Institutional-grade deal intelligence
for capital that cannot afford surprises.
Grounded in multi-asset class underwriting across Western US growth markets — delivering independent sponsor vetting, capital stack diagnostics, and structural risk assessment for family offices and private wealth capital.
Asset Classes
Multifamily · Retail
Office · Industrial / IOS
Coverage
Western US
Growth Markets
Institutional Background
Palmer Capital
Structure
Independent
Advisory
Selected Engagements
$127M
Institutional Retail Acquisition
400,000 SF · Roseville, CA · $7M Stabilized NOI
1031 Mandate Restructure · Private Family Office
$60M
Private Capital Deployment & Stack Structuring
Liquidity Event Advisory · Western US
Multifamily → Institutional Retail Pivot
Active
GP / LP Governance & Liquidity Architecture
Mountain West CRE Syndication · H2 2026
Specialized LP Exit Vehicle · Long-Hold Structure
Focus Areas
Deal & Sponsor Diagnostics
Third-party underwriting audit and risk assessment. Stress-testing of capital stack assumptions and exit modeling before capital is deployed.
Pipeline Filtration
Ongoing investment committee support — separating signal from noise across deal flow through continuous sponsor vetting and underwriting validation.
Capital Stack & Governance
Advanced GP/LP structuring, SEC/FINRA compliance frameworks, and long-term capital positioning for boards and private wealth syndicates.
Fractional Board Advisory
Direct participation in board-level decisions, strategic governance oversight, and structural risk mitigation for micro-cap and private entities.
Direct Inquiry
Engagements are selective. Please provide context on your situation and I will respond directly within one business day.