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.

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.

Real Estate
Consulting

Real Estate
Transactions
Construction
Advocacy
Contract
Reviews
Portfolio
Management

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.

Portfolio Management

On the strength our decades of experience, we take a holistic approach to helping clients make well-informed decisions. From analysis of individual locations to long-term portfolio optimization, we offer strategic planning and workplace consulting to optimize your operations and investment.