OUR PROCESS
How We Partner For Your Success
Your Strategic Real Estate Journey Starts Here
At Carter Hill Advisors, we believe the most effective real estate solutions emerge from true partnership. Our process is designed to be transparent, collaborative, and deeply personalized, ensuring every step aligns with your unique business goals and long-term vision. We combine our strategic foresight with a flexible approach, adapting to your needs as we navigate the market together.
As a boutique firm, our size is our strength. It allows us to be creative and flexible, crafting bespoke strategies that larger firms often can’t. We leverage our extensive relationships throughout the industry, both locally and nationally, ensuring you benefit from unparalleled access and insights on every engagement. When necessary, our strategic partnerships with larger commercial real estate platforms allow us to seamlessly scale up, specialize, and augment our capabilities, guaranteeing you always receive the best possible service and resources.
Our Strategic Process:
Step-By-Step Partnership
Discovery & Deep Understanding
Phase 1
Strategy Development & Innovation
Phase 2
Execution & Unmatched Support
Phase 3
Post-Transaction Partnership & Long-Term Success
Phase 4
PHASE 1
Listening First, Understanding Deeply
Before we propose any solution, we invest significant time in understanding your business.
This phase involves in-depth discussions about your long-term vision, operational needs, financial objectives, growth plans, and company culture. We listen intently to your pain points and analyze your current real estate portfolio to identify opportunities and challenges.
What You Can Expect
- Comprehensive needs assessment and current portfolio review
- In-depth discussions about your business goals, growth plans, and culture
- Identification of key real estate challenges and opportunities
- A clear understanding of your Key Performance Indicators (KPIs) related to real estate
PHASE 2
Crafting Your Custom, Future-Forward Strategy
Armed with a deep understanding of your needs, our team collaborates to craft a customized real estate strategy.
This isn’t about off-the-shelf solutions; it’s about innovative, insight-driven plans that anticipate market movements and optimize for your future success. Our boutique size fosters the creativity and flexibility needed to devise truly unique approaches.
What You Gain
- Development of clear real estate objectives aligned with business goals
- Comprehensive market analysis and trend forecasting relevant to your industry
- Identification of optimal locations and property types
- Strategic recommendations for acquisition, disposition, or lease restructuring
PHASE 3
Seamless Execution & Leveraging Our Network
With a robust strategy in place, we move into meticulous execution.
This is where our extensive relationships throughout the industry, both locally and nationally, become a powerful advantage for you. We leverage our network for unparalleled access to off-market opportunities, expert legal counsel, and preferred vendors. When necessary, our strategic partnerships with larger commercial real estate platforms allow us to seamlessly scale up, specialize our capabilities, or augment our resources to precisely match the demands of your project, ensuring you always receive first-class service.
Our Commitment
- Expert negotiation and transaction management
- Seamless coordination with all parties (legal, financial, architectural)
- Proactive problem-solving and adaptable solutions
- Leveraging our vast network for your benefit
PHASE 4
Your Long-Term Success, Our Enduring Partnership
At Carter Hill Advisors, ‘our wins are contingent on your success’.
At Carter Hill Advisors, ‘our wins are contingent on your success’. Our commitment to you doesn’t end when the transaction closes. We remain a resource, providing ongoing support, market insights, and strategic advice to ensure your real estate continues to serve as a strategic asset as your business evolves. We are dedicated to building enduring relationships and helping you achieve sustained growth.
What You Continue to Gain
- Ongoing market updates and strategic insights
- Proactive advisory for future real estate needs
- A trusted partner committed to your long-term success
Meet With an Advisor Today
Connect with us today for a personalized consultation
