You’ve probably seen the headlines: a wave of commercial real estate loans are maturing soon. But here’s what we’re also seeing on the ground, a lot of property owners are facing expiring tenant leases in the same 6 to 18-month window as their loan maturity.

It’s a tough spot to be in. But it’s also something we’re actively helping clients strategize around. If this sounds like you, here are a few of the key questions we walk through with owners:

A recent article in the Portland Business Journal highlighted some great tools to help small businesses boost productivity; CRM platforms, AI integrations, marketing systems. All valuable tools. But one critical piece was missing from the list: solid accounting processes and systems.

As someone who’s worked with business owners for over 15 years as both a CPA and now as a commercial real estate advisor; I’ve seen firsthand how proper accounting isn't just about taxes or recordkeeping. It's one of the most powerful tools a business can have for making strategic, profitable decisions including when it comes to growth, investing, or acquiring real estate.

It’s April 15^th..aka Tax Day and if you’re a business owner feeling the sting of writing that check to the IRS, you’re not alone.

What many don’t realize? Owning your commercial building could be one of the most powerful tax strategies out there.

If you’re paying rent and still have a big tax bill at the end of the year….it might be time to explore ownership.

The right property could help you:

• Build long-term wealth

• Lock in predictable occupancy costs

• AND reduce your tax liability

And no, you don’t need to be a tax expert or a millionaire to do it.

When it comes to finding the right space for your business, one of the biggest decisions you'll make is whether to own or lease. Each option has its advantages and understanding them can help you make a smart, strategic choice for your future. There’s no universal answer to this question; your decision should reflect your business goals, financial situation, and growth trajectory. Leasing offers agility and lower risk while ownership provides long-term stability and investment potential.

Growing up, I always loved math and numbers. There was something about the logic and structure that just made sense to me. But along the way, I realized what I loved even more—helping people understand those numbers in a way that actually empowers them to make better decisions.