Strategic insight. Practical execution.

Case Study 01

Nationwide Portfolio

We were engaged by a private REIT to develop a portfolio repositioning thesis and strategy. After approval from BOD, were engaged further to oversee the implementation of the strategy.

$1.2B

Portfolio Value Repositioned & Preserved

Measurable Results

A modern assisted living facility with stone accents, an American flag, and a paved entrance under a clear blue sky.
A modern assisted living facility with stone accents, an American flag, and a paved entrance under a clear blue sky.

Case Study 02

Midwest Senior Living Portfolio

Facing imminent technical default and severe operational distress, we assumed interim CFO control of a 12-facility senior housing portfolio. Within nine months, we restructured $140M in senior debt, stabilized occupancy and increased operating margin from (15%) to 27%.

45%

Stabilized NOI Increase

Case Study 03

Metropolitan Asset Restructuring

We were appointed by an institutional lender to oversee the rapid stabilization of a distressed mixed-use development. Through disciplined capital restructuring and operational oversight, we preserved asset value prior to a successful disposition.

$43M

Lender Value Protected

Lender & Operator Trust

Pivot did not just advise; they took immediate operational leadership during our transition. Their financial leadership stabilized our assets when we had no margin for error.

Managing Director, Private REIT

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