Strategic Advisory
for Real Estate Value Creation

We act as an extension of our clients’ executive teams, providing fractional leadership across investment, development, leasing, and portfolio growth strategy. By leveraging our principal-level experience and ownership mindset, we help solve complex real estate challenges and uncover hidden value.

Real Estate Pain Point	VAL-ADD Solution
Asset underperforming despite strong market	Identify operational or leasing gaps; craft a market-aligned repositioning plan with targeted upgrades.
Unclear highest & best use for Asset	Deliver incisive feasibility and HBU analysis backed by 25+ years of NYC expertise.
Need to reposition for Post-COVID market trends	Advise on tenant mix, amenities (fitness, retail, F&B), and design to align with evolving user preferences.
Raising capital but lacking NYC credibility and relationships	Leverage deep NYC capital relationships to build trust and structure compelling investment narratives.
Evaluating note or distressed asset purchase	Navigate the note-to-asset transition, valuation, and risk with a tested, high-return framework.
Zoning, air rights, or city approvals needed	Guide entitlement, zoning, and long-term development strategy with a seasoned NYC lens.
Too many stakeholders, no clear path	Step in as a trusted local partner to streamline strategy and drive focused execution.
Meet MBE / diverse spend goals or strengthen ESG positioning	As a certified MBE, Val-Add helps meet diversity benchmarks and unlock ESG-aligned capital and public incentives.

Our Core Verticals:

Valuation

Investor’s View of Value
Highest & Best Use Analysis
New Vision/ Conversion Analysis
Acquisition Underwriting
Financial Modeling

Our Projects

Asset Management

Adaptive Reuse/Repositioning
Leasing & Development
Amenities Programming
Feasibility Studies
Operations & Capital Planning

Our Projects

Retail

Geographic Expansion
Portfolio Optimization
Tenant Curation, Engagement & Retention
Consumer Insights
Market positioning & Brand Strategy

Our Projects

Capital Solutions

Investment Recovery
Debt Restructuring
Loan Modifications
Equity Recapitalization

Our Projects

Clients

Property Owners
Non-Profits
Family Offices & HNIs
Lenders and Servicers
Private Equity/ Hedge Funds
Tenants & Retailers

VAL-ADD Advantage

Our team brings deep expertise and a strong national track record across all aspects of real estate. We consistently deliver results on complex transactions in major markets. Key advantages include:

Over $6.0 Billion in Transaction Experience:

Our partners have sourced, acquired, financed, leased, and over seen over $6.0 billion nationally, including $3.0 billion in retail assets.
Specialized Expertise:

We collaborate with operators who bring decades of focused expertise in targeted asset types, including retail, office, residential, and mixed-use properties.
Deep Industry Relationships:

We have established partnerships with investment sales and leasing brokers, attorneys, city agencies, and development consultants, enabling us to execute complex transactions efficiently.
Amenities-Driven Value Creation:

We focus on enhancing user experience by integrating Fitness, F&B, and other hospitality-driven amenities, which drive implied rents and increase property value.

MBE Certification – VAL-ADD is a certified Minority Business Enterprise (MBE), combining real estate expertise with the strategic benefits of working with a diverse, entrepreneurial team. Partnering with VAL-ADD helps meet diversity goals, support ESG initiatives, and unlock potential tax incentives tied to MBE participation, leading to significant cost savings on projects.

Our Retail Approach

Retail real estate today demands vision, adaptability, and a deep understanding of both consumer behavior and investment fundamentals. VAL-ADD helps clients unlock the full potential of retail assets through tailored strategies that balance end-user experience with long-term asset performance.

From developing market entry strategies to repositioning underperforming high-street assets, we work at the intersection of retail operations, brand strategy, and strategy execution. Our services include:

Retail Strategy & Advisory

For Landlords

We have established partnerships with investment sales and leasing brokers, attorneys, city agencies, and development consultants, enabling us to execute complex transactions efficiently.

Core Services:

Retail Strategy & Visioning

unlock hidden value and define highest and best use

Leasing Strategy Support

guide deal structuring and tenant selection aligned with ownership goals

Tenant Curation

match the right operators to your building’s identity and community

Building-Wide Value Creation

position retail to uplift overall asset performance

Merchandising Mix Strategy

design category plans that drive revenue and relevance

Portfolio Optimization

apply consistent strategy across holdings to enhance returns

For Tenants

We partner with brands to guide thoughtful growth—serving as your strategic real estate advisor across every phase of expansion.

Core Services:

Site Strategy & Deal Support

advise on market selection and lease terms as an extension of your team

Geographic Expansion Planning

build phased rollouts with data-led prioritization

Consumer & Location Insights

inform placement with behavioral and psychographic data

Brand Strategy in Real Estate

translate brand identity into physical presence

Portfolio Optimization

reposition or exit underperformers to maximize ROI

Experience-Driven Design Input

support store concept evolution and localization

$3B+

in value generated by acquired & repositioned retail assets

18MM SF

portfolio of commercial assets managed with an EBITDA over $190MM

180+ Locations

launched for global retailers in US & 20+ countries

Our Services

Specialties

Retail Optimization – Urban & Suburban // Office, Hotel & Stand Alone
Office Conversions to Mixed-use // Residential
Hotel Repositioning to Residential // Student Housing
Land Assemblages – Development Feasibility
Amenities Upgrades Solutions – Fitness // F&B // Hospitality

Services

Valuation Analysis
Highest & Best Use Analysis
Acquisition Underwriting, Due Diligence & Execution
Financial Modeling
Adaptive Reuse & Value Add Repositioning
Portfolio Analysis / Optimization
Development Feasibility
Loan Modification & Restructuring

Clients

Property Owners
Family Offices & HNIs
Private Equity/ Hedge Funds
Non-Profit Organizations
Lenders and Servicers
Retailers
Tenants

Our Methodology

Our vertically integrated methodology—whether applied to acquisition advisory, loan restructuring, or negotiating a DPO with a lender—is built on three core pillars of value creation:

1. Valuation & Repositioning Analysis:

We begin by conducting detailed asset valuations or repositioning studies to establish a precise understanding of an asset’s true value.

2. Capital Restructuring:

Using this foundation, we perform comprehensive capital restructuring analyses, enabling us to negotiate effectively with capital partners and lenders.

3. Asset Management Solutions:

Finally, we implement tailored asset management strategies, encompassing development, leasing, and property management, to drive long-term value.

Our Projects

A curated selection of projects our team is currently leading, alongside notable projects our members contributed to at their previous firms. Roles have ranged from deal sourcing, underwriting, project leadership, development oversight, leasing, asset management, to capital markets execution