Aerial of a principal industrial property

Capistrano Real Estate Advisors

The desk behind the CRE decision.

Owners and operators at a buy, sell, hold, or refinance. The analysis lands on your desk. The call stays yours.

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Flat fees. Not a fund. Never a success fee.

Decisions we sat

The work, not the menu.

Four engagements where an owner or operator needed a call — sell, hold, buy, or refinance — and a written desk behind it.

Garden-style multifamily building from a sell-versus-refinance desk
Sell vs. refi

300-unit multifamily, five paths against a $33M+ BOV

Hold, HUD refi, two 721 exchanges, outright sale — modeled and memo’d for a private owner.

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Two-tenant industrial warehouse from a hold-versus-sell desk
Hold vs. sell

$12M two-tenant industrial, TI cycle inside 18 months

Hold through the capex, or sell — both paths written so the family could act.

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Multi-tenant industrial park from an underwriting desk
Underwrite

8-tenant industrial park, committee-ready in 4 business days

Full roll-up at the LOI price, three debt cases, sensitivities, IC memo.

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Aerial of an industrial portfolio from a refinance desk
Refinance desk

47-lease portfolio audited in 9 business days

20-field schema across the asset. Covenant flags. Lender-ready summaries.

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When the raise is the job

Packaging, if you need it.

Secondary lane. Offering pages, memos, and investor kits on your brand — you raise the capital.

Memo system

32-page IC memo and gated site for a flex-storage acquisition

 Capital raise

$2M friends-and-family raise on a schema-driven page

 Capital raise

$2M off-market note — first retail raise for the sponsor

 Financial review

26 findings across five years of resort statements

All shipped work →

The rest of the desk

Reachable. Not the homepage.

Owners and operators first. Sponsors and brokers when the package has to ship.

Underwriting Acquisition & disposition Leases & portfolio Memos Raise materials Contact

Engagement

Scoped after a conversation.

No public price list. Fill out the contact form. One page back: deliverable, fee, timeline, terms. Flat. Never a percentage of your raise.

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How we work

Call. Quote. Produce. Handoff.

Introductory call

Thirty minutes, confidential. We learn the deal. You learn how we work.

Scoped quote

One page. Deliverable, fee, timeline, terms — after you tell us the deal.

Production

Schema-driven, founder-reviewed, delivered on the cadence we promised.

Handoff

Written deliverable, thirty-minute review. The system stays with you.

Member: NAIOP ULI Chapman YEAC

Questions

What we are not.

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Bring the decision.

Tell Cody about the deal. One page back: deliverable, fee, timeline, terms.

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