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Industry Guide

Real Estate Experts for Small Businesses

Real estate decisions are among the largest capital commitments a small business makes — whether leasing commercial space, evaluating whether to purchase a building, or investing excess business capital in property. Independent advisory not tied to a transaction fee is valuable and consistently underused.

Common Small Businesses challenges

  • Negotiating a commercial lease that protects the business's interests over the lease term
  • Deciding whether to buy or lease commercial space given your cash flow and growth trajectory
  • Understanding how real estate fits into the overall financial picture of the business
  • Evaluating whether to hold real estate inside the business entity or personally
  • Managing existing property if the business has acquired real estate as an asset

What to look for in Real Estate experts

Commercial real estate advisory experience, not just residential property expertise
Independence — no transaction commissions creating bias toward a particular outcome
Deep understanding of commercial lease structures and where leverage exists in negotiations
Knowledge of SBA 504 loans for owner-occupied commercial real estate financing
Experience in your market and your type of commercial space

Real Estate Experts