My Role

Secured Client Relationship.

Off-Market Transaction.

Provided Fiduciary to Non-Profit (501c3)

REAL ESTATE SERVICES PROVIDED TO 501c3:

A: Deed Review and Confirmation

B: Site Plan Analyses & Confirmation

C: Building Drawings Analyses & Confirmation

D: Plat Map Analyses & Confirmation

E: Land Survey Analyses & Confirmation

F: Engineering, Property Condition & Soil Reports Analyses & Confirmation

G: Other Real Estate Records Analyses & Confirmation

H: Environmental (Phase 1,2) Analyses & Confirmation

I: Easements, Encumbrances Analyses & Confirmation

J: Description of Property Damage Analyses & Confirmation

K: Leases, Ground Leases, Subleases, Tenancy Agreements Analyses & Confirmation

L: Environmental Conditions, Violation or Hazards Analyses & Confirmation

M: Utility Analyses & Confirmation

N: Life Safety & Inspection Reports Analyses & Confirmation

O: Environmental Conditions - Building - Analyses & Confirmation

P: Parcel 1 Analyses

Q: Parcel 2 Analyses

R: Parcel 3 Analyses

S: Financial Partner & Capital Opportunities

T: Real Estate Contract (PSA) Analyses & Confirmation

ADDITIONAL REAL ESTATE SERVICES PROVIDED:

1: Real Estate Appraisal Analyses

2: Architect Matters & Oversight

3: General Contractor Matters & Oversight

4: Enviro Consultant Matters & Oversight

5: Property Inspection Matters & Oversight

6. General Contractor Matters 2.0 & Oversight

7. Municipal Matters & Oversight

Property Acquired

Development Pending

Results

A successful property acquisition and development endeavor which provides affordable memory care services to those in significant need. Subject property acquired by a local 501c3 (not-for profit) in Q4 2020 following comprehensive analyses and diligent investment consideration. The existing building is a single-story senior living facility exclusively designed to serve memory care patients. There are 18 separate units, providing memory care (MC) services. The building is situated on a 2.70 acre site which has room for two (2) additional buildings of at least 18 units each, for a total of 54 potential units. In addition, there is a separate 1.04 acre site which is considered excess land. Project amenities include a courtyard, sitting rooms, office, activity room, dining room, conference and community rooms.

Development to occur 2021-2025