HOW I DO IT
Methodology
The business should drive the real estate rather than the other way around. My methodology of truly and deeply understanding the industry and business in which my clients are in then allows me to provide the best real estate strategy to positively impact their business drivers (productivity, culture, engagement, retention/attraction, brand, operational efficiency) on the very best financial terms.
My thorough proprietary process can be tailored to a specific project.
Competitor’s Process
My Process
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1. Discovery session
- Deep understanding of the industry
- Benchmarking versus industry
- Deep understanding of the business
- Brand
- Cultural objectives
- Knowledge transfer
- Business operating objectives
- Competitors
- Growth
- Financial model/budget/metrics
- Geographic considerations
- Physical workspace considerations
- Forced ranking exercise
- Survey of senior executives
- Senior executive alignment on the business and real estate strategy
2. Company & Situation Analysis
- Mark to market
- Employee survey
- Employee drive time/transit location study
- Building audit
- Air quality audit
- Operating costs audit
3. Create real estate brief
- Client portal for communication management
4. Option Analysis
- Identify possible relocation/renewal options
- Understand market pricing – comparables
- Detailed supply and demand studies
- Co-working value matrix
5. Tour space
6. Detailed financial modeling
- Option comparison matrix – comparing options relative to a predetermined level of importance
7. Negotiation of offers/request for proposals
- Due diligence
- Electrical
- Structural
- Mechanical
- Technological
- Test fit
- Architectural/design
- Costing of tenant improvements
8. Lease negotiation
9. Communicate to Client
- Board presentations
- Senior leadership approval presentations
10. Design & Execution
- Workplace strategy
- Sustainability
- Health and wellness
- Change management
11. Project Management
- Architectural/design/contractor consultation/selection
- Furniture consultation/selection
- Move management