Advisory

On the sponsor's side of the table.

Full-cycle advisory for developers and investors executing ground-up development, adaptive reuse, value-add repositioning, and build-to-suit projects. From feasibility through disposition — or just the sections where you need us.

When to Engage Us

Pre-acquisition through disposition.

Whether you're building from the ground up, converting an office to multifamily, repositioning a vintage apartment community, or executing a build-to-suit — we advise, structure, and execute at every level of involvement. Full development soup-to-nuts, or just the phases where you need a partner who's done it before.

By referral and selective intake.

01

Feasibility & Underwriting

Market analysis, proforma development, and capital structure modeling — whether it's a ground-up site, a conversion candidate, or a value-add acquisition.

02

Capital Stack Design

Debt placement, equity structuring, and lender/investor introductions tailored to the project type — construction loans, bridge, permanent, or JV equity.

03

Pre-Development & Entitlements

Zoning, permitting, architect and GC selection, and cost management. For repositioning projects: scope of work design, contractor procurement, and renovation budgeting.

04

Construction & Renovation Oversight

Budget tracking, draw management, schedule accountability, and quality assurance — from ground-up builds to full-property rehabs.

05

Stabilization & Operations

Lease-up strategy, property management onboarding, rent optimization, and financial reporting through stabilization targets.

06

Disposition & Exit Strategy

Market timing, buyer targeting, and full disposition execution. We stay through the exit — because that's where the return is realized.

Engagement Models

Three ways to work with us.

01

Project-Based

Fixed-scope engagements for a specific deal — feasibility, entitlements, construction oversight, or disposition. Defined deliverables, defined fee.

02

Retainer

Ongoing advisory for active developers. Monthly retainer, unlimited deal screening, development planning, and execution oversight across your full pipeline.

03

Development & Co-Development

Ground-up development and selective JV arrangements where we contribute development expertise, construction oversight, and full-cycle execution — from site selection through disposition.

Case Studies

From conception to disposition.

Institutional · Large-Scale

Life Storage · Gilbert, AZ

910-unit, 125,000 SF self-storage + 37 RV spaces — full-cycle ground-up development for Sovereign Group of Companies.

$30.5M Disposition

Vestmont performed the initial underwriting, led pre-development through zoning and entitlement, structured the financing, managed the full development cycle, onboarded operations, and executed the disposition.

01

Initial Underwriting

Market analysis, feasibility study, and proforma development. Validated demand drivers, competitive supply, and rent assumptions before capital was committed.

02

Pre-Development

Site selection, zoning and entitlement, architectural coordination, vendor selection, and GC procurement. Managed the full permitting timeline from concept through building permit.

03

Development & Financing

Structured the capital stack, placed construction financing, and oversaw the build — budget tracking, draw management, and schedule accountability through CO.

04

Onboarding & Stabilization

Lease-up strategy, property management onboarding, operational systems setup, and financial reporting through stabilization targets.

05

Disposition

Marketed and sold the stabilized asset at $30.5M — full-cycle execution from conception to disposition.

Value-Add · Repositioning

Rezide Uptown · Phoenix, AZ

35-unit vintage multifamily — acquired at $91K/unit, Mid-Century Modern renovation, sold at $180K/unit. Rents up 68%.

$6.3M Disposition

Before — Bethany Gardens

Bethany Gardens entry sign Dated unit exterior Rusted entrance gates Overgrown courtyard Old pool area

After — Rezide Uptown

Rezide Uptown sign New blue door and perforated metal fence Renovated pool area with teal fencing Renovated living and kitchen Mid-Century Modern dining and kitchen
Acquisition$3.2M$91,429 / unit
Renovation$921K$26,314 / unit
Total Basis$4.1M$117,762 / unit
Disposition$6.3M$179,971 / unit
Rent Increase68%$790 → $1,325 / mo

Advisory Transactions

Selected engagements.

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Institutional & Large-Scale

Advisory · Senior Living

The McDowell

$49,300,000

Scottsdale, AZ

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Advisory · Senior Living

San Savino Village

$42,000,000

Gilbert, AZ

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Advisory · Apartments

Apache Palms

$37,200,000

Tempe, AZ

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Advisory · Apartments

X @ Sloan's

$31,000,000

Denver, CO

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Value-Add & Repositioning

Advisory · Conversion

The Eldorado

$6,050,000

Scottsdale, AZ

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Advisory · Conversion

Rezide Midtown

$6,000,000

Phoenix, AZ

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Co-Development · Apartments

Rezide Uptown

$6,299,000

Phoenix, AZ

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Building, converting, or repositioning?

Tell us about the project. We'll respond within 24 hours.

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