Client Stories
Double Real Estate Portfolio
Strategic Intent
A multi-family residential real estate company with $1 billion in assets aimed to double its assets in the next five years, but the owners knew neither the current structure nor operations of their business could absorb the amount of growth they desired. We set out to create a strategy to exceed investor expectations while maintaining a family-feel culture that is the foundation of their success.
Our Work
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Although the organization excelled at finding and negotiating land deals, gaps in existing business systems and processes hindered workflow efficiency and inflated operating costs. Through the development of current-state process maps, we identified bottlenecks and immediate opportunities to streamline key business processes such as accounts payable. A comprehensive technology assessment pinpointed the need for new systems to sustain these improvements, resulting in significantly enhanced operations and performance management.
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BlüShift Strategy worked closely with the owners and management team to go from an ”ad hoc” management approach that had worked for years into a more structured and intentional framework. Revised job descriptions and decision rights were implemented, a leadership model with personal development plans was launched, and regular management interactions were established. The result was a more collaborative management team working together to achieve business goals and build a performance culture. As a result of our work with them, they have expanded into multiple new markets across the US positioning them for continued success.
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