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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
A growing number of companies with real estate portfolios are recognizing that ownership may not always be the best option. Rubicon supports clients in identifying the most effective strategies, including long-term holding, sale leaseback arrangements, and sales with relocation options.