Our Services
Our user-centric service delivery platform ensures you have maximum leverage throughout the entire process.
Core Services
Representation & Advisory
Whether you are relocating, renovating, renewing, restructuring or exiting your property, our in-depth knowledge of commercial real estate will ensure that you have maximum leverage throughout the entire process.
Tenant Representation
We advocate exclusively for tenants, helping you find the right space and negotiate favorable lease terms with maximum leverage.
- Space needs analysis and site selection
- Market surveys and tour coordination
- Lease negotiation and deal structuring
- Renewal and expansion planning
Buyer Representation
Strategic advisory for buyers navigating acquisitions, ensuring informed decisions and favorable terms.
- Property identification and evaluation
- Financial analysis and due diligence
- Negotiation and closing support
- 1031 exchange advisory
Seller Representation
Maximizing value for property owners through strategic positioning, marketing, and expert negotiation.
- Property valuation and pricing strategy
- Buyer identification and outreach
- Marketing and exposure
- Transaction management to close
Our Process
Tenant Representation
Phase 1
Strategic Planning & Research
- Define operational objectives and growth forecasts
- Identify specialized expertise needed
- Assemble project team
- Executive interviews and surveys
Phase 2
Market Evaluation
- Create timelines, maps, and budgets
- Analyze zoning, capacity, and lease comps
- Financial comparisons and mark-to-market recommendations
Phase 3
Site Evaluation
- Review building options and contact property owners
- Conduct property tours
- Choose short list and issue RFP
- Engage architecture partners for test fits
Phase 4
Finalize Lease
- Evaluate impact on key financial indicators
- Negotiate final terms
- Sign Letter of Intent and engage real estate counsel
- Execute lease, work letter, and exhibits
Phase 5
Design & Construction
- Finalize design and pricing narrative
- Submit for permits and landlord approval
- Conduct regular construction meetings
- Resolve any landlord issues
Phase 6
Procurement & Relocation
- Coordinate movers and vendors
- Procure FF&E and technology
- Decommission old space
- Move into new space
Phase 7
Lease Administration
- Provide lease abstract and digitize dates and dollars
- Prepare notification dates and CAM audits
- Ongoing advisory throughout term of lease
Phase 1
Strategic Planning & Research
- Define operational objectives and growth forecasts
- Identify specialized expertise needed
- Assemble project team
- Executive interviews and surveys
Phase 2
Market Evaluation
- Create timelines, maps, and budgets
- Analyze zoning, capacity, and lease comps
- Financial comparisons and mark-to-market recommendations
Phase 3
Site Evaluation
- Review building options and contact property owners
- Conduct property tours
- Choose short list and issue RFP
- Engage architecture partners for test fits
Phase 4
Finalize Lease
- Evaluate impact on key financial indicators
- Negotiate final terms
- Sign Letter of Intent and engage real estate counsel
- Execute lease, work letter, and exhibits
Phase 5
Design & Construction
- Finalize design and pricing narrative
- Submit for permits and landlord approval
- Conduct regular construction meetings
- Resolve any landlord issues
Phase 6
Procurement & Relocation
- Coordinate movers and vendors
- Procure FF&E and technology
- Decommission old space
- Move into new space
Phase 7
Lease Administration
- Provide lease abstract and digitize dates and dollars
- Prepare notification dates and CAM audits
- Ongoing advisory throughout term of lease
Our Process
Buyer Representation
Phase 1
Needs Assessment & Strategy
- Define acquisition objectives and investment criteria
- Determine budget, financing structure, and timeline
- Identify target markets and property types
- Assemble advisory team (legal, financial, inspectors)
Phase 2
Market Survey & Identification
- Conduct comprehensive market search
- Identify on-market and off-market opportunities
- Evaluate properties against investment criteria
- Prepare preliminary financial analysis for top targets
Phase 3
Property Evaluation & Tours
- Tour shortlisted properties
- Assess physical condition, zoning, and environmental factors
- Review tenant rosters, lease rolls, and income history
- Engage third-party inspectors and consultants as needed
Phase 4
Offer & Negotiation
- Prepare and submit Letter of Intent
- Negotiate purchase price, terms, and contingencies
- Structure deal to optimize tax and financing benefits
- Engage real estate counsel for purchase agreement
Phase 5
Due Diligence
- Coordinate inspections, appraisals, and environmental reviews
- Review title, survey, and encumbrances
- Verify financials, leases, and operating expenses
- Resolve any findings or renegotiate terms as needed
Phase 6
Financing & Closing
- Coordinate with lenders and finalize loan terms
- Review and execute closing documents
- Manage 1031 exchange process if applicable
- Complete closing and transfer of ownership
Phase 7
Post-Acquisition Support
- Transition property management and operations
- Implement value-add strategies if applicable
- Provide ongoing market advisory and portfolio guidance
Phase 1
Needs Assessment & Strategy
- Define acquisition objectives and investment criteria
- Determine budget, financing structure, and timeline
- Identify target markets and property types
- Assemble advisory team (legal, financial, inspectors)
Phase 2
Market Survey & Identification
- Conduct comprehensive market search
- Identify on-market and off-market opportunities
- Evaluate properties against investment criteria
- Prepare preliminary financial analysis for top targets
Phase 3
Property Evaluation & Tours
- Tour shortlisted properties
- Assess physical condition, zoning, and environmental factors
- Review tenant rosters, lease rolls, and income history
- Engage third-party inspectors and consultants as needed
Phase 4
Offer & Negotiation
- Prepare and submit Letter of Intent
- Negotiate purchase price, terms, and contingencies
- Structure deal to optimize tax and financing benefits
- Engage real estate counsel for purchase agreement
Phase 5
Due Diligence
- Coordinate inspections, appraisals, and environmental reviews
- Review title, survey, and encumbrances
- Verify financials, leases, and operating expenses
- Resolve any findings or renegotiate terms as needed
Phase 6
Financing & Closing
- Coordinate with lenders and finalize loan terms
- Review and execute closing documents
- Manage 1031 exchange process if applicable
- Complete closing and transfer of ownership
Phase 7
Post-Acquisition Support
- Transition property management and operations
- Implement value-add strategies if applicable
- Provide ongoing market advisory and portfolio guidance
Our Process
Seller Representation
Phase 1
Portfolio Review & Valuation
- Evaluate property condition, tenancy, and market position
- Prepare broker opinion of value and comparable analysis
- Identify optimal timing and disposition strategy
- Assemble advisory team (legal, tax, marketing)
Phase 2
Positioning & Marketing
- Develop compelling offering memorandum
- Create marketing materials and digital campaigns
- Identify and target qualified buyer pool
- Launch property to market through appropriate channels
Phase 3
Buyer Engagement & Tours
- Field inquiries and qualify prospective buyers
- Coordinate property tours and due diligence access
- Manage confidential information and data room
- Solicit and collect offers from interested parties
Phase 4
Offer Evaluation & Negotiation
- Analyze and compare offers on price, terms, and certainty
- Negotiate optimal deal structure with top bidders
- Select buyer and execute Letter of Intent
- Engage real estate counsel for purchase agreement
Phase 5
Due Diligence Management
- Facilitate buyer inspections and information requests
- Coordinate access to property records and financials
- Resolve due diligence findings and negotiation items
- Maintain deal momentum through contingency periods
Phase 6
Closing & Transfer
- Coordinate with title company, attorneys, and lenders
- Review and execute closing documents
- Manage 1031 exchange timeline if applicable
- Complete closing and transfer of ownership
Phase 7
Post-Sale Support
- Transition property management to new owner
- Coordinate tenant and vendor notifications
- Provide reinvestment advisory if applicable
Phase 1
Portfolio Review & Valuation
- Evaluate property condition, tenancy, and market position
- Prepare broker opinion of value and comparable analysis
- Identify optimal timing and disposition strategy
- Assemble advisory team (legal, tax, marketing)
Phase 2
Positioning & Marketing
- Develop compelling offering memorandum
- Create marketing materials and digital campaigns
- Identify and target qualified buyer pool
- Launch property to market through appropriate channels
Phase 3
Buyer Engagement & Tours
- Field inquiries and qualify prospective buyers
- Coordinate property tours and due diligence access
- Manage confidential information and data room
- Solicit and collect offers from interested parties
Phase 4
Offer Evaluation & Negotiation
- Analyze and compare offers on price, terms, and certainty
- Negotiate optimal deal structure with top bidders
- Select buyer and execute Letter of Intent
- Engage real estate counsel for purchase agreement
Phase 5
Due Diligence Management
- Facilitate buyer inspections and information requests
- Coordinate access to property records and financials
- Resolve due diligence findings and negotiation items
- Maintain deal momentum through contingency periods
Phase 6
Closing & Transfer
- Coordinate with title company, attorneys, and lenders
- Review and execute closing documents
- Manage 1031 exchange timeline if applicable
- Complete closing and transfer of ownership
Phase 7
Post-Sale Support
- Transition property management to new owner
- Coordinate tenant and vendor notifications
- Provide reinvestment advisory if applicable
Additional Services
Comprehensive support for every need
Market Analysis
Data-driven insights into local and regional market conditions to inform your real estate strategy.
- Submarket analysis and reporting
- Competitive property benchmarking
- Rent and vacancy trend tracking
- Financial comparisons and modeling
Project Management
End-to-end project oversight from design coordination to construction close-out and occupancy.
- Design and construction coordination
- Vendor procurement and management
- Budget tracking and cost control
- Move management and decommissioning
Lease Administration
We track critical dates, obligations, and options so you never miss an important lease milestone.
- Lease abstraction and digitization
- Critical date tracking and alerts
- CAM audits and reconciliation
- Portfolio-wide lease analytics
Financial Analysis
Comprehensive financial modeling to evaluate impact on key financial indicators and optimize real estate decisions.
- Pro forma development and analysis
- Lease vs. buy comparisons
- Capital expenditure forecasting
- Return on investment modeling
Highest & Best Use Studies
Determining the optimal use for a property based on market conditions, zoning, and financial feasibility.
- Market and feasibility analysis
- Zoning and entitlement review
- Development scenario modeling
- Stakeholder recommendations
Let's Discuss Your Needs
Schedule a consultation with our team to explore how Monarch can support your commercial real estate objectives.