Commercial real estate does not forgive uninformed decisions. Not in any market. And certainly not this one.
Portfolio owners are managing assets whose capital structures, lease profiles, and debt obligations look nothing like they did a few short years ago. The assumptions inside the underwriting are being tested by a market that has reset on multiple fronts, simultaneously.
Investors evaluating transactions are doing so with broker pro formas that still reflect optimistic projections, not market reality. The gap between what is represented and what is defensible has never been wider.
Attorneys litigating CRE disputes are navigating valuation arguments, capital structure testimony, and expert opinions in one of the most complex CRE environments in two decades. The quality of the expert in the room determines the outcome.
Those needing specific CRE analysis, a capital structure review, a workout assessment, an underwriting audit, or a Microsoft Excel© model built to withstand institutional standards are operating in a market where the cost of a flawed analysis is not theoretical - but it is significant.
In every one of these situations, the common denominator is the same. You need one advisor with no commission, no conflict, and no financial stake in what you decide.
Someone whose only obligation is to give you the actual truth.
That is what HAUTE provides across all four of its service channels.
Brokers earn commissions when deals close.
Lenders earn fees when loans fund.
Syndicators earn promotes when capital is raised.
Appraisers serve the party that hired them.
What's more ...
Every professional at the table has a financial incentive tied to the transaction moving forward ... regardless of whether it should, or not. If you are a CRE asset or portfolio owner, you are making capital allocation decisions worth millions of dollars - acquisitions, dispositions, re-financings, restructurings, lease negotiations - without a dedicated CRE financial officer watching your portfolio as a Fiduciary. Your CPA understands taxes, not deal structure or negative leverage. Your attorney handles contracts, not financial strategy. Your wealth advisor manages your liquid assets but does not touch your commercial real estate.
If you are evaluating a specific transaction, you are about to commit $5 million, $10 million - or maybe even $50 million, $100 million, or more - based on someone else’s numbers. The broker’s pro forma is a sales document. The lender’s underwriting serves the bank. No one has independently verified whether this deal actually fits your investment strategy - for you.
If you are a bank, servicer, or capital provider with CRE mortgage exposure, your internal team reviews paper - but they may not have over 30-plus years of hands-on transaction experience to contextualize what they are seeing. When a loan underperforms, when a workout requires more than your servicer can provide, or when your credit committee needs an independent analysis - you need an outside expert who has been on not just both - but ALL sides of the table.
If you are an attorney handling CRE litigation, your case hinges on expert analysis that can survive cross-examination. You need someone who has actually done the deals - appraised the properties, structured the capital stacks, negotiated the workouts, and built the evidentiary materials that won the case - not an academic who read about them.
The cost of this gap is not theoretical.
No one in your current advisory circle has the expertise and experience, the independence, the autonomy, the required skill set, and the obligation to tell you the truth about your portfolio - as a dedicated Fiduciary.
Not the “convenient truth.”
Not the “optimistic truth.”
The "actual truth."
One bad acquisition. One missed refinancing window. One lease renewal no one scrutinized. One capital call for which no one prepared. One expert opinion that collapses under cross-examination.
The cost of a single unforced error on a $50 million portfolio is not $50,000. It is $5 million. Or more.
Or your lost control of an asset. Or even your reputation.
No one can afford an unforced error on a $20 million, $50 million, or even a $100 million (or more) decision. Not once. And definitely not in this market.
You already know this.
You have seen it happen to other investors, or worse - you may have even lived it yourself.
● Over 30-plus years of dedicated, hyper-specialized CRE and related capital markets experience.
● Former CCIM Member of the CCIM Institute (over 25 years).
● Former President of the CCIM East Coast District (2020).
● Former Member of the Appraisal Institute (MAI; over 20 years).
● Former State-Certified Licensed General Appraiser (Florida).
● Former State-Certified Licensed General Appraisal Instructor (Florida).
● Former Adjunct Professor of Real Estate Studies, Miami-Dade College.
● Former Licensed Mortgage Broker (Florida).
● Current Licensed Real Estate Broker and Licensed Real Estate Brokerage Company (Florida).
● B.S., Real Estate and Finance - The Florida State University, 1988.
● Over $3.0 billion in career CRE transaction volume across 500-plus transactions, 8 full economic cycles, and all property types, capital structures, and land uses.
● Founder, MasterCRE.com - an online global CRE membership community platform.
Ongoing monthly financial oversight for your entire commercial real estate interests. Monthly reporting, strategic guidance, deal screening and sizing, underwriting, due diligence, capital stack structuring, and unlimited consultation. The dedicated CRE CFO you require, without the full-time salary and additional associated costs.
This is the core of what we do.
Independent expert analysis of specific transactions before the making of any material decisions. Complete property, ownership, sub-market, and market underwriting, risk identification, capital stack engineering, all with written recommendations and deliverables: 1) proceed; 2) proceed with conditions, or; 3) walk away. We are the must-have "second set of eyes" for every serious CRE stakeholder.
This is how you can break in with us.
Targeted CRE advisory services across valuation, underwriting, capital structures, due diligence, workouts, market research, and more. For individual CRE property and portfolio owners, lenders (debt, equity, mezz, bridge, etc.), servicers, attorneys, institutional investors, and CRE-related third parties.
Explore the depth and breadth of our CRE capabilities.
Court-tested CRE analysis and testimony for litigation, arbitration, and dispute resolution. Not theory. Not academia. Expertise that withstands cross-examination and arbitrage - and results in successful victories and settlements.
The right expertise when it matters the most.
"We were managing 11 properties across three states with no centralized reporting and no independent financial oversight. Within 60 days of engaging Greg, we had complete portfolio visibility for the first time in 15 years. He identified $1.8 million in deferred maintenance we had been under-reserving for, and caught a lease renewal that would have cost us $320,000 annually if we had not renegotiated from strength. We will never manage this portfolio without him again."
- Family Office Principal, Carolinas | Fractional CFO Client
"I thought I was managing my portfolio fine on my own. Greg showed me three capital structure inefficiencies in our first month that were costing me over $200,000 a year in unnecessary debt service. I had no idea. That single finding paid for two years of his retainer before we even got to the second monthly report."
- Private Investor, South Florida | Fractional CFO Client
“In the first six months of our engagement, Greg screened 14 acquisition opportunities, built custom financial models for the three deals that moved forward, and identified two potential acquisitions with fundamental issues that would have resulted in an estimated $4 million or more in losses. We avoided both.”
- Portfolio Owner, Southeast U.S. | Fractional CFO Client
"Our group was under contract on a $16 million industrial acquisition. The broker's numbers looked solid. Greg's independent analysis revealed that the two largest tenants had lease termination options the broker never disclosed, and the environmental Phase I had been conducted by a firm with a conflict of interest. We renegotiated $2.3 million off the purchase price and required a new Phase I before closing. Best $5,000 we have ever spent."
- Syndication Sponsor, Texas | Pre-Decision Review Client
"I almost committed $9 million to a retail property based on projected rents that turned out to be 18% above what the submarket could actually support. Greg's analysis showed me the real numbers and recommended I walk away. Six months later, the property sold to another buyer at $6.4 million. He saved me from a $2.6 million mistake."
- HNW Investor, Northeast U.S. | Pre-Decision Review Client
“We were about to commit $8.2 million based on the broker’s pro forma. Greg’s independent analysis revealed the projected rents were 12% above market and operating expenses were understated by $140,000 annually. The deal’s actual return was 340 basis points below what we were told. We renegotiated the purchase price and saved over $1.1 million.”
- Family Office Principal, Texas | Pre-Decision Review Client
"We manage a $120 million book of CRE mortgage loans and needed independent asset surveillance on 14 underperforming credits. Greg delivered desktop reviews on the entire portfolio in three weeks - each one thorough enough for our credit committee and our regulators. He is now our standing outside analyst for any CRE exposure that needs a second look."
- VP of Special Assets, Community Bank | Ad Hoc Advisory Client
"We had a client going through a complex divorce involving $22 million in commercial real estate across four entities. Our firm handles the legal work, but we had no one who could independently value the assets and explain the capital structures to the court. Greg provided the valuation analysis, partnership interest allocations, and a written opinion we submitted directly into evidence. His work changed the outcome of the settlement."
- Family Law Attorney, Florida | Ad Hoc Advisory Client
“Our bank needed an independent analyst to review a $42 million watchlist portfolio. Greg completed desktop reviews on 11 assets in three weeks, identified two loans requiring immediate restructuring, and provided the credit committee with the analysis they needed to act. No one on our internal team could have delivered that depth in that timeframe.”
- SVP Special Assets, Regional Bank | Ad Hoc Advisory Client
"The opposing side retained an MAI with 20 years of experience. We retained Greg. His cross-disciplinary background - appraisal, investment banking, brokerage, private equity, and workouts - gave him a depth of real-world transaction knowledge the opposing expert could not match. Under cross-examination, Greg did not flinch. The arbitrator adopted his valuation methodology in the final ruling, and our client received $3.1 million more than the initial settlement offer."
- Commercial Litigation Attorney, Florida | Expert Witness Client
"This was a lender liability case involving a $18 million construction loan that never should have been funded. We needed an expert who could opine on origination standards of care, borrower qualification, and project feasibility - all in one person. Greg covered all three. His written report was 40 pages of detailed analysis, and his testimony connected every dot for the jury in plain language. The verdict came back in our client's favor."
- Banking & Finance Litigation Partner, Southeast U.S. | Expert Witness Client
“The opposing expert spent an hour on theory. Greg spent an hour on facts - specific transactions, specific numbers, specific market data. The arbitrator cited his testimony in the ruling.”
- CRE Litigation Attorney, Florida | Expert Witness Client