Transform Your CRE Portfolio
Into a Performance Powerhouse
We help your team tackle the most significant portfolio challenges and achieve tangible outcomes. Our expertise lies in providing targeted consulting in acquisitons, capital strategy, data analytics, urban renewal & development, and ESG.
Is Your Portfolio Built for What Comes Next?
Get Your Free Portfolio Resilience Scorecard Today
As portfolios grow, many teams rely on reporting and decision processes that were never designed for current scale or complexity.
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Our free assessment gives leaders a structured way to evaluate how well their current approach supports long-term operations and capital decisions.
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Our Portfolio Intelligence and Operations Scorecard is a brief scorecard evaluating your portfolio in four key areas:​
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Portfolio strategy and decision framework
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Data and reporting systems
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Asset management and capital event readiness
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Team roles, workflows, and decision cadence
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We review the results, identify where your current model supports or constrains performance, and highlight practical options for strengthening decision quality, speed, and risk management.
Optimize Your Multifamily & CRE Portfolio and Capital Strategy
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For family offices, portfolio owners, and syndicators, multifamily remains a top sector for capital deployment. Investors expect asset managers to be prepared as liquidity increases and more financing becomes more available.
With over $5 billion of acquisitions, 6000+units of asset management experience, an extensive track record in debt placements, and a deep understanding of multifamily metrics, we'll help you refine, optimize, and execute your strategy.
Asset Management and ESG Initiatives
Portfolio and asset management, along with increasing environmental, social, and governance requirements have moved from “nice to have” to mandatory.
Smart-building retrofits and integrated ESG reporting are top priorities. Retrofitting older portfolios, embedding sustainability into core operations, and linking energy initiatives to financial KPIs are some of Evergreen's key strengths.
Data & Reporting Systems and Artificial Intelligence
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Over 80 percent of CRE executives plan to increase spending on data and technology this year, especially around artificial intelligence and other AI-related projects. Firms need real-time dashboards, standardized data pipelines, and AI-ready infrastructure.
We bring expertise in designing and implementing reporting platforms and cross-department integrations with systems such as Power BI, SQL, MRI Software, OpenAI, and other enterprise systems.
Urban Renewal and Development Projects
Municipalities and Urban Renewal Agencies (URAs) can capitalize on federal and state infrastructure funding deregulation easing project timelines.
Effective Public-Private Partnership (P3) structuring, entitlement navigation, and private sector engagement are essential for successful execution and sustainable growth. Let’s maximize these opportunities together.