Integrated real estate The company offers a full-suite approach beyond traditional buy-sell services, including financing, development, construction, and property management, which signals opportunities to cross-sell bundled services to existing clients and attract investors seeking turnkey real estate solutions.

Wealth-building focus Emphasize their wealth-building strategies as a core differentiator, presenting sales angles around investor education, portfolio diversification, and structured opportunities that align with clients looking to maximize returns in a changing market.

Mid-market footprint With 11-50 employees and a regional base in Bakersfield, target mid-market CRE clients and local developers who value agile, hands-on service and could benefit from the company’s integrated financing and development capabilities.

Tech-enabled readies Leverage their tech stack (Microsoft 365, Google Cloud, OpenResty, Nginx) to position as a tech-forward partner for streamlined deal management, secure collaboration, and scalable operations that can handle complex projects for investors.

Competitive landscape Position McKinzie against mid-sized firms with comprehensive services; identify opportunities to win mandates by highlighting cost-efficiency, faster execution, and customized financing/development solutions that larger firms may underdeliver.