SERVICES

Meeting your institutional real estate investment management needs

Asset & Portfolio Management Consulting 

An outsourced Chief Investment Officer (CIO) advisory service designed to help clients optimize investment strategies, manage risks effectively, and achieve long-term growth. This service focuses on providing expert advice on asset allocation, portfolio design, and performance assessment to enhance overall investment outcomes.

  • Outsourced CIO

    • Strategic investment guidance

    • Policies and procedures development/implementation

      • Investment Committee support

      • Underwriting/Due Diligence

      • Acquisitions, Dispositions & Financings

      • Property valuation

      • Reporting

  • Portfolio Business Plan development

  • Property business plans, including hold/sell analysis

  • Property management oversight

    • Develop plans for investments that require special attention

Intermediary Consulting   

Intermediary Consulting provides specialized services for brokerage and mortgage banking teams by providing advice leading to the optimization of their services.

  • Team Assessment

    • Review team structure for optimal performance

    • Provide recommendations

  • Review presentations

    • Broker’s opinion of value (BOV) package

  • Offering package

  • Review Underwriting

    • Model

    • Lease analysis

    • Revenue/Expense analysis

Presentation Review 

At BTM Investors, our presentation review services offer comprehensive feedback and strategic guidance to help individuals and organizations craft impactful, persuasive presentations that captivate audiences and drive results.

  • Individual presentations

  • Team presentations

  • Presentation documentation review

  • Video presentations (Zoom, etc.)

Fund/Equity Services

Our Fund/Equity Services provides the ability of clients to optimize offering materials in addition to introductions to capital sources.

  • Review offering materials

    • Document structure/order

    • Presentation impact

    • Offering structure (fees/promote)

  • Equity introductions

    • Domestic

    • International

    • Investor Types

      • Pension plans

      • Foundations

      • Other

Have questions?

Contact us to get started today.