We assist clients to better understand cash flows, capital requirements, project costs, returns, and risks — ensuring that they have the information needed to make informed decisions and move forward successfully.
We identify and align clients’ goals and vision with market conditions, financial projections, design, hard & soft costs, financing, and project-delivery methods — setting the course for a successful project.
We represent clients’ interests throughout the building process, from financing and feasibility through pre-construction, construction, and closeout — to maximize client value and minimize project risk.
We protect banks, lenders, and financial institutions from the risks inherent in construction lending — by providing plan and cost reviews, construction loan inspections, and funds control.
We support litigators with expertise in real estate finance, market research, planning, development and construction — performing expert reports, depositions, and witness testimony.
Reprogrammed, redesigned, and recosted the entire project, to increase the number of units by 25% and lower costs – making this an achievable reality, including: design management, contractor selection and construction oversight.
● Apt. Units: 74
● Gross Size: 94,000 Sq. Ft.
● Total Cost: $25 Million
Wrote business plan and led master plan redesign that facilitated public-private partnership (P3) development of $1 billion, 50-acre cybersecurity technology park, which has become a global hub for tech giants that include: Dell, EMC, IBM, Deutsche Telekom, Melanoz and Wix.com.
● Size: 50 Acres
● Cost: $1 Billion
● Opening: 2014
● Tenants: Dell, IBM, EMC
Developed complex financial analysis and cash-flow model to facilitate client’s land acquisition and support unique equity and debt financing structure, for development of 850 single-family homes.
● Size: 450 Acres
● Cost: $150 Million
● Duration: 10 Years
Underwrote, funded and managed $300 million real estate loan portfolio and construction financing, including: retail centers, affordable housing, multifamily, equity tax credits, logistics center, hotel renovations and parking garages.
● Portfolio Value: $300M
● Projects: 30+
● ROE: 32%
● Risk Reduction: 85%
Led $250 million capital redevelopment plan and strategic facilities planning for 300-acre oceanfront industrial site – after multiple hurricanes crippled buildings and operations.
● Capital Plan: $250M
● Size: 300 Acres
● Facilities Size: 630,000 Sq. Ft.
● On-site Employees: 2,900
Wrote market report that rebutted project opposition and supported new zoning and project approval for 300-acre, 5 million sq. ft. mixed-use and life-sciences research park development, located adjacent to U.S. Food & Drug Administration headquarters.
● Projects Value: $3B
● Size: 300 Acres
● Size: 5 Million Sq. Ft.
● Public Private (P3)
Worked for DC-based AM Law 100 firm, representing plaintiff in Federal housing discrimination lawsuit, and provided expertise in: real estate finance, construction lending, investment return & risk, and architectural design.
Jonathan Stern, MBA, M.Arch, LEED AP, PMP
As lead consultant and principal, Jonathan brings 20+ years experience and expertise in real estate finance, architecture, project management, development and strategic planning – to every client engagement. His unique dual-Masters degree in Architecture and Business enables him to see each client’s project and needs in a broad perspective, and to provide clear, decisive insights and management that move projects forward.
Goals for Each Client Engagement
