
Professional Services
With a proven track record, we focus on building strong financial foundations, executing strategic investments, and fostering partnerships that create lasting value. We are a trusted partner for companies navigating complex investment strategies and business expansion.
Who We Serve
Family offices seeking dedicated real estate advisors
Private investors entering new markets or asset classes
Institutions and fund managers pursuing strategic growth
Developers and sponsors needing oversight or capital strategy
Capital Markets & Structuring
We offer deep expertise in optimizing the capital stack, including equity structuring, preferred equity, mezzanine financing, and senior debt. Our team helps clients secure the right capital solutions to support their strategies while maintaining flexibility and control.
Investment Strategy & Portfolio
We work with clients to develop and implement investment strategies tailored to their long-term goals, risk profile, and liquidity requirements. Our team delivers strategic insights across asset classes, markets, and capital structures to support informed and scalable investment decisions.
Family Office & Cross-Border
With a global outlook and trusted relationships, we support family offices and international investors looking to access U.S. real estate. We provide guidance on entity formation, market entry, and long-term strategy while safeguarding legacy objectives and multi-generational vision.
Deal Execution
We facilitate strategic mergers, acquisitions, and partnerships, while providing end-to-end advisory throughout the real estate transaction lifecycle from sourcing and underwriting to negotiation and closing. Whether expanding into a new market, acquiring a stabilized asset, or exiting a value-add investment, we ensure efficient execution with a focus on managing risk and maximizing outcomes.
Why BEO
Over $2.5 Billion in principal transaction experience
Deep relationships across capital markets and real estate sectors
Conservative, principle-based approach with a focus on real outcomes
Discretion, integrity, and alignment with long-term goals
Whether you're managing a complex transaction, refining your investment strategy, or seeking a reliable partner you can trust