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Consulting Practice

Managing change starts with partnering.

Success requires planning, flexibility, effort and collaboration—which is why Situs is a first-call consultant in finance. Situs consultants understand what it takes to grow sustainably during booms and yet prosper during market downturns. The strategies we develop and execute help our clients thrive in every market climate and every region.

 

Knowledge Base

Thirty years of insights, information and know-how, acquired across multiple cycles in diverse circumstances while working with most participants in both debt and equity, comprise the Situs Knowledge Base. The strategies our people recommend, the processes they design and the zero-learning-curve solutions they implement create opportunities and reduce risk for clients, holistically. Clients call this our chief brand asset.

Collaboration for Success

Situs’ project consulting team is deeply collaborative, flexible and responsive. We are risk-absorbers, providing the human capital clients need at their site without bloating permanent payroll. Our approach is consistently transformational rather than transactional, hands-on rather than theoretical. Partnering with Situs means your mission-critical becomes our mission-critical.

From Analysis to Implementation

Review, design, and implement—this is the problem-solving protocol of Situs’ project consulting team. Our leaders leverage more than 30 years of real estate and consulting experience to understand business challenges and design targeted solutions. Then, they leverage a seasoned team to make sure the solutions are implemented, the challenge is overcome, and the opportunity is realized.

Work with 9 of the top 10 Banks

Work with 6 out of the top 10 Private Equity Real Estate firms

Over $160 Billion of Assets under Management

Fair value reporting of more than $100 Billion of loans quarterly

Project management for commercial loans servicing system conversion

CCAR/DFAST top to bottom project management support

solutions

Risk Management & Analytics

Risk Management & Analytics

Analysis of firm’s risk profile and mitigation capabilities.
Risk identification, recommendations, implementation, and oversight
Assessments at loan or portfolio level

Strategic Outsourcing

Strategic Outsourcing

Flexible staffing solutions for clients, on-shore, off-shore, on-site, and off-site

Data Process Consulting

Data Process Consulting

Design and implementation of data processing strategies

Program and Project Management

Program and Project Management

Flexible and scalable solutions that span across the lifecycle of the project:
- PMO Set-up and Operation
- Governance & Controls
- Systems Testing
- Change and Stakeholder Management
- Communication Strategy/Reporting
- Knowledge Transfer

Lending Process Reviews

Lending Process Reviews

Review lending process for accuracy and efficiency

Fairness Opinion

Fairness Opinion

Offer evaluation on fairness of M&A, acquisition, privatization, etc.

Litigation Support

Litigation Support

Provide expert advice on a variety of financial and real estate legal matters

Finance and Accounting

Finance and Accounting

Supporting our clients with:
- Finance Transformation
- Business as Usual' needs and ad hoc demands to meet all regulatory & financial reporting requirements
- Product control
- Technical accounting initiatives
- Process design and optimization

New Lending / Product Advisory

New Lending / Product Advisory

Analysis of feasibility for clients’ potential financial products

Risk, Audit, Compliance and Regulatory Change

Risk, Audit, Compliance and Regulatory Change

Deploy teams to assist with:
- Regulatory change, compliance and remediation
- AML/KYC and Financial Crime
- Internal audit across all functions and disciplines
- Risk Management

News & Insights

Case study

Convertible Bond Case Study

Convertible bond offering to finance a large real estate portfolio of commercial and residential units was thoroughly reviewed by Situs and processed successfully for 150% return.

Case study

Loan Sale Case Study

European bank was able to exit challenging loan by leveraging Situs' underwriting as well as capital markets group to source buyers.

Press Release

Nick Rudenstine Joins Situs as President and COO

Situs, the premier global provider of strategic Real Estate business solutions for the Financial Services industry, today announced that Nick Rudenstine joins Situs as President and Chief Operating Officer (COO). In this role, Mr. Rudenstine will have direct oversight of Situs’ business lines globally and will manage key functions throughout the firm.

CONTACT US

Warren Friend

Executive Managing Director
Head of Product Strategy and Strategic Client Development

212-294-1360

Warren.Friend@Situs.com

Tim Keast

Executive Managing Director
Loan Risk Advisory

+44 20 7220 1885

Tim.Keast@Situs.com

EUROPE TEAM

Disclaimer
Fairness Opinion and Litigation Support is provided by RERC (Situs RERC) an SEC-registered investment advisor. The firm handles no investment money, and thus acts only as an independent consultant or independent fiduciary.