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Practice Area

Real Estate

Property acquisition, disposition, and portfolio services for enterprises, funds, and family offices.

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Real Estate Solutions & Portfolio Services

PSA advises on acquisition, disposition, and portfolio construction so real estate supports broader wealth and operating goals. Work covers commercial and residential assets, family-office holdings, and fund mandates — always after a consultation defines the brief.

Property is treated as part of the enterprise, not a side book. We underwrite cash flow, capital structure, and hold-versus-exit against the client’s operating and wealth goals. Sana Freeman leads the transaction; Kyle Lindley sits on the numbers. The result is a portfolio decision leadership can defend.

Real estate is led by Sana Freeman, who handles the transaction intricacies, with Kyle Lindley on underwriting, capital structure, and lender coordination. Custom software for property and reporting workflows is built by Kool8ear.

PSA can assist with nearly all real estate needs. Booking a consultation first is required before any engagement begins.

Acquisition Disposition Portfolio Strategy Due Diligence Family Office
  • Acquisition and disposition strategy
  • Commercial and residential portfolio review
  • Transaction due diligence support
  • Asset-level underwriting and hold/sell analysis
  • Family office and hedge fund real estate mandates
  • Coordination with legal, tax, and lending counterparties
Schedule a call with an advisor → Open the asset calculator
Sana Freeman, Chief Executive Officer

Acquisition

Opportunity screening, underwriting support, and transaction structure for new assets.

Portfolio Services

Hold/sell analysis and construction of portfolios aligned to liquidity and mandate.

Disposition

Exit planning and counterpart coordination so sales protect value and timeline.

How This Engagement Runs

Underwrite the asset against the enterprise

Real estate work starts with a consultation. We define the brief — acquire, hold, recapitalize, or dispose — before any property is pursued. Sana Freeman then handles the transaction intricacies: counterparties, diligence, and close. Kyle Lindley underwrites cash flow, leverage, and lender coordination so the asset fits the capital plan.

Portfolio construction and reporting follow the same standard. Holdings are reviewed against operating goals and family-office or fund mandates, not in isolation. When a property needs a portal, reporting layer, or workflow, Kool8ear builds that technology alongside the advisors who own the deal.

Sana Freeman, Chief Executive Officer
Underwriting snapshot

Real estate widget & calculator

Screen an acquisition in place: cap rate, cash-on-cash, DSCR, and cash flow. Open the full calculator for break-even occupancy, debt yield, and GRM.

Begin with a real estate consultation

Property and portfolio work starts with a discovery call. Schedule a call with an advisor before any transaction support begins.

Schedule a call with an advisor Asset calculator