Advisory · Senior Living
The McDowell
$49,300,000
View Detail →Advisory
Engagement-based work for developers and operators who need more than a broker. We sit in on capital decisions, run feasibility, design the stack, and stay through closing.
When to Engage Us
Brokers transact. Advisors think. Sponsors hire us when the deal is too complex, the timing is too tight, or the capital question is too important to leave to a quote-shopping intermediary. We sit on your side, paid by you, accountable to you.
Define a clear project roadmap that aligns with sponsor goals and capital constraints.
Detailed market research, underwriting, and feasibility analysis before capital is committed.
Top architects, engineers, contractors, and managers to bring the development to life.
Navigate zoning, oversee the permitting process, and lead vendor selection and cost control.
Timeline management, budget tracking, and quality assurance through the build cycle.
Lease-up strategy, financial monitoring, and the path to stabilization.
Engagement Models
Fixed-scope engagements for a specific deal — feasibility, capital raise, or exit. Defined deliverables, defined fee.
Ongoing advisory for active sponsors. Monthly retainer, unlimited deal screening, capital stack design, and lender introductions.
Selective JV arrangements where we contribute capital strategy, lender relationships, and deal execution alongside sponsor equity.
Case Study
A 910-unit, 125,000 SF self-storage facility with 37 covered RV spaces — $30M ground-up development for Sovereign Group of Companies.
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.
Market analysis, feasibility study, and proforma development. Validated demand drivers, competitive supply, and rent assumptions before capital was committed.
Site selection, zoning and entitlement, architectural coordination, vendor selection, and GC procurement. Managed the full permitting timeline from concept through building permit.
Structured the capital stack, placed construction financing, and oversaw the build — budget tracking, draw management, and schedule accountability through CO.
Lease-up strategy, property management onboarding, operational systems setup, and financial reporting through stabilization targets.
Marketed and sold the stabilized asset at $30.5M — full-cycle execution from dirt to disposition.
Advisory Transactions
$49,300,000
View Detail →$42,000,000
View Detail →$37,200,000
View Detail →$6,050,000
View Detail →$6,000,000
View Detail →$4,050,000
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Engage Vestmont