949-851-9230

Advisory & Consulting Services

Institutional and Investor Advisory Services

LDC’s advisory services address the needs of institutional and investor clients by providing independent third party advice and opinions on real estate transactions and existing investments.   Capable of responding to the unique challenges and needs of investors, LDC combines deep asset-level real estate knowledge and experience with hands on expertise in financing and structuring transactions. Structured to avoid potential conflicts, LDC is capable of acting as an objective independent fiduciary to clients and executes feasibility/due diligence studies, investor opinions, partner operational audits, strategic portfolio studies, hold/sell analysis, and asset valuations.

  • Entitlement Services
  • Due Diligence Feasibility Studies
  • Partner Operational Assessments
  • Construction Feasibility
  • Portfolio Assessments
  • Strategic Planning and Acquisition Studies
  • Disposition and Hold / Sell Analyses
  • Asset Valuations
  • Pension Funds
  • Institutional Investors
  • Public Agencies
  • Private Lenders
  • Commercial Banks
  • Landowners
  • Family Offices
  • Endowments and Foundations
  • Real Estate Investment Underwriting
  • Organizational Assessments – Corporate Partnerships
  • Highest and Best Evaluations
  • Portfolio Evaluation
  • Repositioning Strategies
  • Valuation Services
  • LAFCO Annexations
  • Building Permits
  • Coastal Development Permits (CDP)
  • Condition Use Permits & Zoning
  • Development & Design Plan Review
  • Environmental Document Preparation & Processing
  • General Plan Amendments
  • Land Use Studies
  • Opportunities & Constraints Analysis
  • Master & Specific Plan Preparation & Processing
  • Permit Processing
  • Public Hearing Support
  • Regulatory Permit Procurement and Compliance (State and Federal Agencies)
  • Site Layout & Lotting Study opinions
  • Subdivision Processing
  • Pension Funds
  • Institutional Investors
  • Developers
  • Landowners
  • Corporations
  • Family Offices
  • Non Profit Agencies
  • Public Agencies
  • Entitlement Services
  • Market, Economic, and Financial Analysis
  • Product and Market Segmentation Assessments
  • Market Positioning and Pricing
  • Fiscal and Economic Impact Analysis
  • Strategic Planning and Design
  • Disposition Studies
  • Disposition
  • Development Management
  • As-built condition reports
  • Loan Set-up/Review of Project Related Documents
  • Construction Progress Inspections
  • Construction Disbursement Request Processing
  • Variance Analysis and Reconciliation to Approved Budget
  • Budget Variance monitoring
  • Borrower Compliance
  • Default Developer
  • Pension Funds
  • Institutional Investors
  • Private Investors
  • Commercial Lenders
  • Private Banks
  • Fund Control
  • Construction Progress Inspections
  • Project stabilization
  • Agency interface
  • General Contracting
  • Development Management and Oversight
  • Annexations
  • Building Permits
  • Coastal Development Permits (CDP)
  • Condition Use Permits & Zoning Procurement
  • Development & Design Plan Review Processing
  • Environmental Document Preparation & Processing
  • General Plan Amendments
  • Permit Processing, Coordination & Bond Exoneration
  • Public Hearing Representation
  • Regulatory Compliance (State and Federal Agencies)
  • Selection and super­vision of project management team
  • Subdivision Processing
  • Utility Design Coordination
  • Pension Funds
  • Institutional Investors
  • Developers
  • Landowners
  • Builders
  • Corporations
  • Family Offices
  • Non Profit Agencies
  • Public Agencies
  • Development and Construction Management
  • Market Segmentation
  • Fiscal and Economic Impact Analysis
  • Strategic Planning and Design
  • Repositioning Studies
  • Asset Performance Audits
  • Consumer Research
  • Project Management
  • Disposition Services
  • Project Management
  • Investor portfolio valuations
  • Eco­nomic and feasibility studies
  • Budget and pro forma analysis
  • Master-planned communities under development
  • Cash flow fore­casting, economic modeling
  • Selection and super­vision of project management team
  • Pension Funds
  • Institutional Investors
  • Lenders
  • Commercial Banks
  • Landowners
  • Investment Performance Monitoring and Reporting
  • Financial Reporting and Fund Compliance
  • Risk Management
  • Capital Restructuring
  • Annual Reporting
  • Strategic Repositioning
  • Development management oversight and monitoring
  • Market positioning
  • Financial restructuring
  • Divestiture Planning and Execution

Owners Representation

For over 20 years LDC has been providing forward planning, entitlement, and development expertise to financial institutions and landowners. We have the experience to strategically manage a project from raw/unimproved land, through design, entitlement and land development. LDC has the capabilities to develop and execute the divestiture of an asset or portfolio.

  • Entitlement Services
  • Due Diligence Feasibility Studies
  • Partner Operational Assessments
  • Construction Feasibility
  • Portfolio Assessments
  • Strategic Planning and Acquisition Studies
  • Disposition and Hold / Sell Analyses
  • Asset Valuations
  • Pension Funds
  • Institutional Investors
  • Public Agencies
  • Private Lenders
  • Commercial Banks
  • Landowners
  • Family Offices
  • Endowments and Foundations
  • Real Estate Investment Underwriting
  • Organizational Assessments – Corporate Partnerships
  • Highest and Best Evaluations
  • Portfolio Evaluation
  • Repositioning Strategies
  • Valuation Services
  • LAFCO Annexations
  • Building Permits
  • Coastal Development Permits (CDP)
  • Condition Use Permits & Zoning
  • Development & Design Plan Review
  • Environmental Document Preparation & Processing
  • General Plan Amendments
  • Land Use Studies
  • Opportunities & Constraints Analysis
  • Master & Specific Plan Preparation & Processing
  • Permit Processing
  • Public Hearing Support
  • Regulatory Permit Procurement and Compliance (State and Federal Agencies)
  • Site Layout & Lotting Study opinions
  • Subdivision Processing
  • Pension Funds
  • Institutional Investors
  • Developers
  • Landowners
  • Corporations
  • Family Offices
  • Non Profit Agencies
  • Public Agencies
  • Entitlement Services
  • Market, Economic, and Financial Analysis
  • Product and Market Segmentation Assessments
  • Market Positioning and Pricing
  • Fiscal and Economic Impact Analysis
  • Strategic Planning and Design
  • Disposition Studies
  • Disposition
  • Development Management
  • As-built condition reports
  • Loan Set-up/Review of Project Related Documents
  • Construction Progress Inspections
  • Construction Disbursement Request Processing
  • Variance Analysis and Reconciliation to Approved Budget
  • Budget Variance monitoring
  • Borrower Compliance
  • Default Developer
  • Pension Funds
  • Institutional Investors
  • Private Investors
  • Commercial Lenders
  • Private Banks
  • Fund Control
  • Construction Progress Inspections
  • Project stabilization
  • Agency interface
  • General Contracting
  • Development Management and Oversight
  • Annexations
  • Building Permits
  • Coastal Development Permits (CDP)
  • Condition Use Permits & Zoning Procurement
  • Development & Design Plan Review Processing
  • Environmental Document Preparation & Processing
  • General Plan Amendments
  • Permit Processing, Coordination & Bond Exoneration
  • Public Hearing Representation
  • Regulatory Compliance (State and Federal Agencies)
  • Selection and super­vision of project management team
  • Subdivision Processing
  • Utility Design Coordination
  • Pension Funds
  • Institutional Investors
  • Developers
  • Landowners
  • Builders
  • Corporations
  • Family Offices
  • Non Profit Agencies
  • Public Agencies
  • Development and Construction Management
  • Market Segmentation
  • Fiscal and Economic Impact Analysis
  • Strategic Planning and Design
  • Repositioning Studies
  • Asset Performance Audits
  • Consumer Research
  • Project Management
  • Disposition Services
  • Project Management
  • Investor portfolio valuations
  • Eco­nomic and feasibility studies
  • Budget and pro forma analysis
  • Master-planned communities under development
  • Cash flow fore­casting, economic modeling
  • Selection and super­vision of project management team
  • Pension Funds
  • Institutional Investors
  • Lenders
  • Commercial Banks
  • Landowners
  • Investment Performance Monitoring and Reporting
  • Financial Reporting and Fund Compliance
  • Risk Management
  • Capital Restructuring
  • Annual Reporting
  • Strategic Repositioning
  • Development management oversight and monitoring
  • Market positioning
  • Financial restructuring
  • Divestiture Planning and Execution

Lender Services

LDC provides fund control, loan administration and site inspection services to commercial banks and financial institutions, pension fund advisors, and developer/homebuilder clients in twenty-three states. Based on the compliance criteria established in the loan documents, and working with lenders, LDC can oversee the preparation and management of borrower compliance protocols, provide periodic progress inspections and third party reports, review borrower disbursement requests, complete reconciliations of loan to date and project to date information, and review and approve funding requests. LDC also provides full fund control services including disbursement processing and have been retained as the default developer by lenders when assuming control over projects under partner default.

  • Entitlement Services
  • Due Diligence Feasibility Studies
  • Partner Operational Assessments
  • Construction Feasibility
  • Portfolio Assessments
  • Strategic Planning and Acquisition Studies
  • Disposition and Hold / Sell Analyses
  • Asset Valuations
  • Pension Funds
  • Institutional Investors
  • Public Agencies
  • Private Lenders
  • Commercial Banks
  • Landowners
  • Family Offices
  • Endowments and Foundations
  • Real Estate Investment Underwriting
  • Organizational Assessments – Corporate Partnerships
  • Highest and Best Evaluations
  • Portfolio Evaluation
  • Repositioning Strategies
  • Valuation Services
  • LAFCO Annexations
  • Building Permits
  • Coastal Development Permits (CDP)
  • Condition Use Permits & Zoning
  • Development & Design Plan Review
  • Environmental Document Preparation & Processing
  • General Plan Amendments
  • Land Use Studies
  • Opportunities & Constraints Analysis
  • Master & Specific Plan Preparation & Processing
  • Permit Processing
  • Public Hearing Support
  • Regulatory Permit Procurement and Compliance (State and Federal Agencies)
  • Site Layout & Lotting Study opinions
  • Subdivision Processing
  • Pension Funds
  • Institutional Investors
  • Developers
  • Landowners
  • Corporations
  • Family Offices
  • Non Profit Agencies
  • Public Agencies
  • Entitlement Services
  • Market, Economic, and Financial Analysis
  • Product and Market Segmentation Assessments
  • Market Positioning and Pricing
  • Fiscal and Economic Impact Analysis
  • Strategic Planning and Design
  • Disposition Studies
  • Disposition
  • Development Management
  • As-built condition reports
  • Loan Set-up/Review of Project Related Documents
  • Construction Progress Inspections
  • Construction Disbursement Request Processing
  • Variance Analysis and Reconciliation to Approved Budget
  • Budget Variance monitoring
  • Borrower Compliance
  • Default Developer
  • Pension Funds
  • Institutional Investors
  • Private Investors
  • Commercial Lenders
  • Private Banks
  • Fund Control
  • Construction Progress Inspections
  • Project stabilization
  • Agency interface
  • General Contracting
  • Development Management and Oversight
  • Annexations
  • Building Permits
  • Coastal Development Permits (CDP)
  • Condition Use Permits & Zoning Procurement
  • Development & Design Plan Review Processing
  • Environmental Document Preparation & Processing
  • General Plan Amendments
  • Permit Processing, Coordination & Bond Exoneration
  • Public Hearing Representation
  • Regulatory Compliance (State and Federal Agencies)
  • Selection and super­vision of project management team
  • Subdivision Processing
  • Utility Design Coordination
  • Pension Funds
  • Institutional Investors
  • Developers
  • Landowners
  • Builders
  • Corporations
  • Family Offices
  • Non Profit Agencies
  • Public Agencies
  • Development and Construction Management
  • Market Segmentation
  • Fiscal and Economic Impact Analysis
  • Strategic Planning and Design
  • Repositioning Studies
  • Asset Performance Audits
  • Consumer Research
  • Project Management
  • Disposition Services
  • Project Management
  • Investor portfolio valuations
  • Eco­nomic and feasibility studies
  • Budget and pro forma analysis
  • Master-planned communities under development
  • Cash flow fore­casting, economic modeling
  • Selection and super­vision of project management team
  • Pension Funds
  • Institutional Investors
  • Lenders
  • Commercial Banks
  • Landowners
  • Investment Performance Monitoring and Reporting
  • Financial Reporting and Fund Compliance
  • Risk Management
  • Capital Restructuring
  • Annual Reporting
  • Strategic Repositioning
  • Development management oversight and monitoring
  • Market positioning
  • Financial restructuring
  • Divestiture Planning and Execution