Pairing Resources with Expert Guidance
Strategic Financial Planning For Real Estate
Real estate is a sound financial asset that adds value and resiliency to your business or portfolio. Whether you’re a developer looking for a Fractional CFO, or a business looking to bolster your portfolio with real estate assets, we’re here to provide the right financial guidance and organization.
Advising Growth
Working With Us
As a partner and trusted advisor, we stand by our clients, providing value that goes beyond funding. When we work with you, we are an active participant in your success, building strong, sustainable foundations you can grow on.
Strategy
Identifying and evaluating opportunities in the current real estate market that align with your financial goals and risk tolerance.
Due Diligence
We assist in acquisitions and dispositions, reviewing documents and creating packages for all aspects of transactions—coordinating with representatives on all sides.
Measuring Results
From budget development and forecasting to financial modeling, we diligently monitor growth and report results at agreed-upon milestones along your journey.
Financial Expertise For Small Businesses
How We Utilize Real Estate Assets To Achieve Your Financial Goals
If you require more financial expertise than you can access in-house, a fractional CFO is a solution. You gain access to CFO expertise without the payroll burden, making it possible to solve problems, illuminate blind spots, and identify opportunities that you might be missing out on.
Alpha Vanguard is a trusted provider of capital for individuals and institutions looking to acquire new property or refinance an existing property. We structure both debt and equity transactions that provide the potential for the principal to generate ROI that is often significantly higher than the cost of securing financing.
Alpha Vanguard’s direct real estate holdings continue to grow. As a firm, we seek value opportunities based on a long-term view of the real estate market. Our approach focuses on income-producing assets and portfolios, which we diversify across multiple markets to improve returns and mitigate risk.
In addition to providing developers with capital, Alpha Vanguard actively pursues select development opportunities. Projects that are a good fit for us represent a clear and sound business case and are attached to a robust and long-term partnership commitment.
Managing cash flow is critical in real estate due to the cyclical nature of the industry. A fractional CFO ensures that the business maintains sufficient liquidity to meet its obligations and maintain flexibility to pursue new opportunities.
We ensure the business uses financial data to drive strategic decisions, providing insights that support better investment and operational choices.
Industries We Serve
Advising Growth
Since 2012, Alpha Vanguard has been advising on the future of small business and providing opportunities for qualified stakeholders to participate in funding legacy. We bring world-class leadership to companies and stakeholders, in partnership for the next evolution in business. Accelerating the growth curve upward.
How We Help
Our Services
Raised millions, managed billions. Dozens of clients. Proven success.