CRECO Services · Texas Commercial Real Estate
Investment Advisory
Underwriting, market intelligence, and portfolio strategy for Texas commercial real estate investors — from first acquisition to multi-property portfolio.
Smart Texas commercial real estate investors don't buy on cap rate alone. They buy on a defensible thesis built from current submarket comps, tenant credit analysis, mark-to-market upside, lease rollover risk, capex backlog, and disposition path. CRECO brings that level of underwriting rigor to every engagement, whether you are an entrepreneur evaluating your first acquisition or a family office pacing through your tenth deal.
Our investment advisory practice spans every Texas market and asset type. We work with private investors, family offices, real estate operators, and high-net-worth individuals deploying $1M to $50M in Texas commercial real estate. Many of our clients have 5 to 50+ property portfolios, and we are deeply engaged in the strategic decisions that compound returns: which assets to hold, which to reposition, when to dispose, where to redeploy 1031 proceeds.
We also bring deal flow. Through 15+ years of Texas commercial real estate relationships, our network sees off-market acquisition opportunities that never hit LoopNet, CoStar, or Crexi — including family-office portfolio dispositions, owner-operator retirements, and quiet auction processes. When you engage CRECO as your investment advisor, you tap that network.
Service Scope
What's Included
Every investment advisory engagement includes the full scope of services below — calibrated to the specifics of your assignment.
- Acquisition underwriting and pro forma modeling on every property you evaluate
- Market and submarket comp analysis using current Texas transactions, not stale CoStar data
- Tenant credit and lease audit (rent roll review, mark-to-market analysis, expense recovery)
- 1031 exchange identification within the 45-day window — including up-leg coordination
- Cost segregation and bonus depreciation strategy with your CPA
- Opportunity Zone qualification analysis on eligible Texas properties
- Hold/sell/reposition recommendations on existing portfolio assets
- Off-market deal sourcing through our Texas owner and broker network
- Disposition strategy: BOV, marketing, buyer targeting, negotiation to close
Our Process
How a Investment Advisory engagement works
Investment Thesis
We start with what you're trying to achieve — yield target, hold period, risk tolerance, asset-class preference, geographic preference. Without a thesis, "good deals" become noise.
Sourcing
We surface acquisition opportunities matched to your thesis — both market listings and off-market through our Texas network. You see deals before they hit the broader market.
Underwriting
For every shortlist deal, we deliver a written underwriting memo: pro forma cash flows, exit assumptions, sensitivity tables, key risks, and a buy/no-buy recommendation with reasoning.
Diligence & Close
Once you're under contract, we coordinate the full diligence team: lender, attorney, environmental (Phase I/II), surveyor, inspector. We track every diligence deliverable through close.
Asset Management
After close, we transition into ongoing asset management — quarterly portfolio reviews, lease administration, capex planning, and disposition timing analysis.
Who This Is For
Use Cases
First-time CRE investors
Buying your first commercial property — typically a small retail strip, office condo, or single-tenant net-lease. We'll underwrite the deal, walk you through risks, and structure financing.
Active investors
Family offices and real estate operators acquiring 2-5 Texas commercial properties per year. We become an extension of your acquisitions team.
1031 buyers
You've sold a property and have 45 days to identify replacement. We move fast, surface qualified Texas options, and get you under contract.
Portfolio repositioners
You own 10+ properties and want to redeploy capital — selling underperformers, acquiring better assets, restructuring debt. We run the strategy.
People Also Ask
Investment Advisory FAQ
What does CRECO charge for investment advisory?+
Can you help with a 1031 exchange?+
How do you find off-market deals?+
Do you help with debt placement?+
What size deal do you work?+
Explore More
Related Services
Leasing & Sales
Owner-side leasing and sales across retail, industrial, office, flex, and land. Marketing, negotiation, diligence to close.
Tenant Representation
We work for tenants — never landlords on the same deal — to find the right Texas commercial space at the right terms.
Property Development
From conceptualization through completion — site selection, entitlements, and construction.
Talk to a CRECO principal
No-pressure consultation. We'll listen first and recommend an approach — even if that means pointing you somewhere else.