Financial Advisory

Since taking on our first financial advisory role in 1987, L&B has continued to function as an independent real estate fiduciary.  In recent years, institutional investors have not been the only clients looking to L&B for advice.  Their trusted service providers, including consultants, law firms, and lenders, have also sought L&B’s counsel regarding complicated real estate issues.  Such projects have involved valuations, workouts, partnership conflicts, fairness opinions, and feasibility analyses.

L&B is consistently recommended for financial advisory assignments because of the success of our core business: prudent investment management of our clients’ assets.  As a licensed fiduciary with extensive experience during both up and down markets, L&B is qualified and able to address challenging situations for any real estate asset or portfolio.


Our financial advisory services include:

  • Investor/Lender Fiduciary Representation
  • Portfolio Assessment
  • Asset Valuation
  • Debt/Equity Workouts
  • Investment Feasibility
  • Hold/Sell Analysis

Case Study