We provide end-to-end coordination of your commercial real estate transactions to ensure a smooth, timely, and compliant closing. Whether you’re acquiring or selling a property, our Purchase & Sale Transaction Management service is designed to reduce friction, keep all parties aligned, and protect critical deadlines.

Timeline & Milestone Management
We create and maintain a clear closing timeline, tracking key dates such as due diligence deadlines, title objection periods, and closing contingencies.

Document Coordination
We facilitate the collection, review, and version control of key documents—PSA, amendments, title commitments, surveys, environmental reports, and closing statements.

Stakeholder Communication
We act as the central point of contact between brokers, attorneys, title companies, environmental consultants, and internal teams to keep everyone informed and accountable.

Due Diligence Oversight
We coordinate all required due diligence deliverables, track outstanding items, and ensure timely review by your legal and technical consultants.

Closing Support
We assist in managing final logistics, including execution of closing documents, funds flow instructions, and confirming delivery of final items.

Our Lease Administration service helps you take control of your lease portfolio with accuracy, transparency, and peace of mind. We manage the day-to-day details so you can focus on strategy and growth—knowing your critical dates, obligations, and financials are covered.

Lease Abstraction & Data Entry
We extract and enter key lease terms, clauses, and financial data into your preferred platform or tracker—ensuring accuracy and consistency across your portfolio.

Critical Date Monitoring
We track renewals, expirations, rent escalations, and other time-sensitive provisions so you never miss a deadline or opportunity.

Rent Roll Management
We maintain up-to-date rent schedules, including base rent, CAM, taxes, and other recurring charges—so your reporting and payments are always aligned.

CAM & Operating Expense Review
We support the review of landlord reconciliation statements to identify errors, overcharges, or opportunities for savings.

Ongoing Lease Compliance
We monitor landlord and tenant obligations, help enforce lease provisions, and assist with documentation for subleases, amendments, or notices.

Reporting & Portfolio Support
Need custom reporting? We can generate summaries, dashboards, or audit-ready reports tailored to your needs.

For clients seeking ongoing, reliable support across multiple transactions or lease-related needs, our Monthly Retainer Service provides consistent access to experienced transaction and lease administration support—without the overhead of a full-time hire.

Fixed Monthly Scope
Choose a retainer tier that aligns with your monthly needs. Each tier includes a defined set of deliverables, such as transaction coordination, lease tracking, document review, and reporting—tailored to your portfolio size and activity level.

Priority Service
Retainer clients receive scheduling priority and faster turnaround on deliverables, keeping your deals and lease tasks moving without delay.

Ongoing Transaction Support
Includes coordination of key milestones, document tracking, communication with stakeholders, and closing prep for a defined number of active transactions per month.

Lease Administration Support
Includes abstraction, critical date tracking, rent roll updates, and landlord communication for a set number of active leases.

Portfolio Oversight & Reporting
Monthly status updates with open items, completed tasks, and upcoming deadlines—giving you clear visibility into your assets.

Our Add-On Services are designed to provide flexible, on-demand support for specific needs that fall outside of standard transaction coordination or lease administration. These services can be bundled with existing engagements or purchased as standalone support to help you stay organized, compliant, and on schedule.

Rush Closing Coordination
Need to close in less than 2 weeks? We offer expedited transaction management with prioritized timelines, proactive communication, and same-day responsiveness.

Lease Abstracting
Accurate, easy-to-read lease summaries highlighting key terms, financials, critical dates, and obligations—delivered in your preferred format.

Critical Date Tracker Setup
Buildout of a customized tracker for renewals, rent escalations, expirations, and notice periods—using Excel, Google Sheets, or your preferred platform.

Document Clean-Up & Organization
Organize leases, PSAs, amendments, and closing documents into a structured, shareable system—ideal for audits or onboarding.

Vacation Coverage
Need temporary support while your in-house coordinator or admin is out? We offer short-term coverage to manage transactions, lease deadlines, and communications so nothing is missed during PTO or extended leave.