Boutique CRE focus New York based boutique commercial real estate investment and advisory firm serving private investors, family offices, owners, and developers presents targeted sales opportunities with high value advisory and deal sourcing in non-residential sectors.

SMB client base Small team size (2-10 employees) suggests agility and a concierge service approach, ideal for high-touch deal support, bespoke offerings, and scalable partnerships with larger brokerages or service providers.

Diverse asset exposure Active across multifamily, mixed-use, hotel, industrial, office, retail, and acquisitions/dispositions, opening cross-sell opportunities for debt/equity financing, advisory, and project-specific investment products.

Revenue window Revenue in the $1M-$10M range indicates mid-market deal flow with potential to upsell premium advisory packages, repeat engagements, and fee-based services as relationships mature.

Tech-enabled services Utilizes WordPress, Wix, Google Workspace/Cloud, and other tech stack tools, signaling openness to digital marketing collaborations, lead generation services, and tech-enabled client experience enhancements.