Our core strength is our ability to synthesize multiple disciplines to create cohesive, market driven—and highly profitable, financially viable development programs. Whether repositioning an existing property or helping envision a new one, we bring together and orchestrate the industry’s leading professionals to provide an integrated, disciplined approach to real estate development.
Our services fall in five core disciplines:
- Development Advisory and Feasibility Services
- Financial Advisory Services
- Development Management Services
- Real Estate Marketing Program Management
- Real Estate Sales Management
Development Advisory and Feasibility Assessment
The principals and associates of Montecito Peak work closely with owners, planners, and other professional disciplines as strategic partners in creating a development program that is market-driven, financially viable and that exceeds market expectations. We achieve exceptional success by ignoring pre-conceived notions, never afraid to explore ‘outside the box’, yet are always rooted in common sense and impeccable attention to detail. Never one to merely present the bullet point summary, our work product demonstrates our passion to not just ‘support the concept’ but to raise the bar and add value.
- Amenity Program Strategies
- Builder Programs (Segmentation, Pricing and Deal Structures)
- Competitive Set Analysis and Benchmarks
- Community Envisioning and Theming
- Consumer Research
- Development Programming Optimization
- Financial Modeling and Feasibility Analysis
- Highest & Best Use Analysis
- Market Feasibility Analysis
- Market Positioning & Pricing
- New Concept Development and Testing
- Project Visioning
- Repositioning Studies
- Retail Tenanting and Branding Strategies
- Target Customer Analysis
- Valuation Services
- Value Add Underwriting
Financial Advisory Services
We’ve been on both sides of transactions of all size and type, yet recognize every financial circumstance is different – different markets, different capital sources, different risk profiles, and varied stakeholders. We bring that experience to bear in creating financial structures that meet all stakeholder objectives and the appropriate level of simplicity, and complexity as needed. We’ve raised and/or led the placement of billions of dollars, as principal as well as on behalf of many clients worldwide.
- Benchmarking & Performance Audits
- Buy-Hold-Sell & Disposition Analyses
- Capital Formation/Placement Strategies
- Fee Analysis & Negotiations
- Fiscal & Economic Impact Analysis
- Fund Investment & Divestment Analysis
- Investment & Portfolio Strategy
- Investment Sourcing/Selection
- Joint Venture & Direct Investment Analysis
- Partnership Structuring
- Proforma Modeling, Review and Benchmarking
- Project Timeline and Budget Development
- Real Estate Investment Objectives & Policy
- Revitalization Strategies
Development Management
Our team is deeply experienced in the trenches, working closely with land owners, investors, and even inexperienced developers in executing the development plan. We have done it globally, and pride ourselves on focused, time sensitive, budget-controlled management practices. We pride ourselves on open communications and operational transparency, working seamlessly and invisibly within the development team with just one goal – achieving the best product, an efficient team and best financial outcome. Our team shares in an immense passion for real estate, works seamlessly together, and with no pride of authorship or ego. We have managed and/or co-managed highly complex projects with capitalized value exceeding $500,000,000 USD, without geographic limitations.
- Amenity Planning, Soft Programming and Theming
- Architectural Oversight and Management
- Asset Management
- Budget Planning and Financial Management
- Fee Development
- HOA Budget Planning
- Legal Management and Mitigation Planning
- Lifestyle Envisioning, Training and Management
- Owner’s Representation
- Partnership Reporting
- Timeline Management
- Zoning and Entitlement Strategy
Real Estate Marketing Programs
All too often, the best development efforts fail due to poor marketing communications – poor messaging, inadequate ROI management and metrics tracking, inefficient public relations, and more. Our team has led marketing programs from the ground up, as well as stepping into stalled or even negative circumstances, and turned the marketing team around, always with an eye on minimizing developer expenses. With global experience, a thorough appreciation for cultural diversities, and laser focus on consumer psychographics, our team is always relevant and focused on results in marketing, producing targeted, qualified sales prospects.
- Brand Alliances
- Branding & Positioning
- Broker Outreach and External Management
- Direct Marketing
- Founder Sales Strategies
- International Sales Channels
- Internet & Social Media Marketing
- Lead Generation Tactics
- Marketing Team Recruitment
- Public Relations Strategies and ongoing Management
- Reporting / CRM Systems
- Sales Tool Creation
Real Estate Sales Management
Creating and managing a qualified, trained and managed sales team with fierce determination in closing sales is always our primary objective. We understand market nuances and pair the right team to the exact circumstance, understanding the importance of having the right team for the exact project. Sometimes, that mean breeding sales superstars, and sometimes that means recruiting both locally and abroad to create the best team. But, making sure that team has the right support, management and tools is our primary focus.
- Closing Supervision
- Escrow Management
- Feeder Market Roadshows
- In-market Sales Events
- Interior Designer Selection
- Internal Management Systems and Protocols
- Inventory Release Strategies
- Model & FFE Package Direction
- Post-Sale Marketing Tactics
- Repricing and Offering Repositioning Strategies
- Sales and Design Center Design and Coordination
- Sales Channel Management
- Sales Documentation and Coordination
- Sales Presentation Scripting, Pipeline Process
- Sales Tour Sequencing
- Sales/Support Team Recruiting
- Team Training (Initial and Ongoing)
- Waitlist Metrics and Conversion
- Weekly and Monthly Reporting