Third Party Advisory Services

Whitaker Capital provides a range of real estate advisory and consulting services on behalf of our clients and investors:

  • General investment advisory services
    • Independent fiduciary and QPAM representation (in partnership with a SEC-registered investment advisor)
    • Separate account structuring and management
    • Joint venture structuring
    • Platform investing
  • Transaction, asset, and portfolio-level services
    • Acquisitions and underwriting
    • Valuations
    • Asset management (including hold/sell reviews) and dispositions
    • Asset and portfolio-level reporting
    • Capital structuring, including securing debt and equity for acquisitions, recapitalizations and development projects