Kennedy Advisors - Public Finance Intermediaries

Tenant Advocacy - Public Finance - Developer/Owner Services - Global Reach - Fees


	Kennedy Advisors serves as public finance intermediaries to help companies secure the maximum amount of help available from the public sector. That help has amounted to over $185,000,000 so far. The form of help can be loans, loan guarantees, grants, sale leaseback's and a wide variety of tax breaks.
	Ironically, Kennedy Advisors has found that many middle market corporations as well as private equity firms and investment bankers serving that sector do not adequately pursue this source of funding. That is a missed opportunity because the infusion of government loans and other incentives will reduce the overall cost of capital and the on-going operating costs of a company. Kennedy Advisors generally functions on a success fee basis. We investigate what strategic corporate initiative is being considered and within a week provide a no-charge report on the public finance implications of that decision. At that point, if we have identified sufficiently attractive government programs, we ask for an Engagement Letter. top

Because of our combined 34 years in Tenant Representation we are equipped with a depth of understanding about tenants and buyers needs. We also have learned how to find the soft spots in landlords positions to enable us to negotiate the kind of overall terms that add up to “a winning deal”.

Managing Rising Costs
Clients recognize our ability to forecast costs and thorough lease review and negotiation process; with attention to full life cycle risk management, overall costs, flexibility and exit strategies.

Services Beyond the Transaction
Besides typical transaction services, we also offer broad expertise in identifying and securing Business and Economic Tax Incentives, Public Finance and Grants.

Building Upon Demonstrated Success
Combining business savvy, broker expertise and a consultative approach, we focus strategically on the unique goals and challenges of each client’s business. We provide due diligence more associated with management consulting firms. More than 95% of our clients would recommend and use us again!

Site Selection
Loren Kennedy has conducted site selection advisory services in twenty states and Mexico. Projects have involved customer service centers, manufacturing plants, headquarter offices and distribution centers. All have also involved public finance and incentive negotiations. The overall scope of these services as largely customized to the clients situation. However, recurring elements of analysis in this service line include workforce cost, profile and availability; tax structures; Locations of competitors; incentive policies; public assistance level for recruiting, training and permitting; real estate availability and cost; infrastructure issues, transportation situation and more.

Kennedy Advisors provides Real Estate owners or developer’s benefits by complimenting their existing team, serving to fill gaps in resources such as:

Property Acquisition
Representing an “undisclosed principal”, we aggressively facilitate assemblage or acquisition of properties without identifying our principle. Developer clients have found this advantageous in situations where disclosure may intensify perceived valuation of a property or yield other negative consequences. Often this process entails an exceptionally detailed search and evaluation process to generate the most beneficial results.

Marketing Strategy/Leasing
Though assisting owners to market or lease their properties is not our core focus; we do relish assignments that other firms might consider too difficult. That can include a property that is entering a new market, a turn-around situation or one involving an economic development project.

Public Finance
Acting as both advocate and early stage negotiator, we help developers identify and capture the potential public finance assistance that can include municipal, state and/or federal grants and other incentives.

Team Assemblage
We assist developers in assembling the resources for their projects. That has included core team members such as architects, appraisers, contractors and attorneys and others such as project managers, environmental consultants and subcontractors. We also help in evaluating candidates and negotiating their service contracts.

Sale/Leaseback Brokerage
For property owners seeking to unlock capital tied up in facilities, a sale/leaseback can create a cash infusion or other company needs. Kennedy Advisors helps structure the offering package and sets up a competitive situation among national investors to maximize our client’s asset value.

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Loren Kennedy has been elected Chair of the Carolinas Chapter for the 2011-2012 term. He served in that role previously in 2003 -2004.

CRE, The Counselors of Real Estate is a 1,100 member by invitation only U.S. Based professional organization. There are over 100 CRE disciplines represented. Practice areas include site selection, Real Estate Tax Appeals, M&A Due Diligence, 1031 Exchanges and Highest & Best Use Analysis.