Research & Analysis
Rubicon's innovative research and analysis is powered by Rubicon Reveal, our proprietary technology platform. From market analytics and demographic modeling, to drive times and lease rates, our team uncovers the macro and micro information necessary for well-informed real estate decisions.
Introduction to Rubicon Real Estate Services
Corey Waite introduces how Rubicon combines market analysis consulting with the ability to uncover as many real estate opportunities in the marketplace as possible.
We will help determine what the optimal trade areas are to consider for a new branch, and then by calling on all of the brokers, developers, major retail groups, city officials, and individual property owners we are able to identify all of the on and off market properties that could work for the client.
Sale Leaseback Transactions: Understanding the Nuances
Corey Waite walks through the critical details that determine whether a sale leaseback transaction is structured in the client's best interest.
There are several key variables — including lease terms, cap rate environment, and buyer profile — that directly impact the outcome and must be carefully evaluated before moving forward.
Optimizing Your Headquarters Facility
Corey Waite discusses the unique process we go through to optimize our client's headquarters facility.
We will help determine how the existing facility can be better utilized and if a relocation is the best solution, what the optimal footprint is and where geographically that could be located.
How Rubicon Analyzes an Existing Branch Portfolio
Corey Waite discusses how we analyze and make recommendations to improve an existing branch portfolio.
There are three key reasons that directly correspond to why a branch is performing at a certain level.
Headquarters Analysis: Determine the Optimal Solution
Corey Waite discusses the analytical framework Rubicon uses to evaluate a client's headquarters and determine the most strategic path forward.
We will assess the current facility's efficiency, financial structure, and alignment with long-term organizational goals to identify whether optimization in place or a full relocation represents the best solution.
Sale Leaseback vs. Traditional Sale: Pros & Cons
Corey Waite breaks down the key differences between a sale leaseback and a traditional property sale, and how each option serves a different strategic objective.
We will help ownership understand the financial, operational, and tax implications of each approach so they can make an informed decision that best positions the organization for long-term success.
Sale Leaseback Analysis Model
Connor Riley walks through Rubicon's Sale-Leaseback Analysis Model, an Excel model built to help credit unions evaluate whether monetizing their owned real estate makes strategic sense.
The model combines NCUA call report data with a property-by-property valuation to produce a clear view of sale proceeds, net worth ratio improvement, and 15-year income impact, giving boards and executive teams the numbers they need to make an informed capital decision.
Office Space Efficiency Calculator
Connor Riley walks through Rubicon's Office Space Efficiency Calculator, an Excel model built to help credit unions evaluate how effectively their headquarters space is being used.
The model takes a department-by-department inventory of current footprint and ancillary spaces and compares it against a blank-canvas assessment of true needs, producing a clearer view of reconfiguration opportunities, relocation timing, and the right amount of space going forward.
Property Sourcing
Connor Riley walks through Rubicon's property sourcing process, which turns identified target trade areas into a full set of real estate opportunities by proactively contacting property owners via call, email, text, and mail to gauge willingness to sell.
Progress is reported to clients through an interactive map that shows both live opportunities and unavailable properties with the reason why, giving clients a true side-by-side view across trade areas so they can move on the strongest option available at that moment.
Rubicon Map Tutorial
Connor Riley walks through how to open and navigate Rubicon's map decks, the interactive GIS deliverable used to visualize markets and branch networks for clients.