Comprehensive Advisory & Risk Solutions

We deliver a full suite of services ensuring that every stage of your investment journey—from acquisition to protection—is guided with insight, precision, and long-term value creation in mind

Our services.

Advisory & Valuation

Acquisitions & Dispositions

We provide Broker Opinions of Value (BOVs), market analyses, and investment advisory to help clients make informed, strategic decisions. From defining goals to preparing documentation, conducting due diligence, and managing negotiations, our team delivers seamless execution and optimal results through closing.

Insurance & Risk Management

Commercial & Personal Coverage

We design tailored insurance programs for commercial real estate and hospitality portfolios, leveraging carrier access and deep market expertise. Beyond placement, our proactive risk management approach safeguards compliance, minimizes exposures, and protects long-term portfolio value. We also extend support for selective personal lines and key person life coverage—ensuring complete protection for both business and personal needs.

PIP & Capex Solutions

Hotel PIP & FF&E Execution

Through trusted vendor relationships, we deliver brand-approved casegoods, seating, and turnkey PIP execution for hotels nationwide. By combining value-engineered alternates, consolidated freight, insured install crews, and end-to-end project management, we ensure compliance, cost efficiency, and timely room openings—all while reducing risk and maximizing savings.

Capital Markets & Financing Advisory

Debt & Equity Solutions

We connect clients with leading capital partners to secure acquisition, refinance, construction, and portfolio-level financing. By leveraging our lender relationships and aligning capital structures with client objectives, we ensure that every deal is positioned for long-term success and value creation.

Management & Franchise Strategy

Operational & Brand Alignment

We guide owners through critical decisions on management companies and franchise affiliations to maximize property performance. From evaluating brand alignment to negotiating franchise terms and operator agreements, we position assets for profitability and sustainable growth. Our insights extend into operational best practices, ensuring long-term success.

Investment Partnerships

Direct Co-Investment Opportunities

We offer qualified investors access to select hospitality and commercial real estate ventures that we actively sponsor and manage. By co-investing alongside The Sohi Group, partners benefit from disciplined underwriting, operational expertise, and strong market relationships—sharing in value creation with the assurance that we are directly invested in every project.