A clearer perspective on property decisions.

A property decision usually starts with a practical question. Does an acquisition fit the business plan? What assumptions deserve a closer look? What information will an owner, investor or capital provider need before moving forward? What you need to decide should guide the work.

Our team helps you frame those questions, organize the property information and manage the agreed analysis or appraisal process. We start with how you plan to use the work, who will rely on it and when you need to decide.

Property focus

Commercial investment and development properties, whether you are looking at one building or comparing several.

Who it is for

Property owners, CRE investors, developers, debt funds, capital providers, asset managers and family offices.

Availability

Tell us where your property is and what you need. We’ll confirm whether we can help in your area and find the right professionals for the work.

Stone Oak Valuation & Advisory is part of Stone Oak Advisory Group. If your plans also call for financing or project management, we can coordinate with Stone Oak Capital Advisory or Stone Oak Project & Construction Advisory around your needs and timing.

We agree on the work, responsibilities and fees for each service. If Stone Oak Capital Advisory is also helping arrange financing, we explain any potential conflicts and confirm the capital provider’s requirements. The appraiser reaches their own conclusion; the capital team does not decide the property’s value.

All client reports are prepared in accordance with applicable federal and state laws. Formal appraisal reports are completed and signed by qualified appraisers who hold the license or certification required in the state where the property is located and for the assignment. Before accepting appraisal management work, we confirm required registrations and your capital provider’s requirements.