Agentic Investments, LLC – Real Estate Advisory

Independant Advisory Firm

Real Estate Investment Services for Private Investors and Family Firms

Services We Offer

Services are fully customizable, ranging from second opinions and peer reviews to model audits, deal structuring, due diligence support, or complete outsourcing of the investment process, depending on each investor’s needs and internal capabilities.

Board/IC Level Review

“Second Opinion” Services

After sourcing a real estate investment, a client may desire a second opinion from an independent expert team. Agentic Investments will leverage its experience and expertise to provide the following services:

Review the Investment Committee or Board Materials provided by the client
Request additional information which might be required to deliver a comprehensive review. Such requests might include:
The financial model and assumptions
A due diligence checklist
Partner information/background (if applicable)
Certain due diligence information not included in the materials
Analyze the investment, deal structure, capital stack, and returns
Utilize industry leading software and automation tools (especially the proprietary TRUSS software) to provide robust scenario analysis and iterative insights

Strategic Review

Agentic can work with clients to clarify and focus investment strategy to determine how (and perhaps whether) direct real estate investment fits into the overall portfolio. In this collaborative process, Agentic and the client, would:

Establish strategic objectives for direct real estate.
Review the source of funding and implications for execution.
Survey investment targets based on desired deal size, risk profile, and preferences.
Deal sourcing – Agentic Investments would generate a deal sourcing strategy, designed to provide deal flow responsive to the objectives above.

Incremental Support Services

Supplementing Internal Resources

Agentic Investments adjusts its service offerings to fit the investor’s internal staffing, moving along a gradient from passive review to active participation, as needed. These incremental support services include performing tasks that would be served by internal management personnel in an institutional context. These supplemental services can include:

Create/review Argus File
Create/review Excel Proforma
Review leases (if applicable)
Investment Committee Materials Preparation and Review

Outsourced Execution

Deal Team for Hire

At its most fulsome, Agentic Investments could serve as the deal team for a client seeking to outsource its direct real estate investment function. In addition to the supplemental services outlined above, Agentic Investments would expand its services to include the following:

Execute strategy based on the results of the strategic review, described above.
Create due diligence budget
Engage third party providers (if desired by client)
Assist in negotiation and documentation

Executive Team

Agentic Investments is the collaboration of two-industry-leading professionals reuniting to deliver a unique, high impact service offering.

Clay Adams

Senior Real Estate Investment Executive

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