Associations, Nonprofits & Membership Organizations
JM Zell’s advisory focus and user-centric approach to real estate are designed to address requirements specific to associations, nonprofits, and membership organizations. JM Zell’s creative strategies ensure clients achieve business and operations goals, taking into account each organization’s unique organizational structure, tax status, and mission.
Tailored Solutions
JM Zell works with world-renowned associations, nonprofits, & membership organizations throughout the U.S. to create and implement customized real estate strategies that achieve business and operations goals.
Implementations include streamlining burdensome multi-facility portfolios into singular headquarter location(s), renovations and expansions of aging/antiquated facilities, adaptive re-use of existing structures for client use, as well as the acquisition of raw land for the ground-up development of state-of-the-art facilities.
Engagements have included but not been limited to one or more of the following core services and related activities:
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Comprehensive financial analysis (development scenarios, complex ownership structures, sale-leasebacks, buy vs. lease, etc.)
Space use and operations planning support
Value maximization and monetization strategies for existing assets
Government incentive research and implementation strategies
Real estate financing and related strategies including tax exempt bond financing
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Site identification and selection (geographically agnostic, any form of control, any use)
Space utilization and workplace occupancy strategies
Leading acquisition, disposition, leasing, long-term ground leasing efforts (licensed brokers)
Due diligence management and support
Real estate / facility specific grant applications and awards
Real estate tax considerations/exemptions
Legal process coordination
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Pre-construction planning and support
Sales & Use Tax application
Contracting strategy and legal document advisory
Third-party consultant selection, on-boarding, and oversight
Zoning, entitlements, and permitting approval strategy / oversight
Construction oversight and reporting
Base building, interior renovations, and ground-up construction
Furniture, fixtures, and equipment planning / procurement
Move management
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Highest and best use studies with associated financial analysis
Zoning and entitlement process management
Complex joint venture/ownership structure
Monetization strategies and implementation (sale-leaseback, ground lease, third party leasing, etc.)
