REAL ESTATE PATHFINDER™

"Why Before Where"
1. Define Your Why
A. What's Not Working Today?
1
2
3
B. What outcomes do we wish our Real Estate would unlock for our Business?
1
2
3
C. If we fix these issues and achieve these outcomes, our Real Estate would help us:
1
2
3
2. Compare Your Paths
Stay the Course / Incremental Expansion
Purchase Existing Building
PE Firm Buys + Leaseback
New Location / New Construction
PATHFIT VALUES
Business Advantage
Does this path help us do our core work better, faster, or more effectively?
Control & Clarity
Does this let us stay in control of key choices — timing, space, and future flexibility?
Financial Sense
Does this use our money wisely and strengthen our financial position over time?
Ease and Execution
Can we make this happen smoothly and run it without unnecessary hassle or risk?
People and Purpose
Does this feel true to who we are and energize our team and partners?
Future Fit
Will this still serve us well as we grow, change, or face new challenges ahead?
3. Draft Your Project Purpose
To secure a
(Type of Facility)
facility that fixes
(what it fixes)
and unlocks
(what it unlocks)
© 2025 Avocat Group LLC | CRE ClarityKit – Version 1.0 (August 2025)