Our capital needs assessment lays out a clear strategy for funding major or minor capital projects or improvements to a building. At C3, we understand that different clients and properties have varying capital planning needs. Our multi-disciplinary team works closely with each client to frame a financial plan within the context of the owner’s vision and available funding for the campus or property.
Educational institutions and municipalities generally plan to own buildings in perpetuity. For these clients, we create capital plans that address both urgent issues and long-term goals. We understand the complexities created by endowments and fundraising, which can be allocated to certain project types. Our expertise in this area has enabled C3 to consult with prestigious New England private schools.
With real estate investors, the hold periods tend to be finite. For institutional investors envisioning a holding period of a decade or more, capital planning may be focused on specific goals—such as upgrading an office building’s profile from a class “B” to a class “A” property. Other investors are more interested in aggressively timing the market and “flipping” an asset for a substantial profit. C3 focuses on each owner’s objectives, creating a plan for executing this vision and communicating the options, costs and exit strategy impacts related to all decisions.