Real Estate Investment

Allegro serves as trusted investment advisors for clients ranging from Fortune 1000 companies to private individuals and family offices. We utilize our depth of experience to provide the highest level of value and risk mitigation.

We assist private investors and corporate entities alike with a full spectrum of acquisition and real estate investment services. Whether you are an established corporation or an individual investor, you can trust the real estate experts at Allegro to lead you through every step of the investment process.

Phase 1: Investment Real Estate Identification

Before investing in real estate, it’s critical to map out your objectives, strategies and comfort level with different alternatives. In phase one, Allegro will:

  • Confirm investment objectives
  • Assess passive and active investment strategies
  • Identify and explore investment alternatives
  • Negotiate and structure transactions

Phase 2: Investment Analysis

In phase two, we analyze the investment and financing possibilities to determine the best options for your needs. Allegro will:

  • Conduct financial modeling, underwriting, and feasibility analysis
  • Evaluate scenarios with varied risk management
  • Identify and procure appropriate financing
  • Analyze sale/lease-back opportunities

Phase 3: Due Diligence Coordination

The objective of phase three is thorough due diligence and finalization of the investment portfolio. Allegro will:

  • Review leases and extract pertinent economic information
  • Identify benefits and risks of leases which could impact the investment, including renewal options, expansion rights and termination options, etc.
  • Engage and manage third party vendors to secure pre-acquisition reports (survey, title, environmental, zoning)
  • Conduct market analysis and supply & demand studies

Phase 4: Asset/Investment Management

After your assets have been procured, let the experts at Allegro manage the ongoing details of your real estate investment portfolio. We will:

  • Provide daily asset management of investment properties
  • Manage lease rolls
  • Provide tenant interface for ownership
  • Conduct financial accounting & reporting
  • Prepare annual budgets
  • Facilitate long term investment planning and decision making
  • Facilities management