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