Strategy Planning

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.

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Services:

  • Strategic Planning
  • Innovation Management
  • Customer Knowledge
  • Capital Formation Strategy
  • Risk Management
  • Turnaround Planning

Strategy for Real Estate Companies Book by RCLCO

Browse some of RCLCO’s public research and reports regarding strategy planning.

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.

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.

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...

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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...

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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...

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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...

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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...

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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...

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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 ...

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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...

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