Which of you wishing to construct a tower does not first sit down and calculate the cost to see if there is enough for its completion?
Luke 14:28
Our firm is a translator between the Church and the real estate industry.
We leverage our deep knowledge of real estate finance, the commercial real estate market, and the Church to serve faith-based clients at every step of their projects—from discernment to action. Clients of our consulting practice include faith institutions such as parishes, Catholic nonprofits, and lay Catholics looking to better align their assets with mission.
DISCERN
Clients are seeking to answer key questions related to their real estate.
- How do we align our assets with mission?
- What resources do we have?
- Which stakeholders do we need to talk to?
- What conversations are needed?
We are here to help our clients sift through the facts, possibilities, and discussions to arrive at a concrete decision on what to do with their real estate assets.
DELIVERABLES INCLUDE
- Organization’s needs and goals:
- Assess the financial needs of an organization
- Assess the mission needs of an organization
- Real asset status and potential
- Assess the real assets at the client’s disposal
- Assess the highest and best use potential for those assets
- Assess resources available to an organization
- Identify internal resources to allocate toward a real estate strategy
- Identify external resources to allocate toward a real estate strategy
- Identify stakeholders with mission-aligned interest in supporting the strategy
- And more
PLAN
Clients know what they want to do and need help figuring out how to do it.
- Who needs to be involved?
- How long is it going to take?
- How much is it going to cost?
- How do we get resources?
Every dream needs a plan of execution. Together with our clients, we create a plan of action, with clear deliverables, outlines, and key performance indicators (KPIs).
DELIVERABLES INCLUDE
- Create project management plan
- Create SWOT analysis, timetable Gantt charts, and other management tools to keep a plan of action moving forward.
- Identify KPIs to measure plan execution success
- Identify risks and mitigants
- Identify sources and uses of capital for projects (if applicable)
- And more
ACT
Clients have a clear plan on how to get there but need help in project management.
- Who is going to manage the project?
- Who is going to manage stakeholders?
- How do we manage our funds?
- How do we communicate our project?
Whether you need help with development, managing assets, or creating a portfolio, our firm can take care of the real estate needs of our faith-based clients.
DELIVERABLES INCLUDE
- Identify sources of capital
- Identify stakeholders
- Support capital raise
- Support marketing campaign
- Manage development
- Create portfolio strategy
- And more
We are here to serve the Church. As such, our consulting work is uniquely tailored to the needs of each client and includes but is not limited to the list above. Reach out to us for a free consult to determine where you are in the process, and how we can work together to move from discernment to action.