Strategic planning and governance consulting

Strategic insights and support for the foundation of your community

In today's complex development landscape, establishing proper planning and governance structures can be critical to the long-term success of any community, no matter the property type. Our team of experts provides comprehensive and tailored services to help guide developers through the main processes of community establishment and management.
 

Community management planning

We develop customized community management plans tailored to your specific development needs. Our approach includes:

• Operational structure design that balances efficiency and resident satisfaction
   
• Comprehensive cost analysis to help optimize operational expenses
   
• Implementation timelines aligned with development phases
   
• Staffing recommendations and organizational frameworks

Governance Modeling

Proper governance is the backbone of thriving communities. Our governance services include:

• Legal structure development based on community size and complexity
   
• Governing documents review and recommendations to meet current industry standards
   
• Board formation and transition planning
   
• Community education programs for sustainable self-governance
   
• Assist with creation of community, architectural and amenity guidelines and policies

Financial Planning

Making informed financial decisions requires thorough analysis and planning. We provide:

• Detailed budgets for both short and long-term operations
   
• Comprehensive proformas to forecast financial performance
   
• Reserve studies to plan for future capital projects and expenditures
   
• Assessment structure recommendations to balance affordability and service quality

Regulatory Navigation

Our team has extensive experience to help navigate the complex regulatory landscape surrounding real estate development. We assist with:

• Department of Real Estate compliance to meet state-specific requirements
   
• Local, county, and state regulation interpretation and application
   
• Permit acquisition support and documentation
   
• Ongoing compliance monitoring as regulations evolve

Special and community development districts

For developments requiring specialized governance structures, we offer the following:

• Design and development of Special District frameworks
   
• Management services for established districts
   
• Support for bond issuance processes
   
• Accounting and financial oversight systems
   
• Revenue collection strategies that help maintain financial health

Management Procurement

Selecting the right management partners is crucial for operational success. Our procurement services include:

• RFP creation that clearly defines service expectations
   
• Vendor evaluation frameworks based on experience and capabilities
   
• Contract negotiation support to protect community interests
   
• Transition planning for seamless service implementation

Our planning and governance solutions are designed to create strong foundations for large-scale communities. By establishing appropriate frameworks from the outset, we help developers create communities that operate efficiently, maintain value, and provide residents with exceptional living experiences.

With decades of combined experience, our team understands the challenges and opportunities in today's market. We work collaboratively with stakeholders to develop solutions that address immediate needs while building flexibility for future growth and adaptation.

Click here to learn about how we work with developers in special districts
management.

Ready to elevate your next residential project?

Contact our expert team today to discuss how we can help bring your vision to life. Whether you're planning a master-planned community or aiming for the sky with a supertall high-rise, we have the experience to support you and make it happen.

Contact us now!