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  Stephen E. Ross, Real Estate Consultant

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Consulting assignments are completed using a "macro-to-micro" methodology and typically include the following: an executive-style Summary of Conclusions; an analysis of economic and market conditions; market demographics; market position of competitors; supply and demand factors; vacancy, absorption and rent trends; forecasting; affordability issues; and an analysis of the market outlook.  Projects also include Exhibits, in the form of tables and graphs; Maps, to illustrate geographic relationships of critical data or market locations; and Graphics or Photos, when appropriate.

Completed assignments can be delivered either as traditional hard copy reports, or by email in electronic "PDF" files (which provide the quickest and most direct report delivery for clients).

Key Benefits

  • Independent, third-party perspective critical to due diligence and asset analysis assignments
  • "Hands on" experience from market analysis assignments in 20 states and 28 markets
  • Lower overhead and faster turn around than other firms
  • Ability to respond quickly to new assignment requests and travel throughout the U.S. on short notice
  • Nearly 20 years of real estate analysis and consulting experience
  • National, regional and local experience working with corporate and institutional clients including REITs, pension fund advisors, major commercial real estate companies, and financial institutions

Pricing

Consulting assignments are structured specifically to meet each client's budget needs and typically consists of a project fee developed from an estimated number of hours to complete the requested assignment or services, plus reimbursable expenses.  In special cases, assignment pricing can be structured as straight "per hour" billing or "not-to-exceed" project estimates, plus expenses.

A retainer of 50% of the estimate of hours to complete a consulting project is due upon execution of any proposal agreement to commence a consulting assignment.

Reasonable reimbursed expenses for travel and mileage; long distance telephone calls, postage and other communication-related expenses; purchase of real estate market data, demographics, economic data and other pertinent data; and other appropriate items are in addition to estimated assignment pricing.


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Stephen E. Ross, Real Estate Consultant

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Last modified: 03/23/12