Strategic Advisory
Real Estate Advisory Services
Beyond buying and selling, Trivium Real Estate Advisors provides specialized advisory services that help individuals, families, corporations, and businesses make better-informed real estate decisions before, during, and after a transaction.
Individual & Family Relocation
- Pre-move market orientation, virtual tours, and neighborhood profiles
- School district analysis and ranking for families with children
- Temporary housing and short-term rental coordination during transition
- Remote offer and contract management for out-of-state buyers
- Simultaneous sell-and-buy coordination for Texas-to-Texas moves
Corporate Relocation Programs
- Employee relocation program design and management
- Group orientation sessions for relocating teams
- Preferred broker program for HR and talent acquisition teams
- Departure market sale management for employees leaving prior homes
- Dedicated point of contact for ongoing corporate relocation engagements
Real Estate Consulting - Market Analysis & Feasibility
- Residential CMA for pricing, value verification, or estate purposes
- Pre-purchase valuation review and independent fair market value opinion
- Commercial submarket analysis including vacancy, absorption, and rental benchmarks
- Site feasibility for commercial, retail, or mixed-use developments
- Highest and best use analysis for undeveloped or transitioning parcels
- Land value and development cost modeling for project viability assessment
Transaction Advisory - Deal Structuring & Due Diligence
- Offer structure analysis covering price, terms, contingencies, and timing
- Creative deal structures including seller financing and leaseback arrangements
- 1031 exchange coordination and timeline management
- Due diligence checklist development and process management
- Title commitment review, zoning checks, deed restrictions, and land use compliance
- Lease abstract and rent roll review for income-producing properties
Lease vs. Buy Analysis for Businesses
- Total occupancy cost comparison over 5, 10, and 15-year horizons
- Capital deployment and opportunity cost analysis
- Cash flow modeling for lease versus ownership scenarios
- Equity build, appreciation, and tax benefit analysis in coordination with your CPA
- Market timing assessment based on rates, cap rates, and replacement cost
Advisory Engagement Example
A DFW medical practice evaluating a lease renewal on 4,200 SF engaged Trivium for a lease-versus-buy analysis against acquiring an owner-user medical office condominium.
Result: Ownership generated $410,000 more in net value over 10 years, and the practice acquired the property within 60 days.
Annual occupancy cost reduction: $28,000