Investment Advisory

Arcturus is a leader in U.S. buy-side advisory activity and can assist clients in all aspects of sourcing, evaluating, acquiring, and closing real estate investments in all the major asset classes. We assist with investments in both equity and debt positions, and for standalone assets or portfolios. As a trusted advisor, we employ our broad perspective and uncommon rigor to help our clients maximize value and make disciplined, well-thought-out, and well-structured investment decisions.

We can provide expertise at any point in the investment process with as much involvement as is needed, including with:

  • Formulating investment strategies
  • Evaluating markets
  • Originating investment opportunities
  • Underwriting, valuing and pricing potential acquisitions
  • Negotiating purchase and sale, debt financing, joint venture, ground lease, and other key agreements
  • Structuring ownership and control provisions
  • Sourcing debt and equity capital
  • Creating or evaluating redevelopment and repositioning plans
  • Creating or evaluating leasing, merchandising and marketing plans
  • Conducting due diligence
  • Closing transactions

For corporate users, Arcturus can also assist with lease negotiation and structuring, broker evaluation and fee negotiation, buy vs. lease analysis, and new development entitlement and cost assessments.

Recent examples of our work:

New Investment in Class A Office: 
Arcturus provided buy-side advisory services to an overseas institutional investor seeking to acquire a $350 million Class A office asset located in a U.S. gateway city. Arcturus leveraged its extensive relationships and investment experience to take a lead role in the underwriting, due diligence, transaction structuring, purchase and sale agreement negotiation, and initial business plan formulation. Our involvement secured a due diligence pricing reduction in excess of $5 million for our client, and ultimately facilitated a successful closing of the investment.

New Investments in Class B Apartments:
Arcturus provided buy-side advisory to a large institutional investor seeking to make investments totaling $300 million in Class B mid-rise and garden communities in primary Northeast U.S. markets. Our investment advisory team led the acquisitions process, from origination, underwriting, and market research, to transaction structuring and due diligence, providing a full-service investment solution to our client.

PIP Assessment and Brand Repositioning Analysis:
Arcturus provided repositioning analysis and investment advisory services to a large endowment fund that was evaluating a potential new investment in a 250+ key full-service hotel located in the Northeast U.S. Our hotel professionals conducted a rigorous underwriting and due diligence, including extensive market and hotel brand analysis, PIP and business plan evaluation, and an assessment of the sponsor. Arcturus’s findings suggested an unacceptable risk/reward investment profile, allowing the client to allocate capital to more favorable transactions.