Case studies

Our work

Strategy that gets executed, not just decided.

01

Homebuilders

Build-to-rent, capital and new lines of business for homebuilder leadership.

Top 100 builder · South Carolina · 2025–2026

Institutionalizing a BTR platform

Built a repeatable build-to-rent playbook for a Top 100 builder, led investor outreach, and advised its Investment Committee on which deals are viable for BTR.

  • 60+Institutional groups engaged
  • $30MTransaction, LOI to contract
Top 50 builder · North Carolina · 2026

BTR townhome strategy and go-to-market

Recommended full BTR execution on the 150-townhome phase of a Charlotte-area master plan, built a rentable product spec benchmarked against local operators, then took the community to investors for direct pricing feedback.

  • 150Townhomes
  • 34Institutional buyers engaged
Homebuilder · Florida & Texas · 2026

Building fee-build into a new business channel

Growing fee-build into a second revenue channel alongside the builder’s for-sale business, while guiding its expansion into new markets.

  • Origination: land owners, developers, investors and capital partners
  • Expansion into new markets
  • Business development materials and process
Homebuilder · Georgia · 2026

JV and fee-build structuring

Represented the homebuilder on a build-to-rent townhome development, structuring the deal so it exited its land position while keeping the construction work.

  • Joint venture structure
  • Contract document review
  • Land contract assigned to the buyer, fee-build contract secured
02

Institutional investors

Where, how and with whom to deploy capital in residential real estate.

Investment firm · Washington, DC · 2025–2026

Building a BTR investment platform

Investment and strategy advisor helping build and scale a build-to-rent platform: proprietary location screening, underwriting models, deal and capital sourcing, and investor materials.

  • ~$300MTotal cost basis sourced
  • 1,000Units
  • 5Sunbelt transactions
Investment firm · New York · 2026

Investment committee and transaction support

Defined what every Southeast BTR deal needed to clear investment committee, from submarket fundamentals to execution risk, so decisions were consistent and comparable across markets.

  • IC criteria and standardized IC memo
  • Loan term sheet evaluation
  • Purchase agreement negotiation
03

PropTech

Go-to-market, pricing and adoption with homebuilders and institutional investors.

Technology platform · Texas · 2025–2026

Scaling a homebuilder marketplace

Led business development, builder onboarding and go-to-market for a homebuilder marketplace, shaping pricing and positioning and providing white-glove onboarding to streamline transactions between buyers and sellers.

  • 4Homebuilders onboarded and closed
  • Marketplace pricing and positioning
  • Strategic partnerships and revenue growth
04

Developers

Getting the most out of a site: highest and best use, entitlements and structure.

Land owner · Washington · 2025–2026

Entitlement and highest-and-best-use strategy

Determined the highest and best use for the site across for-sale and rental scenarios, managed consultants and engineers through the City’s site plan approval process, and advised on developing independently or through a joint venture.

  • For-sale vs. for-rent underwriting
  • Entitlement and site plan approval
  • Develop independently or via JV

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