Commercial Real Estate Advisors
Capital · Valuation · Projectsinfo@stoneoakadvisorygroup.com

Our Services

One group. Three areas of expertise.

Explore our capital advisory, valuation and project services. Each brings a different perspective to the same goal: helping you move your commercial real estate plans forward.

CapitalFinancing options
ValueProperty insight
ProjectsProject management
43 statesOur starting area

Choose your service

Find the support your next move needs.

Start with what you want to accomplish. We bring financing, property insight and project management together around the needs of your investment or development.

Stone Oak Capital Advisory

We structure and arrange commercial real estate financing around your property, experience, business plan and repayment strategy, working with private investors, debt funds and institutional capital providers.

  • Bridge financing for purchases, improvements and refinancing
  • Construction and completion financing
  • Long-term financing for properties with steady income
  • Additional capital options when Stone Oak structures the main loan
Explore Capital

Stone Oak Valuation & Advisory

We help owners, investors and capital providers understand a property's value, market, costs and income, or arrange an appraisal for a specific decision.

  • Help arranging commercial appraisals
  • Appraisal management subject to required registration and capital provider requirements
  • Market research and feasibility analysis
  • Project cost, revenue and financial scenario analysis
Explore Valuation Services

Stone Oak Project & Construction Advisory

Full project management and construction management from planning through completion, with the flexibility to begin at any phase or provide selected services. Planning, bid and material procurement, budgets, schedules, fund control, payment requests and closeout form our full management offering.

  • Project management and representing the owner's priorities
  • Construction management, team selection and progress reporting
  • Included fund control and construction payment requests
  • Tracking changes, completing remaining work and preparing for operations
Explore Project Services

When each service can help

Match the service to your next move.

  1. Acquiring or refinancing a property

    Start with our Stone Oak Capital Advisory team to discuss your financing need, property income and repayment plan. We can also discuss market research or appraisal support, with the right scope and independent appraisal process for your property.

  2. Testing a development plan

    Share what you expect the project to cost and earn, the likely demand and your timing. We can discuss property analysis or project planning to help you evaluate the plan.

  3. Preparing for or managing construction

    Discuss project management and construction management with Project & Construction Advisory, including budgets, schedules and team coordination. Fund control can support construction payment requests. Our capital advisory team brings construction financing into the conversation when you need it.

  4. Evaluating property performance or project completion

    Tell us about the property's operating performance, refinancing needs or remaining project work. We'll discuss the market analysis, financing or project support that could help with your next step.

If you need more than one service, we'll connect the work around your priorities and confirm the support available before starting.

Clear responsibilities

One Group. Clear responsibilities.

We'll help you choose the right services and coordinate the work around your goals. Written agreements explain who is responsible, what work is included and what you'll receive.

Arranging financing
Stone Oak structures and arranges financing and helps coordinate the financial review, supporting documents and closing. Financing requires approval and signed loan agreements.
Valuation work
Appraisals are completed by professionals with the credentials required for your property. We confirm any company registration and capital provider requirements before managing an appraisal.
Project delivery
We help owners manage the project and coordinate construction. Qualified contractors, designers and inspectors remain responsible for their professional work.
Project funds
Fund control helps organize the budget and payment process. Your project funds stay with the capital provider, bank or escrow provider.

Start a Conversation

Not sure which service to start with?

Tell us what you're trying to accomplish. We'll help you find the right starting point for your property or project.