Case studies

The deals

Every number is real. Here is how it happened.

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$2.5B+
Closed
18 years
In Houston
Client-first
Every time
1 app
The first client app in CRE
Robertson PartnersCase studies
How we work, deal by deal

We don't transact like a broker. We run your deal like a system.

Every engagement below started with a problem a typical brokerage would have priced and passed on. Read any one of them for what we saw, what we did, and what it was worth to the client.

SystemsProcessDiligenceCounterparty managementClient first
13deals, told honestly
$2.5B+closed in a career
1 appevery client sees the work
What a sophisticated client is really evaluating

Five things every story below is built to prove

SystemsOne sealed file per deal. Every email, call, counter and drawing, searchable the day it matters.
ProcessScreen the whole market, run parallel tracks, keep alternatives alive until the ink is dry.
DiligenceWe read the lease, the exhibit, the permit drawings and the grant rules before you spend a dollar.
Counterparty managementA global landlord, a hospital REIT, a county, a national listing team. We know who is across the table, what they need, and what they will give.
Client firstYour budget, your timeline and your non-negotiables are the brief, not the obstacle. We find the win inside them, whether the deal is 800 square feet or 150 acres.
IndustrialLeasing and management
Systems
20%
occupied at takeover
90%+
in under a year

A park nobody would list, run like a system until it was ninety percent full

Seventeen buildings, 183 small suites, serious security problems and a first-time owner. We fixed the safety problem first, then built the leasing and management machine ourselves.

Open the deal file
JHLA
OfficeMedical
Client first
2,424 SF before
979 SF
$8,129a month before
$1,917a month after

A surgeon was paying for space he no longer used. We rebuilt his footprint, not just his rent.

Four exam rooms to two, a landlord-paid build-out, medical use written into a lease that prohibited it.

Open the deal file
JHLA
OfficeBuild-out▶ Video
Diligence
Glass inserts$
Floor plugs$
Millwork$
Invoice after signing$30,000
Left with the tenantunder 20%

A landlord's $30,000 surprise, answered from the record instead of from memory

Every email, exhibit and drawing in one sealed file. The reply quoted the record back line by line.

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IndustrialRenewal + purchase
Diligence
75psf the 1978 drawings allow125psf the machines need

He wanted to buy. We read the 1978 structural drawings before he spent a dollar.

The building wasn't built heavy. The renewal next door got free rent, an HVAC allowance and the wall at the landlord's cost while he found out.

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IndustrialRenewal
Counterparty
Before the counterCredit read · 9 comps · written plan
Caught in their draft2 free months and the deposit cap, quietly dropped

Renewing with the largest landlord in the world, with their comps and our client's credit read in hand

A 22,000-square-foot tenant negotiating like an institution.

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OfficeNonprofitMedical Center
Process
Grant ruleBuild-out: not allowable
Grant ruleRent: allowable
So the lease saysLandlord builds the skills lab, carries it in the rent

The grant said no build-out. We wrote the lease so the landlord built it and the grant could pay.

A nurse-led nonprofit, a landlord that reversed on a hospital bed, and sixty pages of rules read before the first tour.

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OfficeFirst office
Client first
SECTION 8. INDEMNITY. Tenant shall indemnify Landlord including Landlord's own negligence … SECTION 10. ASSIGNMENT. Tenant may not assign or sublet no right to assign … Landlord may recapture … SIGNATURE. exact legal entity name

An 830-square-foot first office got the same lease read as a 100,000-square-foot headquarters

Three clauses fixed the same afternoon, the deposit cut, and a deal saved over a start date.

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OfficeTax practice
Client first
28.15 Security Services Continuity. If Landlord ceases to provide building security and fails to restore comparable service within sixty days of notice, Tenant may terminate this Lease on sixty days' further notice.

Their team didn't feel safe at work. We put security in the lease, and six free months on top.

A verbal "that's not a problem" became a termination right.

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Office887 SF
Process
65 buildings
14 broker picks
7 shortlisted
5 toured
3 finalists
1

Sixty-five buildings screened for an 887-square-foot tenant. Small clients get the whole process.

Three free months and a landlord-funded build-out in 102 days.

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OfficeFinancial services
Process
Suite 217over ceiling every year
Suite 120never priced
Suite 615own training room

A hard budget, evening meetings, two false starts. The comparison that ended the guessing.

Three suites priced all-in, the meeting question answered in the lease instead of after it.

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IndustrialBuyer rep▶ Video
Counterparty
$200,000 price gap
$300,000 of roof work, pulled forward

$200,000 apart and neither side would move. We found the money in the roof.

Deferred maintenance the seller had already budgeted, done sooner. Nobody lost the price argument.

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Public sectorAcquisition
Process
1801 Smith
919 Milam
1111 Fannin

A county's departments scattered across downtown. Three towers analyzed, one building bought.

Harris County consolidated into 1111 Fannin.

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Land / DevelopmentOwner's rep▶ Video
Systems
Program$1B+ with expansions
First phase$150M · 270,000 SF · 150 acres

A $150 million plant whose building had to fit the machine. Owner's rep from site to start-up.

The first phase of a program past a billion dollars.

Open the deal file
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