SERVICES
REAL ESTATE INVESTMENT STRATEGY CONSULTATION
Evaluating an acquisition or repositioning an existing asset? Need clarity on renovation costs, value-add potential, and projected returns before committing capital?
The Real Estate Investment Strategy Consultation provides strategic due diligence and a clear roadmap to maximize ROI.
We assess properties through an investment lens, identifying repositioning opportunities, estimating renovation and development costs, projecting After Repair Value (ARV), and modeling ROI scenarios so you can make informed capital decisions with confidence.
This consultation is designed for investors building portfolios, evaluating acquisitions, or repositioning underperforming assets where strategic clarity drives better outcomes.
*** International Advisory Scope
Advisory services for international properties (outside Canada) are available. Fees are determined based on project scope and market location and provided upon request.
-
Real estate investors evaluating acquisition opportunities in residential or boutique hospitality
Portfolio builders assessing value-add properties or underperforming assets
Property owners who need strategic direction on renovation or repositioning
Developers and landlords evaluating redevelopment feasibility or portfolio optimization
-
Property assessment (in-person or virtual walkthrough)
Renovation scope analysis and strategic repositioning recommendations
Detailed cost breakdown developed with trusted general contractors
After Repair Value (ARV) projection based on market comparables
ROI scenario modeling aligned with your investment objectives
Go/No-Go recommendation (acquisitions) or Strategic Repositioning Roadmap (existing assets)
-
Strategic Clarity Before Capital Deployment
Accurate cost projections and strategic analysis help you avoid overestimating potential or underestimating renovation budgets - common mistakes that erode returns.
Design Intelligence as Competitive Advantage
We identify transformation opportunities that maximize asset value and market positioning - seeing potential others overlook through design-led repositioning strategy.
Tailored to Your Investment Thesis
Whether your goal is resale, rental income optimization, or portfolio expansion, the analysis is customized to the asset type, market conditions, and your specific objectives.INVESTMENT:
Residential properties (single-family, duplex, triplex): $1,200 - $1,500
Small multi-unit buildings (4–6 units): $2,200 - $2,800
Mid-size multi-unit buildings (7–12 units): $3,500 - $4,500
Large-scale properties (12+ units, mixed-use, boutique hospitality): $5,500+ (quoted based on scope)
International Properties: Fees provided upon request based on project scope and market location.
Pricing reflects asset complexity, market analysis requirements, and depth of strategic due diligence required to evaluate risk, upside potential, and exit strategy.
STRATEGIC PARTNERSHIPS (JOINT VENTURES)
We structure joint ventures with capital partners to acquire, reposition, and exit select residential and boutique hospitality assets in Montréal and international markets.
These partnerships combine investor capital with our deal sourcing capability, strategic repositioning expertise, and execution oversight—from acquisition through profitable exit.
Each opportunity is evaluated through a clear investment thesis, with disciplined focus on assets offering strong value-add potential and attractive risk-adjusted returns.
This model is designed for investors seeking direct exposure to curated real estate opportunities with an experienced operator managing strategy and execution.
Partnership discussions are confidential. NDAs are standard.
-
Capital partners seeking joint ventures in value-add residential or boutique hospitality real estate
Experienced investors who want strategic and operational expertise without day-to-day involvement
High-net-worth individuals building or diversifying real estate portfolios through selective partnerships
Investors aligned with quality-driven projects and long-term value creation
Minimum capital commitment: $250,000 CAD (larger opportunities available for qualified partners)
-
Deal sourcing and analysis – Identifying undervalued properties with repositioning potential
Strategic repositioning planning – Design-led transformation strategy to maximize asset value and ARV
Capital structure and partnership terms – Clear equity split, decision rights, and profit distribution
Execution oversight – Design direction, contractor coordination, budget and timeline management
Exit strategy execution – Hold, refinance, or sale based on partnership objectives and market conditions
Performance reporting – Regular updates on project milestones, financials, and ROI progression
-
Curated Deal Flow, Not Volume-Driven Pipeline
Opportunities are selected based on strategic fit, market timing, and repositioning upside—not deal volume. Each partnership is intentional and aligned from the start.
Design Intelligence Drives Returns
Design is applied strategically to reposition assets, strengthen market positioning, and support pricing objectives and exit multiples - not as decoration, but as a value-creation lever.
Clear Structure, Aligned Interests
Partnerships are structured with clarity around roles, decision-making authority, capital deployment, and financial outcomes. Transparency and alignment are non-negotiable.
Boutique Scale, Long-Term Focus
Projects are kept at a scale that allows for disciplined execution and meaningful value creation—building toward a broader portfolio strategy, not one-off transactions.PARTNERSHIP STRUCTURE
Joint venture terms are customized based on asset type, capital requirements, risk profile, timeline, and exit strategy.
Typical structure:
∙ Capital partner: Provides funding
∙ Operating partner (us): Leads deal sourcing, repositioning strategy, execution oversight, and exit
∙ Profit distribution: Negotiated based on capital contribution, roles, and project complexity
Initial discussions are confidential and require NDA.
FROM OUR CLIENTS