Capital Solutions Scope HKS Real Estate Advisors provides long-term and short-term debt (bridge, mezzanine, construction, and permanent financing) as well as equity placement (preferred equity, joint venture equity, straight equity) and investment sales advisory since 2018. This enables a one-stop capital partner for developers and property owners, presenting cross-sell opportunities across debt, equity, and advisory services.

Active Deal Flow Recent financing activity demonstrates ongoing deal flow and lender relationships: $10M refinance in Feb 2025 and a $21M loan for Merrick Parc, a multifamily development in Coral Gables (Jan 2024). Leverage these cases to identify similar developers and owners in need of refinancing, land/pre-development funding, or equity placement.

Boutique Scale Advantage Revenue is in the mid-range for a boutique firm and headcount is 11-50, suggesting a nimble, hands-on advisory model. This positioning can attract mid-sized developers and owners seeking tailored solutions and faster cycles that larger firms may not match.

Tech-Driven Advisory Technology stack indicates modern client presentation and data capabilities using React, Mapbox GL JS, and Bootstrap, enabling map-based market analyses and interactive deal workflows. This can be packaged as differentiated, tech-enabled advisory dashboards to win tech-savvy clients.

Strategic Growth Moves Leadership expansion into investment sales since 2018, with hires like Peter Carillo and Charles Yellen, shows a strategic push to broaden services beyond financing into capital markets. This creates opportunities to cross-sell investment sales and capital strategy to existing clients and to attract developers seeking integrated solutions.