STRATEGIC WORKOUT ADVISORY

Complex Commercial Real Estate

CASE advises borrowers, sponsors, counsel, and sophisticated counterparties in high-stakes distressed debt and restructuring matters — where timing, judgment, and execution determine the outcome.

We are a selective, senior-led firm retained for consequential situations involving complex commercial real estate debt. Our engagement signals to all parties that the borrower is prepared, disciplined, and negotiating from a position of informed strength.

WHAT CASE DOES

Adjacent Platform Capabilities

CASE also operates across principal investing and innovation initiatives, but our advisory work stands on its own. Those adjacent capabilities deepen our market perspective without changing the independence, discipline, or conflict sensitivity required in advisory engagements.

Who Retains CASE

  • Borrowers and sponsors facing cash flow issues, maturity default, covenant stress, or active lender pressure

  • Litigation counsel and transaction counsel seeking subject-matter advisory and principal negotiation support

  • Sophisticated parties evaluating complex restructurings, recapitalizations, and special situations

What Distinguishes CASE

  • Senior-led execution from the outset

  • Underwriting‑level diligence, not just negotiation theater

  • Selective engagement on consequential matters

  • Experience that spans workouts, litigation support, structured finance, and distressed opportunities


CASE is a senior-led advisory firm focused on complex commercial real estate debt, restructurings, and other consequential special situations. We advise borrowers, sponsors, counsel, and sophisticated counterparties when the stakes are high, the facts are messy, and the outcome turns on preparation, leverage, and execution.

Our work begins with a plan, not improvisation. Before we pick up the phone to a lender, we re‑underwrite the asset, the capital stack, and the loan documents as if we were sitting on the other side of the table. That preparation lets us map the lender’s likely perspective, recovery options, and internal constraints, then translate it into a practical path for the borrower. We rely on analysis and strategy first — talent and relationships matter, but they are never a substitute for a disciplined plan.

We are selective, direct, and senior-led. Clients retain CASE for clear judgment, rigorous analysis, and candid advice delivered while there is still time to change the outcome. We do not sell optimism, chase all‑or‑nothing strategies, or confuse relationships with leverage. Above all, we never outsource critical thinking — our counsel is designed to age well. Learn more about our advisory process