BROKERAGE SERVICES - TheoPacific
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BROKERAGE SERVICES

WE OFFER A FULL SUITE OF COMMERCIAL REAL ESTATE SERVICES DESIGNED TO MEET YOUR SPECIFIC NEEDS

SALE/LEASE BROKERAGE

Our expert team has decades of experience representing financial institutions, family offices, private investors, tenants, and real estate brokers in various capacities.

  • Principal Acquisition Representation
  • Principal Disposition Representation
  • 1031 Representation & Coordination
  • Tenant Representation
  • Landlord Leasing Representation
  • Lease Negotiation & Documentation (AIR)
  • Lease Administration

ESTATE PLANNING TRANSITION SERVICES (EPTS)

• TheoPacific’s EPTS platform was designed to assist Trusts, Family Office & High Net Worth investor clients with Business, Commercial (office, retail & industrial), and Multi-Family Apartment real estate portfolios.

• Our EPTS platform works in concert with a client’s CPA, Real Estate, and/or Trust & Estate Planning Attorneys.

• Our trademark “EPTS” platform focuses on implementing asset management, property management, acquisition/disposition advice, and accounting/budgeting services for its clients as they transition real estate to the next generation.

• We take a macro/micro view of the Client’s portfolio needs and tailor a program that matches its near-term and long-term financial and estate planning goals (including implementing 1031 tax-deferred exchanges).

• Our EPTS team works in lockstep with its client’s CPA, Trust & Estate/Real Estate attorney, and internal financial team to provide value-add management services (both asset and property), while providing monthly, quarterly, and annual financial and accounting services for each property within the portfolio.

• Our EPTS platform is a natural extension of our existing breadth of services for both our own as well as our client portfolios.

DEBTOR/CREDITOR ADVISORY SERVICES

  • Loan Restructurings
  • Lease Restructurings
  • Financial projections, budgets, and proformas
  • Real Estate and Corporate Restructurings, Workouts and Settlements
  • Liquidation Analysis (CH 7 & CH 11)
  • Cash Flow, Income Statement & Balance Sheet Analysis
  • Budgeting and Forecasts
  • Asset Summary Schedules
  • CH 11 Monthly Operating Reports
  • DIP Takeout Financing Services
  • Landlord-Tenant Dispute Resolution
  • Settlement Agreements
  • Receivership and Trustee Services
  • Chief Restructuring Officer Assignments
  • Financial Reporting, Accounting, and Budgets