SOUTHEAST + TEXAS BASED | NATIONALLY EXPERIENCED
2025 CAPABILITIES BROCHURE
INVESTMENT ADVISORY GROUP INVESTMENT ADVISORY GROUP
With over 90 years and $28 billion combined transaction experience, Foundry Commercial’s Investment Advisory Group is ideally qualified to help you achieve the financial goals of your investment real estate transactions. Rather than simply act as a broker, we take on the role of trusted investment advisor, handling sales, acquisitions, recapitalizations, 1031 exchanges, and debt and equity placements for our clients.
Our team’s track record ranges from $300M+ institutional investment sales to under $10M private capital property sales, including all major property types and land sales. Based in Nashville, TN, and Dallas, TX, we can execute transactions throughout the Foundry Commercial footprint and across the country as clients’ needs require.
IAG EXPERIENCE
to $300M
INVESTMENT
ADVISORY GROUP
MEET THE TEAM MEET THE TEAM
DEBT & STRUCTURED FINANCE
Emily Holt Senior Marketing Associate
*CLICK HERE FOR FULL BIO
Ally Lanahan Vice President
*CLICK HERE FOR FULL BIO
SELECT CLIENTS SELECT CLIENTS
EQUITY & DEBT
SERVICES
Foundry’s Investment Advisory Group can provide a range of services throughout the lifecycle of your real estate investments. While our primary focus is on seller representation and capital advisory services, we also have extensive experience in a variety of additional services focused on maximizing value for real estate investors. We evaluate each opportunity from an ownership mindset and advise our clients within the context of current and anticipated future market dynamics.
CAPITAL MARKETS ADVISORY
INCLUDING INVESTMENT SALES, EQUITY & DEBT PLACEMENT, RECAPITALIZATIONS, SALE-LEASEBACKS, SURPLUS PROPERTY DISPOSITIONS, & LAND BROKERAGE
ADDITIONAL SERVICES
Buyer Representation
– 1031 Exchanges, Relocation Strategy, Site Selection, Build-tosuit, Replacement Cost Analysis, and Local Market Research
Broker Opinion of Value
– 5 to 10 Year Discounted Cash Flow Analysis, Cap Rate Matrix, Financing Assumptions, Levered and Unlevered Return Analysis, and Market Comps Analysis
Operating Expense Audit
– Expense Comps
– Owner vs. User Comparison
– Re-categorization/Classifications
Stress Testing
– Measure risk of lease default for each tenant based on financial/ credit analysis of current tenants
– Analyze competitive landscape to understand risk of current tenant termination and relocation
Strategic Scenario Analysis
– Capital Improvement/ROI Analysis
– Hold vs. Sell, Refinance Analysis
– Buy vs. Lease Analysis
PROCESS
Our proven sales process ensures that dispositions occur in an organized fashion within a prespecified timeframe, and our team will customize a disposition plan to ensure timely completion of the transaction. This approach is designed to produce multiple competitive offers, provide a choice of buyers and extract the highest value and best transaction terms the market will bear.
BENEFITS TO YOU
– Targeted marketing to qualified investors
– Access to multiple competitive buyers
– Assurance of optimal price and terms
– Streamlined process reducing uncertainty
– Continuous expert guidance through closing
– Prompt sale completion
RESOURCES
RESOURCES
The Investment Advisory Group excels due to its deep market insight, effective marketing tactics, vast investor network, and cutting-edge technology, which enable swift market access, wide exposure, and streamlined closings. Our resources allow us to provide superior advisory services to our clients. Our clients, in turn, are able to craft solid investment strategies and make well informed decisions regarding their assets.
TECHNOLOGY
Investment in subscription services to provide data, research, and networks such as:
DATABASE
Access to a comprehensive database of investors including institutional capital, REITs, equity funds, private capital, and developers on a local, regional, and national basis.
MARKET KNOWLEDGE
Over 90 years of transaction experience plus consistent tracking and analysis of demand drivers, cyclical patterns, and industry trends affecting real estate decisions.
MAXIS ADVISORS
In 2022, Foundry Commercial acquired Maxis Advisors, a location analysis and incentives advisory firm. For over 25 years, Maxis Advisors have provided incentive negotiations, location analysis, site selection, and robust labor analytics that have directly increased project return on investments and profitability for capital markets.
MARKETING MARKETING
Our award-winning marketing and creative team is professionally trained at the highest levels to produce dynamic and impactful marketing and communication. We believe everything we do needs to tell a story that helps us maximize value for our clients. Our inhouse creative team works hand-in-hand with us and our clients to produce cutting-edge and engaging marketing deliverables. SOCIAL POSTS & CUSTOM EBLASTS
DRONE PHOTOGRAPHY/VIDEOGRAPHY
FOUNDRY
Foundry Commercial is a 17+ year old company whose DNA originates from some of the most respected entrepreneurial real estate firms in the U.S. With offices from D.C. to Miami to Dallas, Foundry is deeply entrenched in the Sunbelt which is the fastest growing region of the country. Our company is committed to serving others – clients, associates, and communities.
Foundry Commercial began as CNL Commercial Real Estate in 2007 when 12 former Trammell Crow Partners joined CNL Financial Group to launch a real estate services platform specializing in office, industrial, and retail real estate.
The company has grown to be a regional real estate operating company with over 443 real estate professionals, more than 74 million square feet of projects in 13 offices over eight states covering the U.S.
A regional platform with the scale to provide best-inclass infrastructure support services (research, marketing, IT, HR, and accounting) to our customers, with local expertise in our delivery of real estate leasing, brokerage, property management and project management services. REGIONAL
Foundry Commercial has strong sponsorship both in terms of its seasoned senior leadership team and in the financial strength and real estate investment expertise of our operating capital. STRONG SPONSORSHIP
Our leaders are distributed across our key offices, providing senior-level relationships, and market expertise in multiple geographic markets. DISTRIBUTED LEADERSHIP
13 MARKETS
443 ASSOCIATES
74M SF OF LEASING & MANAGEMENT
$4.5B INVESTMENT PORTFOLIO
INVESTMENT ADVISORY GROUP
CONTACT IAG
INVESTMENT ADVISORY GROUP
Rick Helton, Partner, Managing Director
615.324.0785
rick.helton@foundrycommercial.com
Andrew Maxwell, SIOR, Partner
615.324.0793
andrew.maxwell@foundrycommercial.com
Beth Lambert, Executive Vice President
214.991.8317
beth.lambert@foundrycommercial.com
Ally Lanahan, Vice President
615.324.0782
ally.lanahan@foundrycommercial.com
Lucas McIntosh, Associate
615.334.7260
lucas.mcintosh@foundrycommercial.com
Andrew Howard, Senior Analyst 615.828.5642
andrew.howard@foundrycommercial.com
Emily Holt, Senior Marketing Associate 615.815.1492
emily.holt@foundrycommercial.com