For Real Estate Companies
Revisiting and challenging your organization’s strategy annually and on a reoccurring schedule is key to unlocking enterprise growth.
For all real estate companies, a strategic plan and the planning process itself offers a competitive edge, enabling you to focus talents and energies, and to measure achievements against internal and external benchmarks.
In collaboration with the Urban Land Institute, RCLCO leadership literally wrote the book on strategic planning for real estate companies. Be on the lookout for the newest edition of our publication, “Strategy Planning for Real Estate Companies” in 2022.
Our proprietary method has driven billions in growth for clients, from small family offices to large industry-leading REITs.
Our Strategy Planning Expertise
Our strategic planning process helps position real estate companies for growth in a competitive and fast-changing marketplace.
Future-proof your portfolio
Research demonstrates that real estate performance over the last several decades is highly dependent on market and product selection. RCLCO helps companies identify the big trends impacting the industry and optimize their portfolio to benefit from those market shifts.
Strategically allocate resources to growth
Successful real estate companies regularly revaluate resource allocation to align with strategic priorities. A strategic planning process analytically considers allocation opportunities and is structured to help executives consider ways to shake up the status quo and put resources where they matter most.
Prepare a strategy that addresses the company’s varied stakeholder set
Real estate enterprises balance the needs of stakeholders – investors, tenants, employees, communities, counterparties, etc. – on a daily basis. RCLCO’s strategy planning process thoughtfully integrates a range of stakeholder perspectives through aligned portfolio, capital, and organizational strategies.
The RCLCO Strategy Formulation Process
The typical process includes three basic stages: discovery analysis, enterprise strategy formulation, and implementation planning.
Every company, and therefore every strategic planning exercise, is unique, and while RCLCO has developed a strategy planning process that has proven successful in countless other situations, the process is eminently flexible and will be tailored to fit the specific needs of your company/team at this time in your evolution.
We play the role of facilitator and real estate expert to ensure that the strategy formulated is developed and is “owned” by the management team, which ensures buy-in, relevance and longevity, and is grounded in the marketplace.
We provide the structure and framework for the strategy, as well as a perspective gained through our experience with scores of other real estate companies and countless real estate developments across the country.
We inform the process by bringing to bear our knowledge of the real estate markets, economic, demographic and consumer trends that are likely to shape real estate opportunities moving forward, as well as our network of the leadership teams with whom we work day in and day out.
Our Strategy Planning Services
Strategic Planning | Innovation Management | Customer Knowledge
Capital Formation Strategy | Risk Management | Turnaround Planning
Sample Strategic Planning Experience
Case Study: Designing a Thoughtful Organizational Transition
A multigenerational multifamily developer and operator with ...A multigenerational multifamily developer and operator with holdings concentrated in the mid-Atlantic was in the midst of a strate...Read full case study
Case Study: Developing a Plan to Enter a New Market
One of Britain’s largest investment managers had successfu...One of Britain’s largest investment managers had successfully developed a model of investing in large scale mixed-use developmen...Read full case study
Case Study: Implementing a Focused, Growth-oriented Geograph...Case Study: Implementing a Focused, Growth-oriented Geographic Strategy
In 2016, IRET (now Centerspace) pivoted from a multifaceted ...In 2016, IRET (now Centerspace) pivoted from a multifaceted real estate company with a mix of commercial assets, to a single-purpo...Read full case study
Case Study: Transitioning to Raising Third-party Equity
A diversified real estate investor and operator approached R...A diversified real estate investor and operator approached RCLCO to help it transition its capital structure away from deal-by-dea...Read full case study
Case Study: Building a Best-in-class Asset Management Infras...Case Study: Building a Best-in-class Asset Management Infrastructure
RCLCO was retained to conduct corporate strategic planning f...RCLCO was retained to conduct corporate strategic planning for a private family-owned real estate holding company that had recentl...Read full case study
Case Study: Building a Rationalized Real Estate Process
A municipality with land-holdings totaling 10 square miles i...A municipality with land-holdings totaling 10 square miles in one of the nation’s densest and fastest growing metropolitan areas...Read full case study
Case Study: Optimizing a Vertically Integrated Organizationa...Case Study: Optimizing a Vertically Integrated Organizational Structure
A vertically integrated REIT engaged RCLCO to conduct an org...A vertically integrated REIT engaged RCLCO to conduct an organizational assessment of its construction division and determine how ...Read full case study
Case Study: Business Planning & Strategy for Double Bot...Case Study: Business Planning & Strategy for Double Bottom-Line Investing
Working closely with senior management and the client’s st...Working closely with senior management and the client’s strategy team, RCLCO provided business planning services and evaluated t...Read full case study