Private Equity

Your Purpose. Our Passion.

Given our collaborative spirit and innovative approach, we partner with private equity firms to better understand the real estate, owned or leased, by businesses in any sector. Often real estate is one of the biggest expenses on the company’s balance sheet so it’s important to evaluate those commitments and determine the best path to support growth.

In many cases, the real estate lease or ownership has evolved during business growth – and fresh perspective can uncover new opportunities. Most importantly, we know how critical it is to develop a strategy that aligns with the business. We dive into the details – even the smallest leases – to ensure that the business path to success doesn’t have real estate roadblocks.

Knowledge Across Business Sectors, Property Types, Markets

An Outsourced Real Estate Department Operating as Your Strategic Partner

In-depth Commercial Real Estate (CRE) Evaluation Without Bias

Expertise

As the single-point-of-contact for private equity investors, our partnership brings unbiased knowledge and conflict-free advice.

Business Strategy

Often, private equity firms do not want involvement in day-to-day activities, so they see Forte’s team as their outsourced real estate department to advise and strategize on all aspects of real estate. As your single point of contact, we bring a strategy that incorporates lease contracts, sale/leaseback agreements, and potential location consolidation.

Portfolio Optimization

Whether we’re asked to evaluate the market rate of existing lease terms or determine the worse-case scenario for long-term costs related to the real estate footprint, our team truly partners with private equity firms before, during, and after a business investment. Even the tiniest detail in the most in-depth lease evaluation can surface significant cost implications.

Focused Industry Strategies

Our experience spans the industries most appealing to private equity investors – business services, software-as-a-service (SAAS), manufacturing, distribution, and technology. Whether the business is based only in the Twin Cities or in markets across the country, our team helps businesses leverage their owned or leased assets and ensure the properties aren’t an impediment to private equity investment.

Acquisition

When a private equity investment firm is considering acquiring in or investing in a business, it’s critical to have due diligence on the lease obligations, including expirations, tenant improvement investments, and market comparison. If the business owner owns all or part of the real estate it occupies, that structure may complicate the financial picture or impact terms of sale.

Disposition

From obligations within leases to restore properties to the original configuration to co-located businesses, many aspects of the real estate may change over the life of private equity ownership. Forte’s team offers a deep dive on how to minimize the impact of real estate assets on the balance sheet.

Ambulatory Surgery Centers

We’ve developed or worked on site selection for more than 15 ambulatory Surgery Centers across the Twin Cities. As one of the few real estate firms to understand the financial and operational implications of ASCs, we’re known for our ability to evaluate multiple locations in different municipalities and find the best fit for each healthcare organization.

Back-office/Administrative

More than 10 years ago, we helped the first healthcare clinical location move its back-office/administrative functions into the clinic’s physical space. And now, as more office and administrative functions are becoming virtual or hybrid, we are helping organizations reevaluate the need for collaboration and innovative space to fuel their growth.

Off-campus primary and sub-specialty care clinics

When the 2010 Affordable Healthcare bill passed, many clinics reviewed their locations and began moving away from the hospital setting, clustering clinical services and treatments closer to patients.

On-campus strategy

We help hospital systems evaluate how to best use their existing footprint and reimagine how the adjacent space can elevate the hospital’s patient experience. In some cases, clinics may consider moving off-campus, which would free up more space for the hospital’s operations.

Strategic land assemblage

As healthcare organizations evaluate their strategic plan, they often consolidate locations into one new space specifically designed for the new clinical uses. However, within the Twin Cities, many cities have limited space for new development. The ability to secure outdated buildings and vacant land requires in-depth CRE market knowledge and strong negotiating skills.