Where Strategy Meets Execution
We deliver integrated advisory and brokerage services that build competitive advantage through climate-resilient transactions and strategic sustainability integration—unlocking hidden value while future-proofing your portfolio.
Services
Client Outcome:
Acquire climate-resilient properties with clear sustainable value creation pathways and avoid costly post-closing surprises.
Transaction Services:
- Property sourcing and market analysis
- Acquisition negotiation and execution
- Due diligence coordination
- Closing management
Integrated Sustainability Advisory:
- Climate risk assessment of target properties
- Regulatory compliance exposure analysis
- Energy performance and operational cost evaluation
- Hidden capital expenditure identification
- Green financing eligibility and structuring
- Post-acquisition value enhancement roadmap
Client Outcome:
Achieve premium valuations through strategic ESG positioning, accelerate time to sale, and attract expanding pool of sustainability-mandated buyers.
Transaction Services:
- Market positioning and pricing strategy.
- Marketing and buyer outreach.
- Negotiation and transaction management.
- Closing coordination.
Integrated Sustainability Advisory:
- Pre-sale sustainability enhancement recommendations.
- ESG/Sustainability narrative and marketing positioning.
- Target buyer identification (sustainability-focused investors).
- Premium valuation justification through performance data reports.
Client Outcome:
Secure workspace that supports corporate sustainability goals and reduces operating costs through efficiency.
Transaction Services:
- Space needs assessment and requirements planning.
- Market survey and site selection.
- Lease negotiation and execution.
- Occupancy coordination.
Integrated Sustainability Advisory:
- Sustainable building identification and analysis.
- Energy performance and operating cost evaluation.
- Green lease clause negotiation and integration.
- Building climate risk assessment.
- Alignment with corporate sustainability commitments.
Clear understanding of portfolio performance and risk exposure, prioritized roadmap for compliance and value creation, and framework for ongoing monitoring.
Deliverables:
- Baseline Performance Assessment: Energy, water, emissions benchmarking across all assets.
- Regulatory Compliance Analysis: Gap analysis for market specific regulations and other mandates with timeline.
- Climate Risk Mapping: Physical and transition risks by asset with financial impact modeling.
- Opportunity Identification: Capital-efficient improvements ranked by ROI.
- Financial Modeling: Energy savings, green financing benefits, valuation impact.
- Implementation Roadmap: Phased action plan with budgets, timelines, and vendor recommendations.
- Reporting Frameworks: Investor-grade disclosure and performance reports.
Client Outcome:
Understand climate exposure before it impacts valuations or insurability, protect long-term asset values, and make data-driven capital allocation decisions.
**Can be performed for a specific asset or entire portfolio**
Deliverables:
- Physical Risk Assessment: Flood, heat, wildfire, and wind exposure.
- Transition Risk Analysis: Regulatory exposure, stranded asset evaluation, market demand shifts.
- Financial Impact Modeling: Valuation adjustments, insurance implications, required capital investments.
- Adaptation Strategies: Asset-specific resilience recommendations with cost-benefit analysis.
- Resilience Scorecard: Risk ratings and prioritized action plan for highest-risk assets.
Client Outcome:
Achieve regulatory compliance and carbon reduction targets cost-effectively and gain competitive advantage through early compliance and implementation.
Deliverables:
- Emissions Baseline & Projections: Scope 1, 2, and 3 inventory with business-as-usual trajectory.
- Regulatory Requirements Mapping: Compliance timelines and capital requirements by jurisdiction.
- Decarbonization Scenarios: Multiple pathways to achieve targets (50%, 75%, net-zero) with trade-off analysis.
- Asset-Specific Implementation Plans: Building-by-building strategies with electrification, efficiency, and renewables.
- Financial Analysis: Total capital requirements, operating cost impacts, green financing opportunities, ROI analysis.
- Governance Framework: Organizational structure, milestones, KPIs, and stakeholder reporting.
For clients seeking continuous support:
Essential Tier:
- Quarterly performance monitoring and reporting.
- Regulatory update alerts.
- Ad hoc consultation (5 hours/month)
Growth Tier:
- Monthly monitoring and strategy check-ins.
- Unlimited regulatory consultation.
- Two complimentary pre-acquisition due diligence reports annually.
Institutional Tier: (large portfolios, REITs, PE Firms)
- Dedicated advisor relationship.
- Unlimited consultations and board-level reporting.
- Custom research and market intelligence.
Client Outcome:
Make informed development decisions with sustainability value quantified, position projects for green financing and premium valuations, avoid regulatory pitfalls.
Deliverables:
- Site Assessment: Climate risk, environmental conditions, transit access, renewable energy potential.
- Green Building Strategy: Certification pathway (LEED, ENERGY STAR, Living Building Challenge), performance targets, net-zero feasibility.
- Regulatory Compliance Roadmap: Building codes, performance standards, incentive eligibility, entitlement strategy.
- Financial Pro Forma: Construction premiums, operating savings, revenue premiums, green financing benefits, lifecycle ROI.
- Go/No-Go Recommendation: Sustainability-integrated feasibility with optimal green building approach.
Client Outcome:
Transform underperforming assets into market leaders, access green financing for renovations, achieve premium valuations and rents through sustainability.
Deliverables:
- Building Performance Baseline: Current energy, water, and carbon footprint with benchmarking
- Retrofit Opportunity Analysis: Envelope improvements, systems upgrades, electrification, renewables
- Carbon Reduction Scenarios: Multiple retrofit depths (20%, 50%, 80%+ reduction) with cost-benefit analysis
- Financial Modeling: Capital requirements, operating savings, green financing eligibility, impact on property value
- Development Roadmap: Phased approach with timeline and vendor recommendations
Client Outcome:
Achieve planned certifications, access permitting incentives, avoid rework and change orders, deliver assets positioned for operational efficiency and market premium.
Services:
- Certification Strategy & Planning: Optimal certification level and pathway based on project goals and budget
- Documentation & Submission Management: Registration, design review, construction review, final certification
- Permitting & Zoning Support: Green building code compliance, sustainability incentive applications, entitlement strategy
- Contractor Coordination: Green building education, material procurement oversight, sustainable construction practices
- Commissioning Oversight: Systems performance verification and optimization
- Performance Verification: Post-construction testing and certification achievement
Client Outcome:
Ensure planned sustainability performance is achieved, meet certification requirements, protect against contractor shortcuts, deliver assets ready for premium positioning.
Services:
- Sustainability Quality Assurance: Regular site inspections, material verification, construction practices monitoring
- Performance Verification: Energy modeling updates, systems commissioning, building envelope testing
- Waste & Emissions Management: Construction waste diversion programs, embodied carbon tracking
- Green Building Compliance: Documentation for certifications, contractor coordination, submittal review
- Owner Representation: Advocate for sustainability goals throughout construction process
Frequently Asked Questions
Traditional brokers focus solely on transactions without sustainability expertise. Sustainability consultants provide strategy but can't execute deals. Zelyx integrates both—we're licensed brokers with deep sustainability credentials, so sustainability drives every transaction and every recommendation is backed by financial analysis and market execution capability.
No. Our integrated model means you get both. When we represent you in a transaction (buy-side, sell-side, or tenant rep), sustainability advisory is built into the service at no additional cost. For portfolio strategy work unrelated to active transactions, we provide standalone advisory services. Many clients use us for both—advisory work on their existing portfolio and transaction services when they're buying or selling.
We work across all major commercial property types: multifamily, industrial, office, and retail. Our ESG expertise applies universally, though specific strategies vary by asset class. For example, multifamily focuses heavily on energy efficiency and tenant wellness, while industrial emphasizes solar integration and supply chain resilience.
We provide transaction and advisory services to domestic clients nationwide. For international clients or properties, we provide advisory services globally.
We have two revenue models:
Transaction Services (Buy-Side, Sell-Side, Tenant Rep): Standard commission-based structure paid at closing.
Advisory Services (Portfolio Strategy, Climate Risk, Development): Project-based fees depending on scope and portfolio size. We also offer monthly retainer programs for ongoing strategic partnership.
If you engage us for both transaction and advisory services, we offer integrated pricing with discounts on standalone advisory work.
Short answer, no. However, our clients care about value, risk management, and competitive positioning—sustainability is the lens through which we optimize all three. Whether you're mission-driven or purely returns-focused, ignoring climate risk and regulatory trends puts your investment at risk. We work with clients across the spectrum, from impact investors to opportunistic funds, because smart real estate strategy now requires sustainability fluency.
That's exactly where we add the most value. Every property has sustainability risks and opportunities—our job is to quantify them. For buyers, we identify what it will cost to bring a property into compliance and whether green financing can offset those costs. For sellers, we show you the highest-ROI improvements to make before sale (often low-cost operational changes) and how to position the property's sustainability story even if it's not LEED-certified
If you have an internal sustainability team or consultants focused on operations—we bring transaction expertise and market intelligence they lack. We're happy to collaborate with existing advisors and focus on the real estate and capital markets aspects.
Essential: Best for smaller portfolios (1-4 assets) needing ongoing monitoring and regulatory updates. Includes quarterly reporting and 5 hours of monthly consultation.
Growth: For mid-sized portfolios (5-10 assets) with active sustainability initiatives. Includes monthly check-ins, unlimited regulatory consultation, and two free pre-acquisition reviews per year.
Institutional: For large portfolios, REITs, or major developers needing dedicated advisory support. Includes board-level reporting, custom research, and priority access to transaction services.
The earlier the better—ideally during initial feasibility. Our Development Feasibility & Sustainability Integration service helps you make go/no-go decisions with sustainability costs and benefits quantified from day one. This prevents costly redesigns later and positions the project for green financing from the start. That said, we can add value at any stage, including retrofits of existing buildings.
Absolutely. Our Carbon Reduction & Retrofit Strategy service is specifically designed for existing building repositioning. We analyze current performance, model multiple retrofit scenarios (from light operational improvements to deep energy retrofits), prioritize investments by ROI, and help you access green financing for the work.
We provide advisory and oversight, not general contracting services. Our Construction Oversight service includes site inspections, quality assurance, certification documentation management, and owner representation to ensure sustainability goals are met. We coordinate with your architect, general contractor, and consultants—acting as your advocate to ensure green building commitments are delivered. For clients wanting full project management, we can recommend trusted partners.
Choose Transaction Services if you're:
- Actively buying, selling, or leasing property in the next 6–12 months
- Looking for a broker who integrates sustainability into deal execution
Choose Advisory Services if you're:
- Managing an existing portfolio and need ESG/sustainability strategy
- Facing regulatory compliance deadlines (LL97, BERDO, etc.)
- Planning a development or major retrofit
- Needing to report ESG/sustainability performance to investors or stakeholders
- Concerned about climate risk exposure
Choose Both if you're:
- Acquiring or developing assets AND need portfolio-level sustainability strategy
- Selling assets AND want to optimize your remaining portfolio
- Growing through acquisitions AND managing existing holdings
Many clients start with one service and add the other as needs evolve.
For Transaction Services:
- Investment criteria or sale objectives
- Property details (if identified)
- Timeline and urgency
- Any specific sustainability requirements from investors or stakeholders
For Advisory Services:
- Portfolio overview (number of assets, locations, square footage, types)
- Current sustainability initiatives or challenges
- Regulatory concerns or deadlines
- Investor or board ESG/sustainability expectations
- Budget parameters