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Rubicon is dedicated to helping institutions nationwide make informed real estate decisions – providing the strategic guidance needed to plan, secure, and fully optimize portfolios for today and the future.
Our Advisory Services
Branch
Expansion
As financial institutions seek to grow their businesses, branch expansion remains a key strategic consideration. Well-located branches enhance client and member access while also delivering a strong “billboard effect” within the market. Rubicon helps institutions identify and evaluate optimal locations for new branches using data-driven analysis and proven methodologies.
Portfolio Optimization Analysis
Every institution has underperforming branches. Rubicon’s Portfolio Optimization Analysis identifies the root causes of underperformance and delivers actionable recommendations grounded in more than 30 years of branching experience. Our non-commissioned structure ensures that all recommendations are unbiased and aligned solely with what is best for the client.
Sale Leaseback &
Key Asset Sales
Many organizations with real estate holdings are reevaluating ownership as the best use of capital. Rubicon advises clients on the optimal approach, whether long term retention, sale leaseback transactions, or asset sales paired with relocation, providing data driven analysis and transaction execution to maximize value and flexibility.