TRANSACTION SUPPORT PHASE

REVIEW / ASSESS / IMPROVE

Engage with the Pivotal team for owner’s advisory/consulting services. Set up clear parameters for broker and conduct external due diligence.

  • Participate in real estate strategy sessions
  • Develop site selection criteria matrix
  • Tour client space for issues to address
  • Participate in site walk-through
  • Conduct building evaluations
  • Evaluate sites for embedded value/defects
  • Develop comparative costs for each Site
  • Note base building defects, remedies req’d
  • Evaluate lease for construction approach
  • Review landlord proposed costs
  • Comment on/revise tenant work letter
  • Comment on/revise facility spec
  • Negotiate landlord/tenant costs
  • Recommend/negotiate work letter changes
  • Concept budgets/schedules for each site

INVESTMENT

  • Contract budgeting
  • Refined budget
  • Legal should be engaged to review
  • Build/buy/land agreements
Pivotal Project Management - Transaction Support