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Peninsula Drive
Real Estate Advisors
REAL ESTATE WINS
Case studies from real client portfolios.
A running ledger of deals vetted, mistakes avoided, and dollars saved. We're adding new entries here as they happen — check back for more.
01: CASE STUDIES
Real examples of how our oversight has protected and optimized client portfolios.
Avoided a $50K Mistake
In the middle of an office lease, a tenant requested a $50,000 remodel in exchange for extending their lease. The local leasing broker was pushing the deal despite the tenant's small square footage and local credit. We insisted on reviewing tenant financials first. When the tenant refused to provide financials, we denied the remodel. Six months later, the tenant's business cratered and they defaulted on their lease. We later backfilled the space in "as-is" condition with a new tenant.
→ $50K remodel expense avoided
Off-Market Deal Analysis
A client was approached with an unsolicited off-market deal from a broker they didn't know. The agent verbally implied the investor's offer was more likely to be accepted if the agent represented both sides of the deal. Rather than forcibly insert their own representation and risk losing the deal, the investor looped us in to advise and direct due diligence efforts. The investor tied up the property and was able to leverage numerous due diligence findings to secure a better deal at close.
→ Great off-market service with a trusted second opinion
Operating Expense Review
A client's property manager sent quarterly operating expense statements our client didn't have time to scrutinize. We noticed HVAC repair costs were significantly above normal — the vendor had been advised to keep "band-aiding" units at all cost. We interviewed two other HVAC vendors and negotiated a bulk discount to replace several units at once. The following year, HVAC repair expense dropped, and tenant complaints from failing units went down too.
→ Saved $10K with a bundling discount, cut $15K/yr in repairs
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