Market positioning Mid-sized commercial real estate firm focused on retail, office, and industrial spaces with services spanning acquisition, operation, marketing/leasing, disposition, asset management, and tenant representation. This breadth suggests opportunities to upsell integrated property management, leasing optimization, and advisory services to existing clients and their networks.

Growth potential Historical expansion into California and Marin County and the recent hire in 2017 to lead business development indicate a growth-oriented mindset. This presents a sales opportunity to offer expansion strategy, cross-market leasing programs, and portfolio diversification services to firms seeking to scale regionally.

Tech leveraging Utilizes standard web and analytics tools (Google Analytics, Google Workspace, Open Graph, reCAPTCHA, PHP) and marketing/front-end tech. Opportunity to introduce modern proptech solutions, data-driven leasing analytics, CRM enhancements, and digital marketing automation to improve lead conversion and tenant representation outcomes.

Financial reach Revenue in the $1M–$10M range with a small company size (11–50 employees). This signals a potential need for scalable technology platforms, outsourced marketing services, and advisory packages tailored to growing CRE firms that require cost-efficient, high-impact solutions.

Engagement opportunities Longstanding focus on tenant representation, site selection, financial analysis, and negotiations positions Laverty Chacon as a potential partner for corporate occupier clients and relocation projects. Propose targeted outreach for national or regional tenants seeking brokerage and advisory support across multiple property types.