"RETURNS DRIVEN BY REAL ESTATE"

Organize. Optimize. Synergize.

Maximizing Available Resources

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PRODUCTION WHEEL

We connect clients and technology. Our system optimizes bandwidth to seamlessly connect an entire network for real-time tracking. Regardless of the size of an assignment, we can scale to meet our clients needs. Our single-source system involves the following:

PLATFORM

  • NATIONWIDE: since 1989, RealSource Group has operated in the wellness industry on an international basis
  • TECHNOLOGY: to reduce overhead while maintaining operational efficiencies, RealSource developed PULSE, a proprietary cloud-based technology platform. Data in PULSE is customized to fit each of its clients; this data is securely shared with clients in a standardized format
  • SYSTEMS: intuitive protocols, automated task management, powerful analytics, and real-time reporting are systems are utilized to save time and reduce client costs

PEOPLE

  • CORPORATE HUB: utilizing a hub-and-spoke approach, RealSource provides its clients with a single, primary point of contact responsible for facilitating communication, task management and execution amongst members of the team
  • PARTNERS: our national network of industry-leading professionals includes mobilized real estate professionals located in ​every major and sub-market, financial institutions, and an exclusive outsourced investment sales brokerage partnership
  • CLIENTS: collectively, RealSource provides its clients with local market knowledge on a national basis. Capitalizing on a​ ‘boots on the ground’ approach​,​ ​clients are provided the critical data required to make informed real estate decisions

POINTS OF INTEREST
  source property
  determine development concept
prepare lender package
  shop lenders
  prepare business plan
  prepare investor package
  obtain/review appraisal
  select lender
  obtain loan commitment
  review loan docs

LOCATION
  review zoning
  review building codes
  meet with city officials
  meet with neighborhood groups
  meet with planning board
  contract for the property
  complete title search
  review loan docs
  close on property/loan

DATA ROOM
  preliminary construction costs
  preliminary site schematics
  complete construction drawings
  complete value engineering
  obtain building permits
  obtain builder risks policies
  obtain completion bond
review change orders
  review lien waivers
  review draw requests
  complete punch list
  complete all warranty work

TEAM MEMBERS
  prepare construction budget
  complete working drawings
  complete working drawings
  complete value engineering
  prepare bid package
  complete GC contract
  review construction schedule
  review draw schedule
  daily on-site inspections
review change orders
  review lien waivers
  review draw requests
  complete punch list

MARKETING
  land planning
  massing plans
  schematic site plans
  landscape plans
  sign package
  design drawings
  value engineering
  construction drawings
  permit applications
design changes

UNDERWRITING
  review survey
  complete topographic survey
  complete soils test
  review DOT requirements

DEMOGRAPHICS
environmental studies
  geo-technical studies
  wetland study
  traffic study
  signage study

INFOGRAPHICS
  wire deposits
  process invoices
  account receivables
  corporate filings
  tax returns

CLIENT
review/approval title
  review/approve marketing plan
  review/approve terms of purchase
  review/approve loan docs
  review/approve due diligence
  review/approve project team
  review/approve proforma
  review/approve lease(s)
  review/approve loan docs
  final decision to close

LEGAL
  complete market study
  identify retailer voids
  prepare marketing package
  implement marketing plan

INVESTMENT KPI’s
complete title search
  review property declarations
  review environmental issues
  review any existing leases
  contract for the property
  complete title search
  review loan docs
  close on property/loan

TENANT KPI’s
  meet with city officials
  meet with neighborhood groups
  meet with planning board
  meet with planning commission

MAPPING
competition layers
project layers
points of interest layers
retailer layer
  traffic counts layer
  thematic layers
  measuring tools
  importing/exporting
  custom labels/icons
  dot density layers
  ring/polygon/drive time studies

PORTAL
  mapping
  deal files
  demographics
  competition
  deal reports
  team tasks
  customers
  analytics

PROCESSES
  task management
  resource allocation
  online portal
  team collaboration
  intuitive deal tracking
  team/project scheduling
  project history
  auto reminders
  secured access
  auto reminders

DATA
  demographics
  traffic counts
  retailers
  customers
  parcel info
  property ownership
  corporation info
  competition
  businesses
  transportation
  housing

REPORTING
  dashboard view
  GANTT charting
  reports by project/area
  task history
  demographic reports
  reporting by task
  team reporting
  executive reporting
  customer reporting
  custom forms/printing

ANALITYCS
  site demographics
  business production
  merchant voids
  schedule tracking
  competition comparison
  sensitivity analysis
  cost comparisons
  store comparison
  trade area definition
  project underwriting

FRONT-END
  market entries
  site targeting
  feasibility analysis
  acquisitions
  design & planning
  budgeting
  negotiations

BACK-END
  underwriting
  due diligence
  scheduling
  credentialing
  entitlement documentations
  bidding process
  collateral materials
  research
  marketing

CLIENTS

Our clients include vertical market providers focused on providing services within the health, fitness and medical industries

REALSOURCE

Our tech-forward approach to real estate coupled with a centralized management platform allows our teams and clients to freely and efficiently collaborate within a safe, secure and transparent ecosystem

Our mobilized teams serve as an extension of central management, providing clients local knowledge in every major and sub-market in North America

LOCAL TEAMS

As a one-stop-shop, we utilize strategic outsourced partnerships to control costs, maximize efficiency and provide clients superior service across all facets of the industry. 

OUTSOURCED

<p><strong>POINTS OF INTEREST</strong><br />
<i class="fa fa-square"></i>  source property<br />
<i class="fa fa-square"></i>  determine development concept<br />
<i class="fa fa-square"></i>  prepare lender package<br />
<i class="fa fa-square"></i>  shop lenders<br />
<i class="fa fa-square"></i>  prepare business plan<br />
<i class="fa fa-square"></i>  prepare investor package<br />
<i class="fa fa-square"></i>  obtain/review appraisal<br />
<i class="fa fa-square"></i>  select lender<br />
<i class="fa fa-square"></i>  obtain loan commitment<br />
<i class="fa fa-square"></i>  review loan docs</p>
<p><strong>LOCATION</strong><br />
<i class="fa fa-square"></i>  review zoning<br />
<i class="fa fa-square"></i>  review building codes<br />
<i class="fa fa-square"></i>  meet with city officials<br />
<i class="fa fa-square"></i>  meet with neighborhood groups<br />
<i class="fa fa-square"></i>  meet with planning board<br />
<i class="fa fa-square"></i>  contract for the property<br />
<i class="fa fa-square"></i>  complete title search<br />
<i class="fa fa-square"></i>  review loan docs<br />
<i class="fa fa-square"></i>  close on property/loan</p>
<p><strong>DATA ROOM</strong><br />
<i class="fa fa-square"></i>  preliminary construction costs<br />
<i class="fa fa-square"></i>  preliminary site schematics<br />
<i class="fa fa-square"></i>  complete construction drawings<br />
<i class="fa fa-square"></i>  complete value engineering<br />
<i class="fa fa-square"></i>  obtain building permits<br />
<i class="fa fa-square"></i>  obtain builder risks policies<br />
<i class="fa fa-square"></i>  obtain completion bond<br />
<i class="fa fa-square"></i> review change orders<br />
<i class="fa fa-square"></i>  review lien waivers<br />
<i class="fa fa-square"></i>  review draw requests<br />
<i class="fa fa-square"></i>  complete punch list<br />
<i class="fa fa-square"></i>  complete all warranty work</p>
<p><strong>TEAM MEMBERS</strong><br />
<i class="fa fa-square"></i>  prepare construction budget<br />
<i class="fa fa-square"></i>  complete working drawings<br />
<i class="fa fa-square"></i>  complete working drawings<br />
<i class="fa fa-square"></i>  complete value engineering<br />
<i class="fa fa-square"></i>  prepare bid package<br />
<i class="fa fa-square"></i>  complete GC contract<br />
<i class="fa fa-square"></i>  review construction schedule<br />
<i class="fa fa-square"></i>  review draw schedule<br />
<i class="fa fa-square"></i>  daily on-site inspections<br />
<i class="fa fa-square"></i> review change orders<br />
<i class="fa fa-square"></i>  review lien waivers<br />
<i class="fa fa-square"></i>  review draw requests<br />
<i class="fa fa-square"></i>  complete punch list</p>
<p><strong>MARKETING</strong><br />
<i class="fa fa-square"></i>  land planning<br />
<i class="fa fa-square"></i>  massing plans<br />
<i class="fa fa-square"></i>  schematic site plans<br />
<i class="fa fa-square"></i>  landscape plans<br />
<i class="fa fa-square"></i>  sign package<br />
<i class="fa fa-square"></i>  design drawings<br />
<i class="fa fa-square"></i>  value engineering<br />
<i class="fa fa-square"></i>  construction drawings<br />
<i class="fa fa-square"></i>  permit applications<br />
<i class="fa fa-square"></i> design changes</p>
<p><strong>UNDERWRITING</strong><br />
<i class="fa fa-square"></i>  review survey<br />
<i class="fa fa-square"></i>  complete topographic survey<br />
<i class="fa fa-square"></i>  complete soils test<br />
<i class="fa fa-square"></i>  review DOT requirements</p>
<p><strong>DEMOGRAPHICS</strong><br />
<i class="fa fa-square"></i> environmental studies<br />
<i class="fa fa-square"></i>  geo-technical studies<br />
<i class="fa fa-square"></i>  wetland study<br />
<i class="fa fa-square"></i>  traffic study<br />
<i class="fa fa-square"></i>  signage study<i class="fa fa-square"></i></p>
<p><strong>INFOGRAPHICS</strong><br />
<i class="fa fa-square"></i>  wire deposits<br />
<i class="fa fa-square"></i>  process invoices<br />
<i class="fa fa-square"></i>  account receivables<br />
<i class="fa fa-square"></i>  corporate filings<br />
<i class="fa fa-square"></i>  tax returns</p>
<p><strong>CLIENT</strong><br />
<i class="fa fa-square"></i> review/approval title<br />
<i class="fa fa-square"></i>  review/approve marketing plan<br />
<i class="fa fa-square"></i>  review/approve terms of purchase<br />
<i class="fa fa-square"></i>  review/approve loan docs<br />
<i class="fa fa-square"></i>  review/approve due diligence<br />
<i class="fa fa-square"></i>  review/approve project team<br />
<i class="fa fa-square"></i>  review/approve proforma<br />
<i class="fa fa-square"></i>  review/approve lease(s)<br />
<i class="fa fa-square"></i>  review/approve loan docs<br />
<i class="fa fa-square"></i>  final decision to close</p>
<p><strong>LEGAL</strong><br />
<i class="fa fa-square"></i>  complete market study<br />
<i class="fa fa-square"></i>  identify retailer voids<br />
<i class="fa fa-square"></i>  prepare marketing package<br />
<i class="fa fa-square"></i>  implement marketing plan</p>
<p><strong>INVESTMENT KPI&#8217;s</strong><br />
<i class="fa fa-square"></i> complete title search<br />
<i class="fa fa-square"></i>  review property declarations<br />
<i class="fa fa-square"></i>  review environmental issues<br />
<i class="fa fa-square"></i>  review any existing leases<br />
<i class="fa fa-square"></i>  contract for the property<br />
<i class="fa fa-square"></i>  complete title search<br />
<i class="fa fa-square"></i>  review loan docs<br />
<i class="fa fa-square"></i>  close on property/loan<i class="fa fa-square"></i></p>
<p><strong>TENANT KPI&#8217;s</strong><br />
<i class="fa fa-square"></i>  meet with city officials<br />
<i class="fa fa-square"></i>  meet with neighborhood groups<br />
<i class="fa fa-square"></i>  meet with planning board<br />
<i class="fa fa-square"></i>  meet with planning commission</p>
<p><strong>MAPPING</strong><br />
<i class="fa fa-square"></i> competition layers<br />
<i class="fa fa-square"></i> project layers<br />
<i class="fa fa-square"></i> points of interest layers<br />
<i class="fa fa-square"></i> retailer layer<br />
<i class="fa fa-square"></i>  traffic counts layer<br />
<i class="fa fa-square"></i>  thematic layers<br />
<i class="fa fa-square"></i>  measuring tools<br />
<i class="fa fa-square"></i>  importing/exporting<br />
<i class="fa fa-square"></i>  custom labels/icons<br />
<i class="fa fa-square"></i>  dot density layers<br />
<i class="fa fa-square"></i>  ring/polygon/drive time studies</p>
<p><strong>PORTAL</strong><br />
<i class="fa fa-square"></i>  mapping<br />
<i class="fa fa-square"></i>  deal files<br />
<i class="fa fa-square"></i>  demographics<br />
<i class="fa fa-square"></i>  competition<br />
<i class="fa fa-square"></i>  deal reports<br />
<i class="fa fa-square"></i>  team tasks<br />
<i class="fa fa-square"></i>  customers<br />
<i class="fa fa-square"></i>  analytics</p>
<p><strong>PROCESSES</strong><br />
<i class="fa fa-square"></i>  task management<br />
<i class="fa fa-square"></i>  resource allocation<br />
<i class="fa fa-square"></i>  online portal<br />
<i class="fa fa-square"></i>  team collaboration<br />
<i class="fa fa-square"></i>  intuitive deal tracking<br />
<i class="fa fa-square"></i>  team/project scheduling<br />
<i class="fa fa-square"></i>  project history<br />
<i class="fa fa-square"></i>  auto reminders<br />
<i class="fa fa-square"></i>  secured access<br />
<i class="fa fa-square"></i>  auto reminders</p>
<p><strong>DATA</strong><br />
<i class="fa fa-square"></i>  demographics<br />
<i class="fa fa-square"></i>  traffic counts<br />
<i class="fa fa-square"></i>  retailers<br />
<i class="fa fa-square"></i>  customers<br />
<i class="fa fa-square"></i>  parcel info<br />
<i class="fa fa-square"></i>  property ownership<br />
<i class="fa fa-square"></i>  corporation info<br />
<i class="fa fa-square"></i>  competition<br />
<i class="fa fa-square"></i>  businesses<br />
<i class="fa fa-square"></i>  transportation<br />
<i class="fa fa-square"></i>  housing</p>
<p><strong>REPORTING</strong><br />
<i class="fa fa-square"></i>  dashboard view<br />
<i class="fa fa-square"></i>  GANTT charting<br />
<i class="fa fa-square"></i>  reports by project/area<br />
<i class="fa fa-square"></i>  task history<br />
<i class="fa fa-square"></i>  demographic reports<br />
<i class="fa fa-square"></i>  reporting by task<br />
<i class="fa fa-square"></i>  team reporting<br />
<i class="fa fa-square"></i>  executive reporting<br />
<i class="fa fa-square"></i>  customer reporting<br />
<i class="fa fa-square"></i>  custom forms/printing<i class="fa fa-square"></i></p>
<p><strong>ANALITYCS</strong><br />
<i class="fa fa-square"></i>  site demographics<br />
<i class="fa fa-square"></i>  business production<br />
<i class="fa fa-square"></i>  merchant voids<br />
<i class="fa fa-square"></i>  schedule tracking<br />
<i class="fa fa-square"></i>  competition comparison<br />
<i class="fa fa-square"></i>  sensitivity analysis<br />
<i class="fa fa-square"></i>  cost comparisons<br />
<i class="fa fa-square"></i>  store comparison<br />
<i class="fa fa-square"></i>  trade area definition<br />
<i class="fa fa-square"></i>  project underwriting</p>
<p><strong>FRONT-END</strong><br />
<i class="fa fa-square"></i>  market entries<br />
<i class="fa fa-square"></i>  site targeting<br />
<i class="fa fa-square"></i>  feasibility analysis<br />
<i class="fa fa-square"></i>  acquisitions<br />
<i class="fa fa-square"></i>  design &amp; planning<br />
<i class="fa fa-square"></i>  budgeting<br />
<i class="fa fa-square"></i>  negotiations</p>
<p><strong>BACK-END</strong><br />
<i class="fa fa-square"></i>  underwriting<br />
<i class="fa fa-square"></i>  due diligence<br />
<i class="fa fa-square"></i>  scheduling<br />
<i class="fa fa-square"></i>  credentialing<br />
<i class="fa fa-square"></i>  entitlement documentations<br />
<i class="fa fa-square"></i>  bidding process<br />
<i class="fa fa-square"></i>  collateral materials<br />
<i class="fa fa-square"></i>  research<br />
<i class="fa fa-square"></i>  marketing</p>

  • PRODUCTION: assembly line process where macro objectives are broken down into smaller, standardized tasks to simplify management
  • INFORMATION SYSTEMS: though our cutting edge information systems and national network of partners, procuring off-market deals becomes routine
  • BANDWIDTH: we have the capacity to seamlessly process hundreds of locations simultaneously while maintaining precise control over every task. Projects are processed in real-time with continuous updates being pushed to our clients

PROCESS

  • LEADERSHIP: the main goal of RealSource is to effectively serve its clients, always putting the client’s needs before its own
  • SHARED VISION: all team members embrace the common vision of each client, collectively connecting to the narrative of the task
  • SPEED: a byproduct of efficiency, speed is at the forefront of our day-to-day operation. Speed in business is imperative to improving client profitability
  • SEAMLESS COMMUNICATION: everyone makes an effort to ensure the goal of each client is clearly understood, enabling RealSource to deploy appropriate tools and resources accordingly

PERFORMANCE

SINGLE SOURCE SYSTEM

NATIONAL ROLL-OUTS

SPECIALIZED &SERVICES

LOCAL KNOWLEDGE