What we do
A full-stack capability.
Advisory. Modernization. Technology. Performance documentation.
See all four practices ›What we do
Advisory. Modernization. Technology. Performance documentation.
See all four practices ›
For Institutional Investors & Fund Principals
Auditable data against the investment thesis.
The investor thesis
The US has roughly five billion square feet of office inventory alone — an average building age of about 44 years, per EIA CBECS 2018 — and a Class B/C share concentrated at the older end. Replacement is structurally hard: construction inflation, embodied carbon, neighborhood opposition, time-to-revenue. The arbitrage is digital: instrument the destination, coordinate the operations, monetize the engagement layer, and earn the operating-margin compression that comes with verifiable performance.
Returns documented in telemetry, not pitched in slides. The same data that runs the destination proves the performance to your LPs and your lenders.
An instrumented asset with auditable digital revenue underwrites tighter than a comparable offline one. The digital layer is documented operating margin — bankable, defensible, structurally separable from the lease.
Sensor-grade energy intensity, occupancy efficiency, indoor environmental quality, and embodied-carbon performance. Generated by the asset, not bought from a third-party report.
How we structure engagements
A short engagement that quantifies the upside against your existing underwrite. Baseline established, scenarios modeled.
Standardized rollout across the portfolio, with phase gates and verifiable KPIs at each step. Recurring digital yield reported quarterly.
The digital revenue line, the verifiable ESG data, and the operational margin compression all show up as documented performance in the offering memorandum.
Investor FAQ
A platform and an advisory firm. We don’t take principal positions in the assets we instrument. We’re aligned with the owner’s underwrite, not separate from it.
Owner-controlled. Asset telemetry, tenant data, and performance metrics belong to the owner and their authorized parties — we’re custodians, not aggregators.
Phased: diagnostic, then a SaaS-funded pilot, then a strategic build-out. We share the model on the first call.
Those are funds; we’re the operating platform under the asset. Several of those funds have portfolio companies who would be candidates to run on top of what we’ve built — not under it.
Next step
Tell us about the thesis. We’ll quantify what we add to your underwrite — and tell you straight if there isn’t a fit.