Qualifications

Representative Engagements

Consulting

Experience

  • LongRun offers interim senior investment professional services – including acquisition and sales, development projects, asset management and portfolio management. For clients experiencing planned or unanticipated staffing changes, LongRun can backfill coverage until more permanent staffing solutions are implemented. 
  • For clients with asset bases insufficient in scale to justify establishing a Southeastern U.S. satellite office, LongRun’s Atlanta-based team can provide interim and/or part-time solutions for acquisition support and asset management coverage.
  • In the currently challenging investment environment, LongRun can provided additional depth to complement a client’s existing staffing in the management of problem investments and/or joint ventures.
  • As overall economic conditions ultimately recover, LongRun can also provide additional depth to complement a client’s existing staffing in evaluating large portfolio investment opportunities (property assessment and valuation) which may arise.
  • LongRun is available to perform complex portfolio financial models with multi-tiered ownership structures.
  • For real estate operator clients seeking to evolve into specialized investment managers, LongRun can collaborate with the firm’s existing management team on (i) the development and documentation of institutional-quality investment management systems and processes (derived from the client’s existing systems and its best practices); (ii) the creation of a strong regional and/or sector-focused investment research function (providing a vehicle for a client’s differentiation from their peers, attracting investment capital and enhanced investment decisions); (iii) the preparation of investment program deliverables (evolving client’s real estate expertise and opportunities into institutional-quality investment program offerings); (iv) staff development programs for a client’s younger associates (on core investment management competencies); and, (v) enterprise valuation, 5-year strategic planning and succession planning.


For additional information regarding LongRun Consulting Services, please contact Ed Kerley at (904) 477-7668 or ekerley@longrunadvisers.com. 

LongRun investment professionals have extensive experience managing individual assets and investment portfolios across most major real estate sectors located throughout the U.S. (as well as in Europe, Asia and South America). We possess a strong background in the fundamentals of property acquisitions, development forward commitments, project financing, asset and portfolio management, investment underwriting and investor reporting. We are knowledgeable in property oversight, joint venture administration, leasing, budgeting, financial reporting, valuation and operations. We excel in financial analysis and modeling, creating and documenting investment management systems and processes, staff management and development, strategic planning, investment product development and investor fundraising. Through the use of collaborate technology applications and processes, LongRun supports the interface between U.S.-based operators and their global investor clients.

LongRun offers consulting services focused on providing its investor and real estate operating company clients limited-scope and/or duration solutions to their real estate investment management needs. Our areas of functional expertise include:

  • Asset management
  • Acquisitions and sales support
  • Watchcase property coverage
  • Complex property, portfolio and enterprise financial modeling
  • Portfolio assessment and valuation
  • Investment strategy refinement
  • Investment management processes refinement and documentation
  • Staff training (both live and virtual)
  • Succession planning
  • Board services.​

Innovative Solutions to Connect Institutional 
Investors and Real Estate Operators