Strategic Advisory Partnership | Retained CRE
Strategic Advisory Partnership

Your On-Call Real Estate Strategist

Get expert guidance exactly when you need it—without the overhead of full project leadership. Perfect for early-stage founders managing internally or companies with junior real estate teams who need senior-level support.

Expert Counsel Without the Commitment

Strategic real estate expertise on demand—elevating your decisions without requiring full project engagement.

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On-Demand "Phone-a-Friend"

Quick, reliable answers when critical decisions arise. Get an expert second opinion before you sign that LOI, commit to a layout, or negotiate lease terms.

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Strategic Sounding Board

Validate your approach before execution. We help you pressure-test site selection logic, buildout budgets, and market assumptions.

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Document & Deal Review

LOIs, leases, vendor proposals, and construction bids reviewed through the lens of institutional execution standards.

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Team Elevation

Support your internal manager-level real estate lead with senior expertise. Provide them with a resource to escalate complex decisions and accelerate their learning curve.

Built for Two Distinct Situations

Early-Stage Founders

Managing It Yourself

  • Opening your first 1-3 locations
  • Budget-conscious and DIY-oriented
  • Need expert input without full project fees
  • Want to avoid costly mistakes on lease terms, site selection, or buildout scope
  • Prefer guidance over delegation at this stage
Growing Companies

Supporting Your Internal Team

  • Have a manager-level real estate lead internally
  • Team handles day-to-day execution well
  • Need senior-level oversight for complex decisions
  • Want to elevate your team's capabilities
  • Require strategic guidance during lease negotiations, market expansion, or capital planning

Flexible Access to Senior Expertise

Strategic support designed around your needs—not a rigid project structure.

1

Initial Strategy Session

We start with a deep dive into your clinical model, growth plans, and current real estate challenges. This ensures every future conversation is grounded in your specific context.

2

Flexible Communication

Access via scheduled calls, email, or ad-hoc "I need 20 minutes" sessions. We're available when decisions need to be made—not just when it's convenient.

3

Targeted Support Areas

LOI/lease review, site evaluation, budget sanity checks, vendor selection, scope validation, timeline pressure-testing, or market intel—whatever your team needs backup on.

4

Proactive Market Insights

We stay ahead of market shifts relevant to your sector and geography—sharing intelligence that affects your decisions before you ask.

Clear, Flexible Engagement

This isn't project-based. It's relationship-based. You get ongoing access to strategic counsel structured around a transparent monthly retainer.

What's Included

Scheduled monthly strategy calls, email/text availability for quick questions, document review turnaround within 48 hours, and proactive market intelligence relevant to your growth.

Retainer structure is customized based on your stage, volume of sites in development, and level of support needed. Reach out for a conversation about what makes sense for your situation.

Stop Guessing on Critical Real Estate Decisions

Whether you're a founder managing your first buildout or a company supporting a growing internal team, you deserve senior-level real estate expertise in your corner.

Book an Intro Call