Chadwick Saylor and its affiliates act as advisor to institutional investors for acquisitions, divestitures and restructurings including due diligence, valuation analysis and negotiation of terms for asset based transactions.
Examples of such services provided include:

• A Public Pension Fund with approximately $13 billion in total assets, of which 10% is allocated to real estate investments, frequently engages the firm to act in a fiduciary capacity in conducting due diligence on new investments being considered for its various joint venture investment programs.
• The firm was retained to advise a Municipal Pension Fund on unwinding multiple investments owned as tenants-in-common with another pension fund. The firm created a plan for unwinding the investments and assisted the pension fund with the implementation of that plan.
• The Port of San Diego retained the firm to develop and recommend a restructuring of its ground lease policies and terms. The firm negotiated a strategic resolution between the tenants and the Port, and established ground lease development and operating procedures for the following decades.
• The Los Angeles Department of Beaches & Harbors retained the firm as an economic consultant in matters relating to formulating and negotiating the County’s position and practices for ground lease renegotiations and extensions, and to assist in formulating real estate asset management strategies.

The following tombstones are representative of our transactional experience in this area.