Real Estate Financial Advisory

Individualized counsel for clients seeking a holistic approach to a project financing (debt, equity and portfolio implications).  Today’s capital markets offer many alternatives in structuring a transaction.

Coe Enterprises is adept at quickly evaluating these alternatives and developing a customized strategy, as follows:

Gather The Facts

1. Initial meeting/call to learn about the project(s) and site(s).
2. Quickly assess the project details and status to date
3. Probe for underlying information that is often overlooked about the project

Understand the Scope

1. Depending on the property status (existing or to be built), evaluate the financial elements (costs, proforma, user source/rent roll)
2. Explore financial alternatives depending on client risk tolerance and price sensitivity

Implement the Strategy

1. Present to client financing alternatives to address their project capital needs weighing the risks and constraints
2. Develop a marketing approach that prioritizes not only the client’s capital needs, yet also maximizes their flexibility 
3. Prepare and present the opportunity to the target sources 
4. Gather proposals and recommend appropriate structure to execute

Real Estate Operating Company Strategic Planning

Provide customized approach to an entrepreneurial real estate company’s strategic planning

Set the Framework

Meet with client to understand objectives:

• Where are the challenges?
• How can we manage growth?

Compile the Information

• Where have we been?
• Where are we now?
• What do we need to gather to set a baseline for comparison?

Strategic Planning Session

Key leaders allocate time in one or two sessions with Coe Enterprises to:

1. Establish a Vision and Focus Areas
2. Create specific Strategic Objectives
3. Define Key Performance Indicators (KPIs)
4.  Establish a Strategy rhythm for monitoring and updating

Implement and Monitor the Plan

Using KPIs, prepare simple and consistent reports that can be easily interpreted.  These reports will provide:

• Leaders with key metrics on performance 
• Employees a gauge on their performance
• A tool for measurement providing insights for future growth and planning

Career Coaching and Advisory

Listen to client situations and assist with potential career paths to achieve goals

College/University Advisory

Consulting through Undergraduate and Graduate Real Estate Programs to:

• Develop a career planning curriculum individualized to each student’s interests, aptitudes and skill sets.
• Meet with each student to design an individualized plan 

Individualized Coaching

Individualized Coaching and Career Advisory through:

• Fee based- One on one coaching sessions to build a career map (applicable to clients with current income/resources)
• Trading services- In lieu of a fee, client would provide a service in exchange for career guidance and introductions (applicable to students or people in transition)