White Boxing
Site Selection and Evaluation
Planning
Project Feasibility Analysis
Build-to-Suit Assessment
Turnkey Delivery
Occupancy and Vacancy Analysis
Multi-Family and Mixed Income Housing
Public/Private Partnerships
Program Performance Analysis
Capital Markets Analysis
Field Reports for Disabled Veterans and Small Businesses

 

 

WHITE BOXING

Definition
When a Seller strips the furnishings and finishes from their homes to create a clean slate, attracting buyers not wanting to pay a professional to do that work after buying.

Cliente
Primarily for luxury homes.

Purpose
To declutter, allowing potential customers to focus on the true attributes of the home. Even though there is an expense for this service, the final cost to the buyer is less, allowing them to create a home that is truly unique.

 

 

SITE SELECTION and EVALUATION

Phase I – Evaluation
1. Project Set-up
2. Define Project Criteria
3. Client Confidentiality
4. Assess Clientele and make a Short List

Phase II – Site Search and Analysis
1. Real Estate Search
2. Issue Request for Proposals based on Short List
3. Site Due Dilligence

Phase III – Negotiation and Final Selection
1. Incentives Negotiation
2. Site Acquisition and Project Annoucement

 

 

 

PLANNING

Master Plan
The overall development concept that includes: urban design, landscaping, infrastructure, service provisions, circulation, present and future land use, and built form. We provide three (3) dimensional images, texts, diagrams, statistics, reports, maps and aerial photos to describe how a specific location will be developed. It’s a structured approach and creates a clear framework for developing an area.

Strategic Plan
Documenting and establishing a direction for your business, by assessing both where you are and where you’re going, then stating precisely your Mission, Vision, Values, Long-Term Goals, and Action Plans.

Operational Plan
Determining goals and objectives provides a means to describe milestones and conditions for success; it explains how, or what portion of, a strategic plan will be put into operation during a given operational period, such as a fiscal year or a specified budgetary term, and is the basis and justification for an annual operating budget.

 

 

 

PROJECT FEASIBILITY ANALYSIS

To assess the practicality of the proposed plan for the project, which we do in a seven (7) step process:
1. A detailed Initial Analysis of the project by making outline of the plan, which provides a vision of the primary goal.
2. Formulate a Proposed Income Report because finances are often the primary concern in any project and there should be a good return on ones investment.
3. Conduct a Market Survey and Research to get the precise scope of the projected revenue and expansion possibilities; factors to consider are geographic, demographics, competitor’s analysis, market value, and market expansion.
4. Set-up the Business Organization / Operational system to determine costs (start-up, investment, operational): equipment, marketing, infrastructure, personnel, supplies, and miscellaneous & the unknown.
5. Create a Balance Sheet to accuratly estimate assets and liabilities.
6. Review and analyze all Data Collected to this point in order to determine the actual risk involved and to evaluate the design.
7. Make an unemotional and logical Decision based on the previous steps, allowing the information conclude it the project is “a go” or not.

 

 

BUILD-TO-SUIT ASSESSMENT

Definition
Development and construction, new or remodel, to match specific owner/tenant requirements, based on needs of the tenant but funded by the owner/delevoper, who assumes the risk. The intent of the build is not to sell but to lease.

Requirements
The process mandates the selection, acquisition, finance, and and lease of a property on which the landlord/developer constructs a custom building for the tenant; a successful build-to-suit project requires and depends on an equitable build-to-suit lease.

Components
Description of Work
Construction Phase Schedule
Construction Costs
Drop Dead Dates
Change Orders
Right to Terminate
Liquidated Damages
Covenants

 

 

TURNKEY DELIVERY

Easy – Convenient – Exclusive

This is an All-in-One property development solution, where the property development team works at overseeing every aspect of the construction process, from design to hand-over.

Procedure
Set Meeting between Contractor and customer, then:
Design … plan and develop, liaison between client and customer,
Engineer … issue and perform technical tasks,
Finance … estimate and acquire funding,
Contruct … build, and
Manage … make necessary modifications (change orders).
Perform official/legal Turnover from Contractor to customer.

 

 

 

OCCUPANCY and VACANCY ANALYSIS

Rates
The percentage of all units inside of one multi-unit property that are occupied or vacant during a certain period of time.

Comparison
Important to only compare rates for a similar property in a similar location within a geographic area; never compare a residential to commerical (property), suburban to metropolitan (location), or city to city and state to state (area); even similary properties in similar type locations are not “created equal” when in different locations and result in an inaccurate analysis.

Net Operating Income
The two (2) primary factors that affect income is the loss incurred from:
* vacancy, and
* bad debt (lack of rent/lease payments).

 

 

 

MULTI-FAMILY and MIXED INCOME HOUSING

Definition
Flexible zoning which allows various types of land uses (office, commercial, residential, light industrial, or manufacturing) to be combined within a single development or district.
Allowance for a balanced mix of office, commercial, and residential uses in close proximity to increase convenience to residents; reducea the number of shopping and/or commuting trips.
Ranges in size: single buildings with apartments located over retail spaces to office & commercial space along with hotels, convention centers, theaters, and housing.

Benefits
Offers cost savings to developers in the form of shared parking arrangements and shared costs for building operation, maintenance, and security.
Commercial uses can help subsidize affordable or low- income housing, which may be necessary because of high urban land prices and development costs.
Creates new housing opportunities in areas that may have previously allowed only commercial, office, or light industrial uses.
Accommodates higher housing densities; in commercial zones may be more politically acceptable than increasing densities in established single-family zones.
Utilized to better integrate land uses by locating residential developments near downtown commercial (shopping) areas.
Reduces traffic congestion.
Helps to revitalize distressed neighborhoods by creating a sense of community and safety.

Challenges
* Higher costs
* Large financing gaps
* Various market demands
* Difficulty in implementation

 

 

PUBLIC-PRIVATE PARTNERSHIPS

Definition
A contractual argreement between a public (local, state, or federal government) and private companies, usually of a long-term nature. Normally, it involves the private capital financing of a government project and/or service up-front and then drawing profits from taxpayers and/or users over the course of the partnership.

Purpose
To improve both local and regional econommies; for communities to prosper.

Examples
* Building and equipping hospitals, schools.
* Setting up transportation, power, water, and sewage systems and facilities.
* Providing public services or assisting the government in providing those services, such as immunizations.
* Garner financing (capital)
* Supply uniquely qualified personnel for their expertise.

 

 

PROGRAM PERFORMANCE ANALYSIS

Definition
The measure of success or failure of a project using various parameters. It helps in developing a positive culture of Project Management that yields excellent results.

Requirements
Proper management of stakeholders
An effective strategy for the program process
Good execution
Strong program teams
Managing properly both avoidable and unforseeable changes
Managed risks
Alignment with the overall organization’s strategy

The Plan
Gather the Data.
Ask Questions and formulate objective based reasoning.
Keep pertinent information and disgard irrelevant information.
Determine variables.
Calculate and assess the results.
Formulate a Summary – Conclusion and Recommendations.

 

 

CAPITAL MARKETS ANALYSIS

Definition
Determining the current viability of long-term and broad spectrum tradable assets and securities, being stocks and bonds and foreign exchanges, be it public and/or private loans and investments.

The Result
To provide individuals and firms with an avenue to raise funds for their needs and wants.

 

 

 

FIELD REPORTS for DISABLED VETERANS and SMALL BUSINESSES
I don’t really get this … seems to me should be just concerning construction

Types
Daily
Periodical

Levels
Site
Divisional
Superindendent or Project

Categories
Identify the Project and Site
Inventory Supplies
List Personnel On-site
Specify Duties and Responsibilities
Record
Work Progress
Record Site Conditions – including Health and Safety
Supply and Technical Issues
Customer Liaison (Comments and Concerns)