Advisory
Services

QuakerLane selectively provides a suite of services to its own investors, partners and third party clients, and brings sophisticated senior professionals with extensive advisory track records.  We seek to work with private sector clients, public sector entities, and institutions for a variety of real estate needs, including:

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Development & Project Management

QuakerLane has extensive expertise across all phases of development. We aid property owners in identifying the highest and best use for their site, be it ground-up development or adaptive-reuse/renovation. QuakerLane is particularly effective in situations with complex community dynamics and entitlement processes. After receiving entitlements, QuakerLane can manage the design process from consultant selection through review and feedback on construction drawings. As construction work gets started, we are equipped to manage vendor contracts, billing, and construction administration, and owners benefit from our rigorous quality controls. Throughout the entire process, we track deadlines and budget against actuals so that clients have full transparency into the project’s performance.

Capital Markets Advisory

Based on decades of transaction experience, QuakerLane can evaluate in-place capital structures and advise ownership to alternative capitalization and/or disposition strategies tailored to our clients’ objectives. Our longstanding relationships with market participants and allocators allows us to provide quick feedback to owners about prospective strategies. QuakerLane can source equity, debt, and preferred equity/mezzanine debt, giving owners access to numerous sources of capital for each project. We can also conduct hold/sell analyses and connect owners with prospective buyers, later supporting due diligence and legal efforts.

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Buy Side Due Diligence

QuakerLane is well-equipped to help buyers and investors new to a market or product type through market, submarket and property diligence. Our data aggregation and robust analytics allow us to present thorough, objective perspectives and valuable market context. And our robust due diligence process brings insight into property conditions that provide confidence to close. We are specialists in deals with embedded complexity, such as those with permitting complications, legal/title disputes, deferred maintenance, and defects in building systems.

Asset & Property Management

As a vertically integrated organization, QuakerLane can provide owners with asset management oversight and/or property management services for any asset class. Our approach to asset and property management integrates operational efficiency and risk mitigation with placemaking, branding, and tenant experience to create long term value for the assets we manage. Our process of maximizing value for owned assets starts with understanding ownership’s priorities and creating corresponding budgets and financial projections. We navigate contract negotiation and vendor selection for services that match owner and tenant expectations and continuously monitor performance. We provide transparent communications and remain adapt our business plans to market conditions and investor needs. Our institutional financial reporting leverages a full accounting team, robust processes, and rigorous analytical capabilities.

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Opportunity Zone Advisory

QuakerLane was founded because of an interest in Opportunity Zones. For owners of property in Qualified Opportunity Zones or owner/operators interested in property in Opportunity Zones, QuakerLane can assist in site selection, capital sourcing, legal structuring, and project planning that complies with federal guidelines. We are members of a national advocacy group for OZ regulation and legislation, keeping us appraised of all updates to federal guidance on OZ investment. We are actively capitalizing deals and purchasing property in Opportunity Zones.

Connect with us for more information on an advisory services requirement.