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Project Management
Manage scope, budgets, schedules, procurement, team coordination, risks and decisions from planning through handover. Choose full management or selected services at any phase.
Explore this service
Project & Construction Management
Plan the project. Coordinate construction.
A tech-driven commercial real estate project and construction advisory firm. We combine common sense, human intellect and AI integration to streamline planning, document review and project coordination, helping owners manage budgets, schedules and decisions more efficiently.
ProjectsProject management
ConstructionConstruction management
BudgetsCost tracking
43 statesOur starting area
Our Core Services
Manage the project.
Coordinate the work.
Project Management and Construction Management connect planning, procurement, budgets and delivery. Engage us for the full project, a specific phase or selected services.
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Construction Management
Coordinate contractors, site meetings, progress, procurement schedules, costs, changes and closeout for the owner, with a scope tailored to the phase and services your project needs.
Explore this serviceWe confirm availability and agree on our work and responsibilities before starting. Our service does not replace the contractor’s site supervision and safety program, or the required work of your architect, engineer and inspectors.
Commercial property types
View all 24 property types
MultifamilyHospitalityIndustrial & WarehouseRetailOfficeMixed-UseSelf-StorageManufactured HousingStudent HousingSenior HousingMedical & Specialty UseCondominium BuildingsMarinas & Waterfront PropertiesAutomotiveParking FacilitiesGas Stations & Convenience StoresNNN / Franchised RestaurantsGolf & ResortData Centers & TelecommunicationsRV ParksBTR / SFR — Build-to-Rent Single-Family CommunitiesBTS / SFR — Build-to-Sell Single-Family CommunitiesAirport & AviationCommercial Entitled Land
Your plan, team and construction
Project Management.
Construction Management.
A clear next step.
Choose full management, a specific project phase or selected services. Project Management organizes the overall plan, team and procurement; Construction Management coordinates the building stage. We tailor the work to your goals and project needs.
Explore Our Approach
Talk through the project
Tell us your goals, location, current stage, budget, schedule and team, and what needs attention.
Agree on the work
Set out what we would do, the updates you would receive, the fees and who makes each decision.
Keep the team informed
Organize meetings and records, follow progress updates and raise questions with the people responsible.
Prepare for what comes next
Track remaining work and handover documents as the project moves toward completion and use.
Included Management Services
Support for each project stage.
These services form part of the agreed scope of Project Management or Construction Management. Explore a phase to see the support available, from early planning through handover.
Planning & feasibilityBring the project plan, design, approvals, budget and schedule into view before major commitments.View 5 included services
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Preconstruction planning
Bring the planned work, budget and schedule together before construction. Identify the questions and information needed for the next stage.
Explore this service08
Feasibility & Development Planning
Test the project plan before major commitments. Coordinate site information, development requirements, preliminary costs, timing and key assumptions so you can identify constraints and choose a practical path forward.
Explore this service09
Design & Engineering Coordination
Keep design information aligned with the project plan. Coordinate architects, engineers and consultants, track owner decisions and design milestones, and bring unresolved interfaces and constructability questions to the right people.
Explore this service10
Permitting & Utility Coordination
Keep approvals and utility requirements visible. Coordinate application information, agency and provider communications, review comments and connection milestones so the project team understands what is required and when.
Explore this service11
Cost Estimating & Value Engineering
Build a clearer view of project costs and alternatives. Develop planning estimates, compare contractor and supplier input, and evaluate options for cost, performance, maintenance and schedule before decisions are made.
Explore this serviceTeam & procurementRepresent the owner’s priorities, compare bids, coordinate purchasing and keep project agreements organized.View 3 included services
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Owner’s Representation
Keep your priorities at the center of the project. Coordinate the team, clarify responsibilities, track decisions and receive clear updates through full project representation or focused help during a specific phase.
Explore this service02
Bid & material procurement
Manage bid procurement, contractor and consultant selection, and material procurement. Coordinate bid packages, proposal comparisons, supplier pricing, purchase approvals, lead times and delivery schedules.
Explore this service12
Contract Administration
Keep project agreements connected to daily execution. Track required deliverables, notices, records, insurance documentation and approval steps, and help the team follow the responsibilities and deadlines established for the work.
Explore this serviceConstruction & cost controlTrack changes, payment requests, quality, risks and project records as construction progresses.View 6 included services
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Fund Control Management
Track budgets, invoices, payment-request paperwork and approval status. Your capital provider, bank or escrow company holds and releases the funds.
Explore fund control04
Construction payment requests
Organize requests for project funds, follow missing documents and keep track of where each request stands in review.
Explore this service05
Budget & change management
See how requested changes, agreed costs and money set aside for unexpected expenses affect your budget.
Explore this service13
Quality Oversight & Inspection Coordination
Keep quality requirements and corrective work visible. Coordinate inspection and testing milestones, track reported deficiencies and follow up with contractors and specialists so unresolved items receive clear ownership and attention.
Explore this service14
Risk & Issue Management
Identify what could disrupt the project and act on current problems. Maintain clear risk and issue records, assign responsibilities and track mitigation, decisions and escalation as project conditions change.
Explore this service15
Document Control, RFIs & Submittals
Help the team work from current information. Organize drawings, specifications, requests for information and submittals, track review status and distribute decisions so records and responsibilities remain clear throughout the project.
Explore this serviceCompletion & recoveryOrganize remaining work and handover, or establish a recovery plan when a project needs a new direction.View 2 included services
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Completion & handover
Keep remaining work, handover documents and deadlines organized as the project moves toward completion and use.
Explore this service16
Project Takeover & Recovery
Bring structure to a project that needs a new direction. Review current status, reconnect the team and develop a practical recovery plan for stalled work, incomplete information, missed milestones or a management transition.
Explore this serviceWho we work with
For owners with
a project to move.
Whether you’re planning a new building, renovating or improving a property, tell us your goals and the help you need now.
Explore property types
Who we serve
Property ownersCRE developersInvestors & sponsorsAsset managersFamily officesPortfolio operators
Before we begin
Know what is included.
Know what comes next.
How we manage your project, keep budgets and schedules clear, and help you make informed decisions.
View all questionsHow do Project Management and Construction Management differ?
Project Management coordinates scope, planning, budgets, schedules, procurement, the project team, risks and decisions from planning through handover. Construction Management coordinates contractor activity, site meetings, progress, material deliveries, costs, changes, payment requests and closeout during the building stage. Choose full management, a specific phase or selected services based on your needs.
Will Stone Oak build my project?
We manage the project for you as the owner, bringing the plan, schedule, budget updates and decisions into a clear process. Your contractor performs the construction and remains responsible for site supervision and safety. Required inspections and certifications remain part of the project’s approval process.
When should I contact you about a project?
You can engage us for full project management and construction management from start to finish, for a specific phase, or for selected services. We can begin during planning, procurement, active construction, completion or handover. We assess the current status, coordinate with the existing team and tailor the scope to your goals and project needs.
Can you help with construction payment requests?
Yes. Construction payment request coordination is included in our full project and construction management offering and can also be engaged as a selected service. We organize invoices and supporting documents, assemble payment-request packages and track missing items, review questions and approval status. You get a clear view of each request and what needs attention. Payments follow the agreed approval process through the company holding the funds.
Can you help arrange financing too?
We can coordinate with Stone Oak Capital Advisory, which arranges financing with private investors and other capital providers. We help keep the project’s budget and schedule aligned with the financing plan. The work, fees and capital provider requirements are confirmed before you proceed.
Where can you help with projects?
We welcome project inquiries across Stone Oak’s 43-state footprint and in other states. Share the location and the work you need. We confirm the services available and applicable licensing requirements for your project before agreeing to begin.
What is Fund Control Management?
Fund Control Management is included in our full project and construction management offering and is also available as a selected service. We keep budget records, invoices, payment requests and approval status organized. We track the documentation and outstanding items so you can follow how project costs move through the review process. Your capital provider, bank or escrow company holds and releases the funds after the required approvals.
Discuss your project
Tell us what
you are building.
Tell us where the project is, the stage you have reached and what needs attention. We’ll talk through the help you need and whether we can provide it.
Insights & Reports
Keep your next project in view.
Explore developments in construction, project planning and costs, with context for owners and project teams.
Start a Conversation
Move your project forward.
Tell us what you’re building, where things stand and the help you need. We’ll talk through the next steps.