Boutique scale With a small team of 2-10 employees and revenue under 10 million, Inverness presents an opportunity for tailored, high-margin services such as bespoke property management and specialized leasing solutions to optimize asset performance for mid-market owners.

Asset management strengths Their focus on full spectrum CRE services including management, leasing, accounting, and disposition suggests upsell potential in bundled services, performance reporting enhancements, and cross-selling of value-add services to existing clients.

Geographic focus Portfolio spanning Arizona, California, and New Mexico indicates sales opportunities with regional owners and lenders looking for localized expertise and flexible reporting aligned to state-specific regulations and markets.

Longstanding relationships Decades-long client relationships signal trust and governance expectations; leverage this to position premium advisory services, performance benchmarks, and renewal/extension programs to retain and expand current client assets.

Technology footprint Current tech stack includes Network Solutions, Microsoft 365, and a Sun ONE web server; identify opportunities to modernize operations, implement integrated property management software, and enhance data analytics for asset optimization and reporting to clients.