Bard Consulting
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BARD CONSULTING, LLC

Bard Consulting provides independent, conflict-free, strategic real estate counsel to real estate investors on both domestic and international assignments.

Bard specializes in developing and implementing optimal real estate strategies. For investors we analyze specific real estate investments, review investment managers, assist in negotiations, and ensure investor and manager goals are aligned. For occupiers, we analyze alternatives to meet the client’s space needs objectives and assist in negotiations. Our philosophy is to have strong Principal involvement in every project—both in managing the client relationship and in executing the consulting assignment.  In addition, our third-party service providers supply specialized property-type, international, and other focused expertise.


➤ Fees, Performance, and Other Quantitative Measures

Investment fees directly affect net returns and Bard can help minimize their financial impact by analyzing them according to various return outcomes, negotiating fees to meet your objectives, clarifying fee documentation, and reviewing manager fee calculations.


➤ Portfolio management services
 

Bard assists in-house institutional investors assess, monitor, and restructure complex portfolios: evaluating performance and managers against objectives, assessing new strategies, managing wind-down, and performing debt reviews.
 


NON-PROFIT OCCUPIER REAL estate services
 

Bard serves as an independent advisor to non-profit occupiers of real estate to help reduce costs and increase efficiency by developing strategic and financial models, in addition to researching and helping to negotiate lease/purchase/sale options.


INVESTMENT VEHICLE Due diligence
 

Bard evaluates the strategies, assets, managers, terms, and governance of real estate fund and joint venture vehicles so they meet our clients’ interests from the outset of the investment, before problems arise.
 


INVESTMENT MANAGER operations reviews
 

Investment managers are central to achieving client outcomes, and a review of manager operations by Bard will examine front and back office operations to assess the viability of processes, systems, and finances for short- and long-term success.


PUBLIC REAL ESTATE strategies
 

Bard’s extensive experience with public real estate strategies, in both domestic and international markets, situates us to give expert and conflict-free advice on strategy, implementation, benchmarking, managers, and fee negotiations.


REAL ESTATE ASSET due diligence
 

Bard’s dedicated team and third-party experts perform comprehensive due diligence on real estate assets for all major property types, from vetting and evaluating partners to aligning projected returns with client goals.
 


FIDUCIARY OPINIONS OF RELATED-PARTY TRANSACTIONS

Transfers between vehicles may be desirable if there are seed assets or the vehicles have different strategies or investor pools. Bard offers fiduciary opinions upon reviewing affiliates and assessing the terms and appropriateness of transactions.