Boutique CRE Focus Jim Dunham & Associates is a small to mid-size real estate firm with a broad service offering across leasing, representation, property management, development, construction management, consulting, tax-deferred exchanges, and investment dispositions. The compact team size suggests high-touch, personalized service that can be leveraged to upsell bundled advisory packages and cross-sell to existing clients seeking end-to-end CRE solutions.

Diverse Service Suite The company’s comprehensive service lineup opens multiple cross-sell opportunities with clients needing integrated solutions—from tenant and buyer representation to asset management and development consulting. Propose value-added bundles that pair leasing and property management with strategic consulting and tax-advantaged exchange services to deepen wallet share.

Revenue Band Current revenue is in the 1M–10M range signaling potential for growth collaborations with larger brokers or investment firms seeking niche CRE partners. Use this to position as a scalable, client-centric firm capable of handling increased deal volume without sacrificing service quality.

SMB Friendly Engagement Small employee base (2–10) indicates agility and high responsiveness but may limit capacity for larger mandates. Target mid-market clients with urgent, customized CRE needs and propose targeted retainer-based advisory or fractional C-suite real estate leadership to augment client teams.

Tech & Marketing Signals Technology stack includes analytics, web analytics, and standard web tools, with a modern online presence. There is opportunity to offer data-driven market insights, portfolio valuation models, and digital marketing/lead generation collaborations to attract new clients and demonstrate measurable ROI.