Independent NOI & Diligence Counsel — Without a Vendor Agenda
For CRE owners, operators, and asset managers who need a second opinion on where recoverable NOI sits, what exports actually prove at exit, and whether AI claims hold up — without being steered into someone else's product roadmap.
If you don't own your data & digital infrastructure, your vendors do.
When Advisory Is the Right Call
Not every owner needs a full data & digital infrastructure build. Sometimes what you need is a second set of eyes from someone who isn't selling you the next dashboard.
Advisory is the right call when you are: evaluating a vendor proposal and want independent review; inheriting a portfolio and trying to figure out what you actually own; being asked to approve a technology CapEx and don't know what questions to ask; weighing build vs. buy vs. partner; or trying to quantify AI readiness without getting sold an AI product.
Four Ways We Work
Data & Digital Infrastructure Strategy
A roadmap for building an owner-controlled standard across your portfolio. Phased to turnover, CapEx timing, and lease-up — so nothing is rip-and-replace.
Vendor & Contract Evaluation
Independent review of vendor proposals, MSAs, service contracts, and renewal terms. We flag lock-in language, data-portability gaps, admin-credential traps, and hidden operational cost.
AI Readiness Assessment
An honest look at whether your portfolio can actually run AI safely. Data governance, identity and access, system-of-record trust, decisioning readiness. We tell you why, and what to fix first.
Peak Property Performance® Review
The full PPP Review, mapped to the Clarify step of the PPP 5C™ plan. See the PPP Audit™ page for detail.
Patterns We See Every Week
Advisory isn't optional insurance. It's how you avoid these patterns.
- Redundant Systems Tax — multiple systems or networks doing the same job, paid twice in CapEx and OpEx
- "Never Turned On" Shelfware — systems installed, software billed, never operationalized after a PM change
- Governance Debt — duplicate or rogue networks that don't surface as problems until they fail, years later
“Governance debt comes due with interest.”
What's your data & digital infrastructure actually earning?
One building. 45–90 minutes. No software pitch. No rip-and-replace.
- What data & digital infrastructure you actually own — and what your vendors do
- Where recoverable NOI is sitting in your buildings — and what it's worth at refi or exit
- Where operational burden stacks up against your KPIs, and which plays close the gap
- The top 3 monthly plays you'd actually run — utilities, insurance, occupancy