AB CRE Advisors provides independent due diligence and investment firm evaluation for high-net-worth individuals — so you know exactly what you're investing in before you commit.
High-net-worth individuals are increasingly targeted by commercial real estate sponsors, syndicators, and fund managers promising strong risk-adjusted returns. But without deep market experience, evaluating these opportunities — the operators, the assets, the structures — is nearly impossible from the outside.
AB CRE Advisors was founded to close that gap. We serve as a trusted independent advisor, performing institutional-grade due diligence on investment firms, funds, and management teams — entirely on behalf of the investor, with no sponsor relationships or commission conflicts.
We bring the analytical rigor and market perspective of experienced commercial real estate professionals to every engagement, giving our clients the same quality of evaluation that institutional capital has always demanded.
"The right investment firm makes all the difference. We help you find which one that is."
We are paid by investors, not sponsors. Our analysis is never influenced by placement fees, referral agreements, or promotional relationships.
Our team has underwritten and managed commercial real estate directly, giving us an insider's lens on what strong operations actually look like.
We hold ourselves to a fiduciary standard — every recommendation we make is governed by what is in our client's best interest.
Comprehensive assessment of a sponsor's track record, organizational structure, capital deployment history, investor relations practices, and alignment of interest with LPs.
Independent review of existing and proposed investment portfolios, including market analysis, asset quality assessment, underwriting assumptions, and stress testing of projected returns.
Evaluation of key principals and management teams — backgrounds, prior performance, decision-making processes, and depth of bench strength across acquisitions, asset management, and capital markets.
Detailed review of PPMs, operating agreements, fee structures, preferred return waterfalls, co-investment rights, and redemption provisions — translated into plain language.
Holistic review of your existing CRE holdings and allocations — identifying concentration risk, underperforming investments, fee drag, and opportunities to rebalance toward stronger sponsors.
Retained access to AB CRE Advisors on an ongoing basis — for deal-by-deal evaluation, market updates, sponsor monitoring, and strategic consultation as your CRE portfolio evolves.
We begin with a confidential conversation to understand your investment profile, the opportunity in question, and what specific concerns or questions you need answered.
30–60 min · No costWe define the scope of work, timeline, and flat-fee pricing in a simple engagement letter. No retainer lock-ins, no hidden fees — just a clear agreement before any work begins.
1–2 business daysWe conduct a thorough independent evaluation — reviewing documents, modeling financials, researching the firm and its principals, and stress-testing the assumptions behind the investment.
1–3 weeks depending on scopeYou receive a written findings report with a clear summary, key risks, and our independent assessment. We then walk through the findings together and answer any follow-up questions.
Written report + live debriefWe bring over 15 years of institutional commercial real estate experience across acquisitions, capital markets, and asset management. Over the course of our careers, we have collectively evaluated and underwritten more than 250 transactions totaling billions of dollars in asset value — spanning a broad range of property types, capital structures, and investment strategies across the country.
We founded AB CRE Advisors because we saw a clear gap: high-net-worth investors were being asked to make significant capital commitments without access to the institutional-grade diligence that professional investors take for granted. We built this firm to close that gap — quietly, independently, and entirely on your behalf.
All inquiries are handled with strict confidentiality. Whether you're evaluating a single sponsor or reviewing your entire CRE portfolio allocation, we'd welcome the opportunity to speak with you.