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ABOUT US
WHAT WE DO

Our entrepreneurial approach gives us the flexibility to design customized programs to meet the needs of each assignment.

COMPREHENSIVE SERVICES

Lee & Associates® offers a full spectrum of services to meet the specific challenges of distressed property and non-performing debt. From asset and property management to marketing and construction management, structured finance, and consulting, our specialists in each discipline work together to meet the needs of lenders, owners, investors, and tenants, and ensure seamless transitions and service delivery.

 

RECEIVERSHIP AND BANKRUPTCY

Lee & Associates® offers its advanced and experienced asset management organization to receivers, bankruptcy trustees, and debtors-in-possession. We offer a superb staff and state-of-the-art support systems to help our clients minimize risk and optimize value. Our management team has an average of 20 years of experience and our members have been awarded the Certified Property Manager, Certified Shopping Center Manager, Real Property Administrator, Facilities Manager Administrator, and Certified Public Accountant designations. We are fully licensed and bonded in all of the states we are located in. We also perform asset searches for receivers and trustees. Preservation of value, working out strategies, and alternative scenarios will be thoughtfully considered at every decision point.

PROPERTY MANAGEMENT

At Lee & Associates®, we understand the challenges associated with non-performing commercial real estate assets. We set clear goals and expectations, implement a meticulous transition plan, and then deliver accurate services, comprehensive reporting, and cost control recommendations in a timely manner. Our experienced professionals take the time to understand your needs and carefully match them with our wide range of services so that the management program we provide is tailored to your needs with coverage throughout the Western United States. With a portfolio of over 8 million square feet of commercial properties, Lee & Associates® is one of the fastest-growing management firms on the West Coast.

 

FINANCIAL REPORTING SERVICES

Accounting and financial reporting are integral components of our property management services. Lee & Associates® has the capability of preparing any financial or operational reporting package tailored specifically to your needs. Our accounting and financial reporting procedures provide our clients with the benefit of a well-controlled yet flexible accounting system.

ACQUISITION/DISPOSITION

Lee & Associates® is well positioned to provide superior results in the acquisition and disposition of non-performing commercial real estate assets. The  Lee & Associates® approach goes beyond the ability to market typical commercial properties. Within our comprehensive asset sale process, we look for every opportunity to control your risk and preserve and maximize your value. Our team of professionals is ready to handle your needs in every major world market. CAPITAL

 

MARKETS FINANCING

An important part of our role as your team is strategic working alliances with key subject matter experts in the market that support our recommendations and strategies. We have relationships, capacity, and buying power with an array of capital providers from banks to life insurance, from REITS to pension funds, and from private equity to opportunity funds. Our sources are capable of delivering fully amortized long-term debt to structuring non-recourse construction transactions to highly leveraged mezzanine, bridge or preferred equity deals.

 

CONSTRUCTION MANAGEMENT

Whether your property requires construction completion, extensive rehabilitation or ongoing tenant build-out, Lee & Associates®  professionals can handle the entire process. Our services include permitting and selecting architects, engineers, and contractors, all the while making sure that the project is delivered on time and on budget.

 

RISK MANAGEMENT

Lee & Associates® offers a Risk Management Program to complement our property management services and we can assist with securing coverage for property assets. The Lee & Associates® Risk Management Program provides our clients a conduit for expansive insurance coverage, competitive rates, and great service. The program includes a dedicated Claims Department for Lee & Associates® clients.

SECURITY & CRISIS MANAGEMENT

Lee & Associates® Real Estate Managers are responsible for emergency procedure planning, and updating and executing a plan for each asset under management. Our vendor network throughout the Western United States is critical to this response process. We have established relationships and protocols on how to address and respond to our client’s needs in any situation.

 

RESOURCES

Lee & Associates® has exceptional resources to bring to every assignment. We have built a commercial real estate platform that is a powerful base from which to operate. We have invested heavily in cloud technology and have been the leadership group for creating the e-strategy for Lee & Associates® for the past several years. Our cloud capabilities help us to create productive, real-time communication vehicles. We have developed a technology backbone, which includes the hardware, software, and communication capabilities necessary to gather, analyze and disseminate information necessary for optimal decision-making. Lee & Associates® professionals have the analytical tools and training necessary to insure accurate modeling and decisions based on sound analysis. Our technology infrastructure encourages the collaborative approach so important in many aspects of client delivery. Our proprietary program built on a web-based platform includes an assignment tracking system, and confidential file sharing, and our staff has the ability to access e-mail and local servers 24 hours per day, seven days a week. Consolidating information for contact management and client service allows our professionals 24-hour access to the people and products that drive our business and accomplish our client’s goals in the most timely, efficient manner possible.

OUR SERVICES

Advisory Services

Asset Management

Capital Markets Financing 

Construction Management 

Consulting Services

Expert Witness Testimony Industrial Sales & Leasing Investment Sales
Land Sales  
Multi-Housing

Office Sales & Leasing

Retail Sales & Leasing

Risk Management

Tax Appeals
Tenant Representation

DISTRESSED PROPERTY

Underperforming real estate, like other complex investment undertakings, is ultimately about defining value, understanding and mitigating risk, and identifying opportunities. 

PEOPLE WE KNOW AND RESPECT

Our Fiduciary Advisory Services Group brings together a unique set of skills, strategic alliances, and resources to provide solutions to complex real estate problems. We understand the broad range of services needed to provide creative solutions in times of deteriorating capital market conditions and unstable real estate values. The dynamics of every distressed property, including submarket conditions, ownership objectives, and risks, are distinctive and require a committed team of experts working together. Members of our advisory team understand the concerns unique to large financial institutions, creditors, receivers, trustees, and developers. 

Lee & Associates® is equipped to provide you with an unbiased, independent analysis – or a second opinion in many cases, with real-world solutions. Our team is experienced and committed to providing successful strategies that enable clients to focus on their core business.

Distressed property assignments are provided oversight by a CRE, MAI, CCIM or other senior designated professional in a team leadership role. Specific internal project teams are assembled to suit the needs of the assignment, including our most experienced consultants, valuation experts, senior brokers, asset managers and property managers. 

In addition to our experienced internal professionals, we have built long-standing relationships with the best legal, engineering, entitlement and environmental consultants in the industry and we augment our team of internal specialists with outside consultants when necessary to meet the needs of the assignment. Let Lee & Associates® serve as your definitive source for solid information and guidance in today’s complex real estate market. 

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