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Real estate decisions

made with confidence

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Problems we solve

Real estate decisions, although infrequent, are consequential to business success and require unique domain experience.  Business owners and executives can struggle with questions such as:

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•  My current space doesn’t work. Should we sign a new lease or own (buy or build)?

•  Does it make sense for us to own vs. rent?  

•  Is it worth improving the space we are in or should we move?

•  Should I sell? If yes, what are the implications, and can we maintain control?

•  I know my occupancy is valuable, how can I profit from it?

 

Answers are situation specific and require knowledge of your company’s business strategy, corporate finance principles and commercial real estate.  We offer short advisory engagements to help.   

Our Approach

Our knowledge and expertise is customized to help executives make informed real estate decisions. We charge a fee for our service (and not on a transaction), which prioritizes independent and objective assessments and recommendations.  In our typical engagement, we …

Learn about your unique business – strategy, capital, real estate

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Prioritize the critical questions & structure the analysis

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Outline options and a recommendation, supported by financial and strategic trade-offs

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Birch Point has been a critical advisor as we moved into our new headquarters.  Kyle helped us fill in our commercial real estate knowledge gaps and ensures we deploy our capital for the highest return.  He understands our business & goals, is financially savvy, and provides logical and objective advice.  We trust him and continue to rely on Kyle when faced with a critical real estate decision.

 

- FOUNDER, Consumer Beverage Business

Our firm was deciding whether to remodel our current office building or move. Kyle really listened to our needs and goals and provided much needed expertise during a time of transition. His advice was based on solid financial principles in relation to successful real estate investment guidelines, which gave my team a lot of confidence. Kyle is extremely professional and smart. Definitely a worthwhile endeavor!

 

- MANAGING PARTNER, Milwaukee Law Firm

Testimonials

I appreciated how Kyle took time to ask questions and learn my business (and our strategy) before making his recommendation.  He was thoughtful, thorough, professional and not a broker - I would highly recommend a Birch Point Real Estate engagement to any business owner wrestling with a real estate decision.

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- PARTNER, Alair Homes

Kyle saved me considerable time and money by helping me avoid an overly complex and expensive development.  Birch Point’s process forced thoughtful reflection on my business - I’m now more confident in not only my real estate strategy but also my business strategy.  I’ll continue to call up Kyle as my business grows.

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- PRESIDENT, Environmental Services Firm

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Our Experience

Kyle’s experience spans investment banking, corporate finance, management consulting and commercial real estate making us uniquely qualified to advise executives wrestling with real estate decisions.

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