A Fractional CRE CFO provides the same strategic financial oversight as a full-time Chief Financial Officer - portfolio performance reporting, deal screening, capital structure analysis, underwriting, valuation, cash flow modeling in Microsoft Excel©, and ongoing customized consultation - but on a retained, part-time basis.  You receive over 30 years of dedicated CRE expertise applied to your portfolio every month, and without the $280,000 to $420,000 annual cost of a full-time executive.  Greg Laskody does the work himself.  Not a team.  Not a junior analyst.  One person.  Your person.

Your CPA handles taxes and compliance.  Your financial advisor manages liquid investments. Neither has the specialized CRE expertise to underwrite a deal, stress-test a capital stack, identify inconsistencies in your CRE investment strategy, evaluate a broker’s pro forma, or tell you to walk away from an acquisition that looks good on paper but will not perform.  HAUTE provides CRE-specific financial leadership that complements - but does not replace - your existing advisors.  In fact, your CPA and attorney will welcome the support.

The monthly report and strategic oversight continue regardless of whether you have an active transaction.  Portfolio monitoring, lease rollover tracking, debt service coverage analysis, loan maturity surveillance, expense variance reviews, capital expenditures, operating expenses, and market condition updates happen every month.  The deals that destroy portfolios almost never announce themselves.  Ongoing oversight catches the risks you do not see coming - and that is the value.

It depends. The complexity, depth, and breadth - combined with the targeted user's experience, skill set, and comfort level working within the Microsoft Excel© environment - all factor into the model development process. We're able to deliver the most complex and thorough modeling skills currently available in the marketplace - while designing and exacting each model to be as user-friendly and non-cumbersome as possible.

Our models remove "Excel© Intimidation from the equation."

in its "Fractional CRE CFO" capacity, HAUTE serves commercial real estate stakeholders managing portfolios of $20 million to $200 million.  This includes portfolio owners, family offices, PE funds, private credit, high- and ultra-high net-worth individuals, banks, servicers, asset managers, and institutional investors. 

However, HAUTE also provides an array of CRE advisory expertise through our other service channels - "Pre-Decision Review," "Ad Hoc CRE Advisory," and "Expert Witness and Litigation Support." Virtually every CRE advisory need fits into one of these four service channels, and our fees begin at $3,500, and increase depending upon the scope, depth, breadth, and complexity surrounding the requirements.

Absolutely.  Most clients start with a "Pre-Decision Review" - an independent analysis of a specific transaction, valuation, underwriting, or advisory issue before they commit capital.  Starting at $3,500, this is the fastest way to experience the quality and depth of HAUTE’s work.  Many "Pre-Decision Review" clients convert to the "Fractional CRE CFO" retainer after seeing what independent oversight reveals.

No.  HAUTE is "fee-only" and "fiduciary-only." We do not sell, broker, originate, or syndicate.  We do not earn commissions, referral fees, or any form of transaction-based compensation.  When we say walk away from a deal, it is because the deal does not work. 

Period. 

That independence is not a marketing line.  It is the foundation of every recommendation we make.

It generally depends on the nature and scope of the engagement, and the setup required to achieve the objective. But generally, we look for an initial minimum commitment of three to six months. After the initial commitment period, the engagement either continues month-to-month, or terminates in the event either party is dissatisfied; if HAUTE is not delivering value, you should not continue, nor would we want you to continue. Greg earns your retention every month.

Does your CFO have 35 years of highly-specialized commercial real estate experience?  Former MAI designation?  Cross-disciplinary expertise spanning appraisal, investment banking, brokerage, private equity, and workouts? 

If yes, you are in excellent hands. 

If not, HAUTE complements your CFO with the CRE-specific depth and pattern recognition that generalist finance executives typically do not possess.

Schedule a free, confidential, 30-minute consultation using the link below. We can discuss any concerns involving your CRE interests or intentions. 

No cost. 

No obligation. 

No sales pitch. 

Just an honest conversation about whether HAUTE is the right fit for your situation.  If it is, Greg will outline next steps.  If it is not, he will tell you that, too.