CAPABILITIES
Practice areas
Lakemont Group provides a wide range of specialized services in five unique practice areas. Each is distinct, yet client assignments often span more than one, as all of our work revolves around real estate and the built environment. We regularly partner with other consultancies and service firms to fully meet a client’s needs.
01
Corporate Strategy &
Organizational Support
Managing a real estate, finance, or academic organization through economic turmoil, shifting market conditions, and evolving customer demands is a day-to-day reality. We guide large and small real estate institutions, ventures, and service firms in business planning, strategic analysis, organizational design, and leadership decisions, providing sound counsel based on experience and data-backed research. We also have deep experience with financial institutions, universities and colleges, and public sector agencies and their unique challenges and opportunities.
- Long-range business planning and strategy creation
- Facilitation of team strategy meetings and planning sessions
- Custom research and market studies
- Business segment profitability and valuation analyses
- Selection and evaluation of target markets/asset types and business lines
- Transitional consulting, leadership support, and succession planning
02
Urban Strategies &
Economic Development
Urban development is challenging. We design and implement custom strategies to make projects successful for public and private entities. Whether developing a site, a corridor, a city, or a region, the plan must be market rational and economically justifiable to succeed — and we work on behalf of private landowners, developers, economic development agencies, and municipalities to fully realize the value and potential of their project over its full lifespan.
- Real estate development business, financial, and strategic planning
- Economic development analysis, project planning, and strategic analysis
- Market feasibility, customer segment, and profitability studies
- Economic impact analyses and public-private benefit studies
- Real estate project cash flow modeling, structuring, and risk analysis
- Highest and best analysis and valuation support
03
Economic Analysis &
Litigation Support
Lakemont Group provides highly advanced econometric and statistical analysis for complex real estate, finance, and economic issues, merging sophisticated methodology with common-sense market insight. Our professionals hold doctoral-level academic training in econometrics and finance and publish routinely in top-ranked academic and industry journals, holding our research to a higher standard of integrity and diligence.
- Custom macroeconomic and real estate market forecasting and modeling
- Regional and local market analyses and reports
- Custom research studies and white papers
- Advanced data analysis and survey research
- Trade area analysis and retail site selection consulting
Litigation Support Specialty
Our professionals support clients and counsel through every phase of litigation, from initial complaint through trial, blending industry, academic, and hands-on experience to present expert conclusions alongside rigorous analysis. We advise on case feasibility, prepare written and oral reports for briefs and pleadings, and testify at depositions, hearings, and trials. Professionals at the Lakemont Group have been qualified to testify in trial in state and federal matters.
- Eminent domain matters
- Valuation and economic damages
- Commercial real estate transaction disputes
- Banking and lending related matters
- REITs and capital markets disputes
- Real estate professional liability & brokerage matters
- Complex business and partnership disputes
- Bankruptcy and probate proceedings
- Developer vs. buyer disputes
- Economic damages, market stigma, and valuation factors
04
Capital Markets &
Institutional Real Estate
Raising capital from investors requires skill and expertise. We guide and assist through the entire life cycle of a fund or real estate investment vehicle — from idea generation and product design, through documentation drafting, due diligence, distribution, operation, and disposition. Think of us as your advanced strategic economic and real estate market advisor, with expertise in private placements, non-traded REITs, syndications, and portfolio acquisitions.
- Strategic guidance and planning of equity and debt raises
- Customized research and strategy write-ups for offerings and sales materials
- Training and support for sales and distribution teams
- Investment product design and investor market needs assessments
- Market and asset selection, screening, and due diligence support
- Investor suitability consulting and portfolio analysis
- Portfolio management, construction, and risk management consulting
05
Speaking & Training
Our principals mix real-world industry experience with cutting-edge academic research to deliver insights on urban and city issues, housing development, commercial real estate, and macroeconomic topics. We routinely serve as keynote speakers, session leaders, and panelists at the nation’s most prestigious industry events, and as trusted sources for national media platforms and focused podcasts and new media. We offer audience specific, custom tailored keynote addresses, workshops, and customized training in person and via webinar, and are available internationally. No travel costs within the Central Florida market.
- Urbanism and the future of cities (including the 30-Minute Cities talk)
- State of the real estate market and macroeconomy
- Future trends in investment and development
- Future of office, retail, and mixed use development
- Evolution in the post-pandemic workforce and workplace
- Real estate investment strategies and capital raising trends
- Recruiting and retaining real estate professionals
- Technology, AI, and real estate markets and business