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

When Millions Are at Stake on Your Commercial Real Estate Transaction,

Independence Matters.

HAUTE CRE Advisory protects commercial and investment real estate stakeholders and those that advise them from making multi-million-dollar mistakes as a dedicated Fiduciary. No commissions. No transaction-contingent compensation. No conflicts-of-interest.

Our only product is the unconflicted truth.

Before you invest, finance, litigate, restructure, or make a consequential or material commercial real estate decision - get an independent perspective from an experienced CRE advisor whose compensation does not depend on the outcome.

30+

Years of CRE

Experience

$3B+

Career

Transaction Volume

500+

Career

Transactions

3

Full Economic

Cycles (1988 - 2026)

THE PROBLEM

Everyone at the table is paid when you move forward.

"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

Where Are You in the Decision?

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.

Three Decision Points.

Three Ways In.

Every engagement runs through one of these three channels - chosen by you and where you are in the process - not by how we bill.

01

I AM ABOUT TO MAKE

A MATERIAL DECISION

Pre-Decision

Review™

Independent underwriting and granular analytics before you acquire, dispose, recapitalize, litigate, develop, or otherwise make a consequential commercial real estate decision.

02

I AM DEALING WITH

A CRE DISPUTE OR A CRE LEGAL ISSUE

Litigation Support

& Consulting Expert

Real-world independent CRE expertise for attorneys, litigants, and clients confronting valuation, damages, financing, ownership, partnership, and other legal disputes involving commercial real estate.

03

I HAVE A SPECIFIC

OR ONGOING CRE PROBLEM OR NEED

Specialized CRE Advisory & Fractional CRE CFO

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™

Most CRE decisions are reviewed.

Few are independently challenged.

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.

Independent judgment when the consequences matter.

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?"


CRE Decision Insurance™

A CLEARER PATH TO A BETTER OUTCOME

01

THE DECISION

Something consequential is at stake.

Capital. Value. Control. Financing. Ownership. Litigation. The future of a CRE asset or the capital behind it.

02

THE CHALLENGE

We independently test the case.

Facts, assumptions, underwriting, valuation, market evidence, capital structure, incentives, risks, and alternatives are all challenged rather than simply accepted.

03

THE ANALYSIS

The CRE Decision Memorandum™.

The material evidence is distilled into independent analysis, conclusions, risks, alternatives, and recommended actions

04

THE JUDGMENT

Know what to do next.

Proceed Proceed With Conditions Renegotiate Restructure Investigate Delay Defend Walk Away

The Decision Is Yours.

The Advice Should Be Independent.

Talk confidentially with us about the CRE decision, dispute, litigation, or situation you are facing.

Complementary 30- to 45- minute conversation. No obligation. Zero risk.

WHO WE SERVE

Four Constituencies.

One Deliverable.

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

Litigation and Disputes

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

Capital

Sources

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

Owners and Sponsors

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

Referral

Partners

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

HAUTE CRE Advisory

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 HAUTE CRE Decision Memorandum™

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.

01

Discover

Understand the situation

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.

OUTPUT

Initial understanding, fit determination, and conflict clearance.

02

Define

Frame the decision

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.

OUTPUT

To find assignment, decision question, scope, and information requirements.

03

Test

Challenge the facts and assumptions

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.

OUTPUT

A defensible, factual, analytical foundation.

04

Assess

Identify and prioritize risk

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.

OUTPUT

A clear understanding of every risk that can materially affect outcomes.

05

Analyze

Apply market evidence and stress-test the economics

We apply independent market evidence to the transaction and stress test the economics across rate, occupancy, expenses, exit scenarios, and other relevant metrics.

OUTPUT

Independent, market-supported analysis that informs the decision.

06

Decide

Develop the CRE Decision Memorandum™

We prepare the CRE Decision Memorandum™ tailored to the assignment, presenting facts, analyses, risks, alternatives, conclusions, and recommendations.

OUTPUT

The CRE Decision Memorandum™ with independent conclusions and recommendations.

07

Act

Translate the recommendation into an actionable road map

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.

OUTPUT

A clear "go-forward" action plan, so you can proceed with confidence, delay, renegotiate, restructure, or walk away when appropriate.

Independent and

Fee-Only

We are compensated for our advice, experience, and expertise, not for transactions.

Fiduciary Standard

Your interests come first.

Always.

Objective

and Unbiased

We challenge all assumptions and third-party incentives and motivations.

Better

Decision-Making

A clear "go-forward" action plan, so you can proceed with confidence, delay, renegotiate, restructure, or walk away when appropriate.

WHEN TO CALL US

Before the

commitment.

Before the risk.

Before it's too late.

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.

BEFORE YOU COMMIT CAPITAL

Debt, equity, sponsor, partner, or joint venture

Evaluate experience, alignment, incentives, governance, and all downside risks.

BEFORE YOU INVEST

Acquisition, disposition, development, or recapitalization

Validate the offer and the value, test all assumptions, structure the capital stack, and assess all risks.

BEFORE YOU SIGN

Contracts, leases, loan documents, or legal agreements

Understand all of the economics, obligations, liabilities, and long-term implications.

BEFORE YOUR MARKET

Sale, refinance, or recapitalization

Confirm positioning, test pricing, evaluate buyer and lender assumptions, and strengthen your negotiating position.

BEFORE A PROBLEM ESCALATES

Litigation, distress, disputes, or special situations

Get an independent assessment, understand all of your options, and develop a strategy before any value is lost.

BEFORE YOU MAKE A MATERIAL DECISION

Investment board, committee, or lender review

Bring an independent, market-based perspective to the table and challenge all of the assumptions.

See the

Full Picture

Connect the dots accross all critical inputs.

Make

Better Decisions

Protect value. Create opportunity. Move forward with confidence.

Reduce

Risk

Identify everything that can go wrong before it does.

Objective

and Unbiased

No transaction incentives. Only your best interests.

Institutional CRE Expertise.

Boutique Execution.

Uncompromising Fiduciary Integrity.

"Before You Make the Decision ... Get the Independent Opinion."