Signature Approach

During your initial consultation, a senior Gibson CRE advisor meets with you, either in person or virtually to understand your objectives, timeline, and constraints. We begin by reviewing your portfolio, investment criteria, or leasing requirements, asking targeted questions about risk tolerance, desired return, preferred asset classes, and geographic focus. Next, we share our market insights and preliminary data, rent trends, vacancy rates, recent transactions to calibrate expectations and identify opportunities that align with your goals. Together, we then establish clear, measurable targets (e.g., yield thresholds, hold periods, development milestones) and define roles, communication cadence, and decision-making protocols. Finally, we document this roadmap in a concise engagement letter, outlining scope of work, deliverables, and timing, ensuring full transparency and a shared vision before any fees are incurred or commitments made.

We begin with a proprietary data-gathering phase, pulling from public records, subscription-based databases, local broker networks, and on-the-ground intelligence to build a comprehensive view of supply, demand, rental and sales comparables, and emerging trends. Our analysts then apply geospatial mapping and demographic overlays to pinpoint submarkets with the optimal balance of growth potential and risk mitigation. For each target property, we conduct a detailed financial model projecting cash flows, cap-rate scenarios, expense line items, and sensitivity analyses to stress-test assumptions under varying market conditions.

Concurrently, our field team performs a physical inspection and collects qualitative intel on building condition, tenant profiles, and amenity value. We synthesize quantitative and qualitative findings into an easy-to-digest investment memorandum, complete with strategic recommendations on pricing, hold strategy, value-add opportunities, and exit timing, giving clients the clarity and confidence to make informed decisions.

The game plan starts by translating your consultation insights and market analysis into a bespoke roadmap that reflects your unique objectives, risk tolerance, and timeline. We convene a cross-functional team of advisors, analysts, capital-markets specialists, and development consultants to brainstorm and vet strategic options, from targeted acquisitions and disposition timing to financing structures and partnership models. Using scenario-planning workshops, we model multiple pathways optimizing for yield, growth, or balance while incorporating stress-test results from our property analyses. Once the optimal strategy is identified, we draft a detailed action plan with prioritized milestones, resource allocations, and contingency triggers. Finally, we review this plan with you, refine it based on your feedback, and lock in clear performance metrics and communication protocols, ensuring alignment on execution and transparency at every stage.

Our team leverages decades of transaction experience and a deep understanding of market mechanics to secure the optimal terms for you. First, we arm ourselves with comprehensive deal intelligence, comparable sales and lease data, financing options, seller motivations, and potential obstacles. Then develop a clear playbook outlining our objectives, concessions, and walk-away points. During negotiations, your dedicated senior advisor leads discussions with buyers, sellers, or landlords, using calibrated tactics, anchoring, bundling, and phased concessions to drive value while preserving relationship equity.

Simultaneously, we consult with your capital-markets team to evaluate and line up financing structures (e.g., fixed vs. floating debt, mezzanine, structured equity) that best support your cash-flow and return targets. Once terms are agreed, we craft a customized deal package: term sheet, LOI, or purchase agreement. Integrating protective provisions (due-diligence windows, performance thresholds, ROFR/ROFO rights) and governance protocols. Throughout closing, we coordinate with legal, tax, and accounting advisors to ensure seamless execution, minimize risk, and deliver a transaction that aligns perfectly with your goals.

Our program combines best-in-class syndication platforms with our exclusive Sotheby’s International Realty network to deliver maximum exposure and attract the right buyers or tenants. First, we develop a tailored marketing package high-resolution photography, floor plans, drone footage, digital brochures, and property teasers—optimized for each channel. We then syndicate listings simultaneously on CoStar, LoopNet, CREXi, and LightBox, leveraging their advanced search-filter algorithms and demographic targeting to reach active investors and occupiers. Behind the scenes, our in-house digital team refines campaign parameters, geotargeting, timing, and creative variations. We monitoring engagement metrics in real time to adjust messaging and placement for peak performance. In parallel, we activate our global Sotheby’s International Realty network, tapping into qualified prospects across 75 countries and hosting curated webinars, virtual tours, and broker-to-broker introductions. This hybrid approach ensures that your property is seen by the most relevant decision-makers locally and internationally, driving competitive interest and delivering optimal deal results.

Our team keeps every deal on track from handshake to handoff. Once the terms are set, we centralize all contracts, disclosures, title reports, and financing commitments in a secure shared workspace, then build a milestone-driven closing checklist with firm deadlines for inspections, appraisals, due-diligence items, and lender conditions, each task assigned to a responsible party. Real-time dashboards and status updates keep you ahead of upcoming requirements, while our coordinators tackle hurdles firsthand, resolving title exceptions, survey issues, or funding gaps by working directly with attorneys, title companies, and lenders. Before closing, we run a comprehensive review to confirm every contingency is cleared, funds are ready, and documents are accurate. On closing day, you get a concise briefing, we supervise execution and disbursement alongside your legal team, and you receive a turnkey package of keys, documents, and next-step guidance ensuring a seamless, on-schedule finish.

After closing, Gibson CRE remains your partner through comprehensive post-transaction support and asset optimization. We begin with a structured onboarding, introducing you to your dedicated asset manager and establishing reporting protocols. Our team then implements our tailored asset-management plan overseeing leasing, vendor coordination, and operational efficiencies, while providing quarterly performance reports that benchmark income, expenses, and occupancy against market comparables. Leveraging ongoing market research, we identify value- add and repositioning opportunities, from capital improvements to lease restructurings, and present these in strategic review sessions. Throughout ownership, we facilitate refinancing opportunities or disposition when market conditions align with your goals, ensuring your investment continuously adapts to deliver optimal returns.