Business Details
38 Years
experience
Your Trusted Partner for Commercial Real Estate Solutions
Established in 1988, our firm delivers professional commercial real estate, business brokerage, and property management services with a commitment to ethical practices and client value. Our team combines decades of market expertise with a detail-oriented approach to achieve optimal outcomes in real estate transactions and business acquisitions. We prioritize personalized strategies, leveraging extensive industry networks and institutional knowledge to meet diverse client objectives. Our property management division specializes in site-specific asset management plans, vendor coordination, and cost-effective third-party service integration.With a proven track record in negotiating over $500 million in business and real estate transactions, we emphasize discretion, strategic planning, and long-term investment success. Our principals bring 25+ years of experience in commercial real estate operations, facility management, and financial consulting, supported by a dedicated team with specialized credentials in real estate and finance. We maintain active involvement in professional organizations and community initiatives, reinforcing our commitment to industry leadership and client satisfaction.
Services
Commercial Real Estate Brokerage
Business Acquisition & Sale
Property Management
Investment Opportunity Brokerage
Exit Strategy Consulting
Facility Management
Leasing Services
Tenant Improvement Coordination
Vendor Contract Negotiation
Market Analysis
Details
- Year established: 1988
Highlights and features
- We offer 35+ years of commercial real estate transaction expertise
- Our team implements site-specific property management strategies for institutional owners
- We maintain a proven track record in $500M+ business and real estate negotiations
- Our principals hold advanced degrees and industry designations like GRI
- We provide hands-on facility management with technical expertise in high-tech building systems
Services
Commercial Real Estate Brokerage
Our brokerage services facilitate commercial property sales, leasing, and acquisitions with strategic market positioning. We leverage extensive industry connections and financial analysis expertise to secure optimal terms for clients. Our approach combines detailed property evaluation with targeted marketing strategies to ensure successful transactions.
Business Acquisition & Sale
We specialize in business transition services including valuation, buyer identification, and confidential negotiations. Our methodology focuses on maximizing business value through strategic positioning and comprehensive due diligence processes. The team has successfully negotiated over $500 million in business transactions.
Property Management
Our property management division provides comprehensive oversight including financial reporting, vendor coordination, and tenant relations. We develop customized management plans to optimize asset performance while maintaining operational efficiency across institutional and private portfolios.
Exit Strategy Consulting
We offer strategic guidance for business owners planning exits through sale or succession. Services include balance sheet optimization, market positioning analysis, and implementation of value-maximizing transition strategies tailored to client objectives.
Facility Management
Our facility management services cover mechanical systems oversight, environmental compliance, and capital improvement projects. We provide hands-on management of building operations including security protocols, maintenance programs, and vendor contract administration for commercial properties.
People
Daniel L. Smith
Principal
25+ years of real estate transaction experience, specializing in investment-grade property brokerage and business exit strategies. Mercer University graduate with extensive North American and European industry networks.
Theodore M. Moses
Principal
25-year real estate veteran with expertise in facility management, green building systems, and institutional property administration. Florida State University graduate actively involved in multiple real estate organizations.
Simone Schimek
Operations Manager/Controller
Finance graduate with 20+ years of real estate accounting experience, managing property financials and vendor operations. Specializes in detailed reporting and property documentation systems.
Stuart S. Morton
Associate
14-year real estate professional with aviation and logistics background, specializing in tenant improvement projects. Holds GRI designation and advanced degrees in business and aviation management.
Questions
What commercial real estate services do you offer?
We provide brokerage services for property sales, leasing, and acquisitions, along with investment opportunity analysis and site selection expertise.
How does your business brokerage service work?
We specialize in business acquisition and sale transactions, offering strategic planning, buyer research, and confidential negotiations to maximize client returns.
What property management solutions are available?
Our services include financial reporting, vendor management, tenant coordination, capital improvement planning, and implementation of site-specific management plans.
Do you handle international real estate transactions?
Yes, our experience extends to cross-border transactions with established networks in North America and Europe.
What industries do your principals specialize in?
Our team has expertise in retail, office, industrial, and distribution properties, along with business transition planning across multiple sectors.
How do you ensure property value maximization?
Through detailed market analysis, strategic leasing approaches, cost-effective vendor negotiations, and proactive facility management practices.
