy, expenses, exit scenarios, and other relevant metrics.
Independent, market-supported analysis that informs the decision.
We prepare the CRE Decision Memorandum™ tailored to the assignment, presenting facts, analyses, risks, alternatives, conclusions, and recommendations.
The CRE Decision Memorandum™ with independent conclusions and recommendations.
At your option, we walk through the findings, answer questions, and help translate the analyses into an actionable plan: next steps, conditions, priorities, and what should and should not occur.
A clear "go-forward" action plan, so you can proceed with confidence, delay, renegotiate, restructure, or walk away when appropriate.
We challenge all assumptions and third-party incentives and motivations.
A clear "go-forward" action plan, so you can proceed with confidence, delay, renegotiate, restructure, or walk away when appropriate.
WHEN TO CALL US
Independent, objective advisory for complex commercial and investment real estate decisions - and the capital behind them - that demand a clear, unbiased perspective.
Bring HAUTE CRE advisory in when the stakes are high, the inputs conflict, and you need a trusted advisor to connect the dots and execute.
Evaluate experience, alignment, incentives, governance, and all downside risks.
Validate the offer and the value, test all assumptions, structure the capital stack, and assess all risks.
Understand all of the economics, obligations, liabilities, and long-term implications.
Confirm positioning, test pricing, evaluate buyer and lender assumptions, and strengthen your negotiating position.
Get an independent assessment, understand all of your options, and develop a strategy before any value is lost.
Bring an independent, market-based perspective to the table and challenge all of the assumptions.
Identify everything that can go wrong before it does.
No transaction incentives. Only your best interests.