SERVICESFounded in 2001 by Roy Schneiderman, Bard Consulting provides independent, conflict-free, strategic real estate counsel to real estate investors.
Bard Consulting consists of a core group of seasoned real estate professionals with extensive experience analyzing real estate strategies, investment managers, and assets. Bard also has strategic alliances with multiple independent consulting firms that provide specialized 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 investor’s objectives, clarifying fee documentation, and reviewing manager fee calculations.
Investment Vehicle
Due Diligence
Bard evaluates the strategies, assets, managers, terms, and governance of real estate fund and joint venture vehicles so they meet clients’ interests from the outset of the investment, minimizing the potential for problems at a later date.
Real Estate Asset
Due Diligence
Bard reviews proposed asset business plans, projected returns, and proposed financing terms to determine if they are both reasonable and appropriate for the asset strategy and are at market.
Portfolio Management Services
Bard assists in-house institutional investor staff assess, monitor, and restructure complex portfolios: evaluating performance and managers against objectives, assessing new strategies, and managing wind-downs.
Fiduciary Opinions
of Related-Party Transactions
Related-party transactions may be desirable from a limited partner’s perspective, but they can be fraught with complexity. Bard offers fiduciary opinions regarding the appropriateness of related-party transactions.