Case Study: Evaluating Portfolio Performance & Assessing Organizational Capabilities

Rendering of Hercules Bayfront for Case Study

G&A and Forensic Cost Analysis   |   Capability/Gap Analysis   |   Track Record Analysis   |   Performance Audit    |    Portfolio Benchmarking

The Challenge

Despite a strong track record of development, a family office’s recent projects suggested that the robust economic results may have been the result of market movement more so than value creation. The group asked RCLCO to evaluate its historic performance and assess the organization’s development capabilities.

Solution

A performance audit and market benchmarking highlighted the platform’s market positioning. Leveraging those performance results, RCLCO completed a cross-departmental diagnostic of capabilities. The diagnostic identified critical gaps in the company’s capital raising and structuring functions that had resulted in meaningful return drag. RCLCO recommendations were used to restructure responsibility and reporting chains for key roles.

Impact

RCLCO recommendations were used to restructure responsibility and reporting chains for key roles.

Speak to One of Our Real Estate Advisors Today

We take a strategic, data-driven approach to solving your real estate problems.