Real Estate Advisory Services

From deal validation and due diligence to asset management and strategic dispositions, we help clients make sound real estate investments and deliver the oversight needed to maximize performance. 

• Property Asset Oversight Strategic Planning: We develop customized real estate strategies aligned with client objectives, including performance benchmarking, business plan execution, and ongoing asset evaluation.
   
• Revenue & Expense Optimization: We optimize cash flow through KPI tracking, expense audits, ancillary income strategies, and vendor management.
   
• Capital Project Management: We oversee capital budgets, manage renovations and repositioning efforts, and implement improvements to elevate asset value and competitiveness.
   
• Operating Partner & Property Management Oversight: We identify and vet operating partners, implement proper controls, and provide ongoing oversight of third-party managers to ensure business plan execution.
   
• Due Diligence & Investment Support: We lead acquisition due diligence processes and assist with regulatory, tax, and compliance planning to support informed investment decisions.
   
• Capital Sourcing & Club Deal Formation: We facilitate the creation of investor-aligned club deals, administer Special Purpose Vehicles (SPVs), and arrange investment financing.
   

Sunstone Family Office is ready to partner with you to handle your residential real estate needs so you can enjoy your homes worry free.
 

• Acquisition & Investment Strategy: We identify and source attractive properties (primary residences, vacation homes, or investment rentals); negotiate purchases or sales and manage closings.
   
• Financing & Structuring: We arrange mortgage financing or private credit lines by sourcing favorable rates and terms and facilitating the application process.
   
• Project Management: We oversee construction or renovation of homes managing architects, designers and contractors ensuring projects stay on budget while aligning with the family’s vision.