INDUSTRY · REAL ESTATE

Finance for real-estate operating cos.

Fractional CFO and operational finance for $20M–$300M real-estate operating companies — property managers, multifamily operators, build-to-rent platforms, self-storage operators, hospitality real estate. The financial discipline for businesses where the asset is the business and same-store NOI is the headline.

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01 / What matters here

The work that actually moves the P&L.

Sector-specific. Every real estate engagement is built around these levers, not a generic CFO playbook.

Property-level financial modeling

Each property is its own P&L and capital story. Models that survive a refinance.

NOI optimization

The lever that drives valuation. Surfaced where decisions happen.

Capital stack management

Debt, mezz, equity. Covenants, refinancing windows, rate exposure.

Acquisition / disposition support

Buy-side and sell-side on individual properties or portfolios.

Property management economics

The fee-for-service business inside the asset-holding business.

Reporting to investors

LP reporting, distribution cadence, K-1 prep alignment.

02 / Capabilities engaged

What we braid into Real Estate engagements.

All practices

Fractional CFO

Embedded finance leadership, monthly.

M&A Advisory

Sell-side, buy-side, the messy in-between.

Data & Analytics

Numbers your team will actually look at.

03 / The bench for Real Estate

Partners with operating experience in this sector.

We don't sell what we haven't run. Every engagement led by a partner who has been inside the function.

Practice lead SA

Sid Ahuja

Senior Partner

Capital markets and M&A background. Multi-unit specialist — hotel groups, dental and medical DSOs, real-estate operating cos, professional services firms, construction platforms. Leads sell-side processes and roll-up sequencing where unit economics are the deal. RevPAR, same-store and unit-economics rebuilds.

Senior partner MS

Marcin Samiec

Senior Partner, Tech & AI

Tech executive with 15+ years in transformation and IT strategy, now operating as a fractional CIO. Leads systems modernization, ERP and platform implementations, project rescue and turnaround, and the privacy-and-security build (GDPR, ISO 27001) inside operating businesses. Brings the AI and agentic-operations practice to where the operating stack actually runs — oil & gas, construction, real estate and professional services.

04 / Field notes from this sector