Our Advisory & Fractional CXO Business.

How can we help?

As a real estate advisory firm, we help emerging real estate groups achieve their investment goals in today’s complex market.

Our principal Evan A. Shields has $4.0B+ of real estate investment experience across Wall Street firms and startup shops alike.

We’ve done deals in every major asset class and every corner of the United States under a variety of investment strategies, from development to fund management. We’ve worked with a diverse set of investors across North America, Latin America and Europe, from institutions to family offices and retail investors.

Whether you need a fractional executive, a short-term consultant, advisor or mentor, we’re here to help take your real estate business to the next level.

The bottom line: we can offer you part-time, institutional expertise at a fraction of the full-time cost.

Who do we serve?

We serve a diverse set of prospective clients with real estate needs.

Our clients are typically emerging or diverse real estate organizations who:

  • are funded (personal capital, friends & family, revenue from other business lines, etc.),

  • are rockstar solopreneurs or have a small team (contract, fractional, full-time staff or co-GPs), and

  • have at least one asset owned or a fund or development project in the works.

Our Clients.

Capital Allocators.

  • Family Offices

  • Private Wealth Groups

  • Hedge Funds

  • Registered Investment Advisors (RIAs)

  • Syndicators

Investors.

  • Developers

  • Owner / Operators

  • Asset Managers

  • Emerging Fund Managers

  • Deal Sponsors & GP Teams

Service Providers.

  • Lenders

  • Attorneys

  • Investment Sales & Mortgage Brokers

  • Appraisers

  • General Contractors

Corporate Real Estate.

  • Municipalities

  • Non-Profit Organizations

  • Small & Medium-sized Business with Corporate Real Estate needs

Who We’ve Worked With.

Our Engagement Capabilities.

We have a menu of strategic options to suit your business needs.

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Our Partnership Options.

We have multiple partnership options to fit every budget & engagement need.

Advisory & Consulting

Best for leaders & teams who need:

  • Short-term and project-based leadership

  • Executive coaching or mentorship for a specific time period

Option 2

Fractional Coaching

  • Weekly strategy sessions with Principal

  • Weekly meetings with team

  • Ad-Hoc / weekly one-on-ones with team leads

  • Guide goal-setting and performance planning

  • Create action items to be executed by the client

Starting at $2,500 Per Month

Option 3

Fractional Leadership

We can jump in as your fractional:

  • Chief Investment Officer

  • Chief Financial Officer

  • Chief Operating Officer

  • Chief Revenue Officer

  • Chief Compliance Officer

  • Head of Real Estate

  • Head of Acquisitions

  • Head of Investor Relations

  • Head of Fund Management

  • Head of Asset Management

  • Head of Capital Markets

Why go Fractional?

  • Benefits of a long-term role

  • Executive ownership of key business verticals

  • Embedded in team, just like full-time role

  • Pay as you build part-time leadership

  • 1099 Contract instead of W-2 Employee. Save money on health & employment benefits

  • Faster hiring and onboarding process (1-2 weeks) than full-time hire (1-3 months)

  • Bonus / incentive compensation not necessary

Starting at $5,000 Per Month

Project Support

  • Short-term project support

  • Example Support Engagements:

    • Financial Pro Forma Underwriting,

    • Development Advisory,

    • Project Due Diligence,

    • Pitch Book Design

$1,000 Project Minimum

Option 1

Fractional CXO Execution

Best for leaders & teams who:

  • Need long-term VP, Director or C-Suite level leadership on a part-time basis

  • Need to save both time and money as they scale the business

Let’s work together.

Book an exploratory call with us today.