Our Services

Rubicon provides an integrated suite of services including real estate consulting, transaction management, construction advocacy, contract review, and portfolio management.

We deliver these services with unmatched efficiency and a strong value proposition by applying brokerage commissions paid to us by landlords and property sellers to pay for all the services delivered to you. The result is that all our services are provided at no charge to you.

Learn More

Our Services

Rubicon provides an integrated suite of services ranging including real estate consulting, transaction management, construction advocacy, contract review, and portfolio management.

We deliver these services with unmatched efficiency and a strong value proposition by applying brokerage commissions paid to us by landlords and property sellers to pay for all the services delivered to you. The result is that all our services are provided at no charge to you.

Learn More

Real Estate
Consulting

Real Estate
Transactions
Construction
Advocacy
Contract
Reviews

Reduce
Costs

Real Estate Consulting

Our consulting engagements are measured by the results we generate for our clients. To ensure success, we apply a uniquely disciplined approach, including best of class GIS mapping to align your real estate needs with your overarching business goals and to provide the ideal member experience.

Real Estate Transactions

Securing the optimal facilities–takes know-how. From market share building and workforce retention, to regulatory requirements and the nuances of a particular marketplace, we understand the unique parameters required for success

Construction Advocacy

The construction phase of a project is where the most dollars are at stake. For this reason, clients turn to us to vet and engage proven firms for expertise ranging from tenant improvement projects to ground-up construction. This service is rarely, if ever, provided specifically to the Credit Union industry leaving them to fend for themselves.

Contract Reviews

We personally review all documentation ranging from lease contracts, purchase and sale agreements, environmental studies, due diligence provider vetting and overall contractual review. Providing these services on our clients’ behalf greatly improves outcomes while reducing the time and costs associated with legal matters.

Reduce Costs

Rubicon offers a comprehensive continuum of services funded by brokerage commissions. Unlike the traditional industry model, where clients pay separately for each service, Rubicon streamlines costs by providing an expanded range of services at no additional charge. This approach enables clients to save on their overall real estate expenses while maximizing the value received for the same brokerage dollars typically paid to local brokers.