Strategic, Portfolio and Property Level Services

Harvest’s customized consulting services range from transaction-focused project real estate consulting to broader portfolio strategic advice.

Strategic Services

  • Planning Services: investment policy, risk/return, allocation
  • Real Estate Vehicles: core, value-add, opportunistic, debt and equity, public and private
  • Portfolio acquisition, joint ventures, repositioning and restructuring
  • Investment advisory services

Portfolio Services

  • Portfolio level debt analysis
  • Investment manager selection and oversight
  • Sourcing, due diligence, and evaluation of fund investment documents and managers
  • Investor advocacy to achieve goals and benchmark performance levels
  • Development and ongoing review and advice on investment guidelines: strategies for achieving allocation goals and investment management agreements
  • Evaluation of direct separate account managers’ performance: business plans, strategic plans, asset ranking, quarterly reports

Property Level Services

  • Asset reviews and new investment analysis
  • Disposition reviews and analysis
  • Sale discipline advocacy
  • Asset visits and evaluations
  • Asset restructuring, evaluation, and recommendations
  • Asset valuation review
  • Asset performance evaluation
  • Due diligence, analysis, and ongoing services for joint ventures and co-investments