Synergy

Synergy Real Estate Development
Consulting and Brokerage

We offer strategic consulting services and brokerage for real estate investors, landowners, and developers, including acquisitions, dispositions, and development planning. Our role includes assembling and managing specialized teams to guide projects through entitlement and approval processes

Synergy-RED services throughout California and the Pacific Northwest.

Consulting

A free initial consultation, flat rate feasibility, and retainer-based plan

Synergy offers potential clients a free initial consultation followed up quickly with:

  1. A flat rate Initial feasibility proposal, and then, if Client and Synergy agree it’s needed,
  2. A flat rate deeper feasibility proposal, and then, if Client and Synergy wish, we can move forward into
  3. A retainer-based action proposal outlining what Client and Synergy’s relationship and responsibilities relative to Client’s need(s) and objective

Synergy consultants specialize in:

Analyzing Client’s individual site or real estate portfolio needs for

  • Site optimization
  • Expansion into new markets and geographical areas
  • Real Estate business team, management, board, and investor development
  • Locating on-market and off-market opportunities for
  • Land acquisition
  • Improved property acquisition or leasing
  • Option to purchase or lease
  • Ground lease
  • 1031 exchange sites
  • Opportunity zone sites

Team selection and management for feasibility, pre-construction, and construction stages

Finding highly qualified local and regional consultants in each category of real estate work tailored to Client’s needs

  • Civil, soils, traffic, structural, environmental and other engineers
  • Architects, landscape, lighting, arborist and design consultants
  • General contractors, real estate attorneys, etc
  • Creating RFPs and managing the selection process for Client’s team(s)
  • Managing each stage’s consultant team

Brokerage

Buyers and Owners engage Synergy’s CA, OR, and WA Network

Buyers

Synergy serves Buyers, helping them find on-market and off-market sites tailored to their requirements*, specializing in:

  • Development of large and medium-scale single-family, multi-family, affordable, and workforce housing
  • Commercial, industrial, office, church, school, and institutional users
  • Opportunity zones

Synergy negotiates Letters of intent to an optimal position for our clients, saving them legal costs. Synergy manages sale transactions to a successful conclusion.

Owners

Synergy can help Owners, through its consulting services, to optimize their properties before marketing them.

Synergy creates a marketing strategy tailored to the owner’s budget and desires:

  • Quiet and targeted marketing only?
  • Selective marketing only to experienced and reputable brokers?
  • Wide range marketing via internet, fliers and Broker/Buyer events?
  • Signage?

Synergy fields offers for owners according to their priorities.

Synergy negotiates Letters of Intent to an optimal position for our client, saving them legal costs.

Synergy manages the sale or lease transaction to a successful conclusion:

  • monitoring Owner’s, Buyer’s, or Lessee’s contractual deadlines and deposits and
  • maintaining contact with Buyer/Lessee’s agents, and Escrow and Title officers and Client-specified other entities.

*Each of these has potential Synergy Consulting components that Clients can elect to implement

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