What we do | Real Estate Investment Banking Services

Global Advisory

GLOBAL ADVISORY

Mergers & Acquisitions

The M&A Advisory division of Piermont offers both public and private firms across the global real estate landscape a wide range of companies and geographical regions distinct strategic and tactical guidance as well as unmatched execution. In order to achieve their objectives, we work with our clients to identify and pursue their strategic priorities, come up with plans to increase shareholder value, and create fresh insights and new points of view. We provide boards and management teams with guidance on how to effectively engage with and inform their shareholders about their plans and M&A transactions. Our unwavering dedication to providing top-notch strategic and financial guidance as well as customer care is the cornerstone of our success.

We examine potential targets, offer value analyses, and evaluate and suggest financial and strategic alternatives when advising businesses on an acquisition, merger, or sale. In order to help boards and management teams navigate their most significant transactions and strategic choices, we offer our unbiased judgement and in-depth knowledge. We also provide guidance on a proposed transaction's timing, structure, financing, and pricing, as well as negotiation and closure.

Debt, Equity & Structured Finance

Piermont's specialized debt, equity and structured finance team provides differentiated strategic and tactical advice as well as unparalleled execution to leverage our position throughout the international real estate markets as the top advisor for capital solutions. In addition to leveraging our long-standing connections with diverse capital sources around the world, we collaborate closely with our partners at top global investment management firms and other financial intuitions tracking collateralized debt obligations, synthetic financial instruments, and collateralized bond obligations to assess the global market risk for each and every client.

We achieve the structured debt and finance objectives of our clients with the best value and terms by work together to analyze solutions from a range of angles, carry out expert-level underwriting, ultimately maximizing leveraged value and returns for every asset. Across all property types, we offer innovative and strategic finance solutions for various landmark transactions.

Market Risk Management & Hedging

In connection with our M&A and Debt, Equity & Structured Finance teams, our Market Risk Management and Hedging team consults and advises our clients on all facets of real estate market-related risks resulting from foreign exchange, interest rates, inflation, and commodity prices. Our team tracks the volatility index indicator for the relative strength of near-term price changes of the S&P 500 Index to gauge market sentiment across both equity & credit strategies. Our team also conducts REIT equity research and analyzes market performance metrics. In order to assist in accomplishing every client’s financial objective, our team works with our clients to develop a market risk strategy that aligns with their real estate investment goals and risk tolerance. We create an approach to the market that strikes a balance between the requirement for competitive pricing and the need to retain client confidentiality with regard to potential transactions.

Capital Transaction Structuring

Piermont’s Capital Transaction Structuring team provides industry leading integrated equity and equity-linked capital markets advice and execution in connection with the structuring of joint ventures and capital raises. Our global network expanding on a diverse mix of capital sources enables us to provide thoughtful and candid advice around some of the largest and most complex joint venture transactions in the real estate capital markets. In all facets of capital formation and capital market transactions, our team's strategic and creative approach offers our customers impartial guidance, skilled judgement, and critical insights. The primary areas of our team’s product expertise is within Joint Venture Formation and Structuring, Special Situations Capital Raising, Equity Private Placements, Share Repurchases, and Initial Public Offerings.

Distressed Debt Sales

With opportunities for non-performing notes consisting of complex covenant or structure modifications, our Distressed Debt Advisory team provides independent advisory to our clients on all distressed real estate debt products globally, including, but limited to Performing, Sub-Performing and Non-Performing Loans across all asset classes. On behalf of life insurance companies, pension funds, banks, debt funds, and special servicers, we specialize in the selling of the whole range of commercial mortgage loan arrangements. Our team also offers impartial guidance and unmatched technical competence in traditional distressed debt instruments.

Investment Property Sales

Piermont's Real Estate Capital Advisory team provides a leading fully integrated and innovative investment sales platform uniquely tailored across multiple property asset types throughout markets globally. Our capital advisory team works through one collaborative lens company-wide to ensure the best outcomes for our clients. The disposition of each property, whether a single asset or portfolio, our team provides strategic advisory focused on a wide range of sectors, geographies, and risk/return profiles. Our capital advisory team has extensive, longstanding relationships with institutional investors globally and successfully advises through an unparalleled approach to underwriting, identifying macro trends, secular tailwinds, and market headwinds. With our associates in constant collaboration company wide, our capital advisory team advises our clients on real estate strategy, portfolio diversification, valuation, and identifying assets consisting of risk-adjusted value and returns.

With our strategic market approach, we are positioned to fulfill the acquisition, disposition and recapitalization needs of our clients globally. Our Real Estate Capital Advisory team specializes across various real estate investment asset classes including Industrial, Data Centers, Multifamily, Retail, Life Science, and Office.

Asset Classes

ASSET CLASSES

Office

We analyze the evolving workplace in real time throughout all significant U.S. and global markets. Within the ever-changing trends of both the office market and workspace, investors need top innovative advice on market trends to maximize value and overcome potential headwinds for their investment strategies. Our analysts follow secular trends in various industries and companies to follow emerging patterns and demand in major office markets globally. As a result, we assist owners and investors through our thorough transactional execution in bringing about transformational change in their office portfolio, including everything from suburban office complex parks to iconic high-rises.

Industrial & Logistics

Industrial real estate is one of the leading, fastest growing sectors throughout the world. The digitalization of the economy is changing the way people live, work, consume goods, and spend their leisure time. As e-commerce sales continue an upward trajectory at twenty percent annually, logistics space requires an incremental increase of fulfilling market demand. In order to increase profitability, make their products unique, and shorten time to-market-to-consumer, e-commerce businesses are looking to differentiate their services through logistics facilities. Piermont’s industrial strategic advisory team works with our clients offering innovative insights on global industrial market trends and secular growth, a distinct advantage that benefits our clients for industrial investment property strategies ranging from manufacturing structures, research and development parks, data centers, cold storage facilities, and warehouse and distribution facilities.

Data Centers

The resilience of digitalization relies on data centers which provide network capacity and power, as well as the cooling equipment that keeps down server temperatures to cloud vendors. Hyperscale data centers are expected to more than double over the next several years as population growth and the shifting of global digital requirements drive demand. Data centers have attracted the interest of investors, often because of the steady, utility-like cash flows and risk-adjusted yields. Piermont is well-positioned and at the forefront of market analytics and market growth trends for data centers providing investors with access to investment opportunities that benefits from this expanding reliance on digital infrastructure.

Multifamily

Multifamily demand continues to drive growth and make for multifamily assets to be one of the leading, most resilient asset classes globally. Ranging from the most landmark multifamily towers to large apartment complexes throughout major global markets, Piermont provides an innovative, unmatched approach to each single asset or portfolio. Our access to a global infrastructure, expertise, and resources allows for identifying trends amongst multifamily in each and every part of the world. To deliver the most precise multifamily and residential analysis and advisory services worldwide, our teams unparallel market data and insights along with approach to valuation delivers the most unique global multifamily advisory services.

Retail

Consumers have made significant changes as to how they fulfill their retail shopping needs. Throughout every market globally, certain retail centers and properties have become premier shopping destinations due to the experiences they deliver to people. Ranging from high end core retail in major cities, mixed-use, grocery anchored centers, to open air lifestyle centers and malls, retail has experienced changing dynamics. By maintaining abreast of these market shifts, we assist our customers in recognizing and seizing the opportunities present in their retail assets. Additionally, our understanding and analyzing consumer shopping trends and habits within brick-and-motor retail globally is another of several factors that makes us market leading strategic advisors within the retail sector and helping our clients identify and invest in retail assets with risk-adjusted returns.

Life Science

Due to steadily increasing spending on research and development, the life science industry is expected to continue to grow at a sustained and dynamic pace. As life sciences is a constant investment for the future regarding demographic changes, increasing health awareness in the population or the increased occurrence of chronic diseases due to changes in lifestyle, as well as the concentration of humanity in individual metropolitan areas, the real estate sector is experiencing history and accelerating demand. Life sciences has therefor become one of the most compelling and attractive asset classes within commercial real estate. Our look into various market data shows an increasing investor interest in the life science asset class in Europe and has increasingly become the focus of international investors in recent years. Piermont covers the full scope of advisory solutions for life science properties.