Rubicon

Our Services

Rubicon provides a holistic set of services to credit unions ― real estate consulting, transaction management, construction advocacy, contract review, and portfolio management.

We deliver all these services with unmatched efficiency and a great value proposition by utilizing standard brokerage commissions to pay for all the services delivered to you, (the same amount a broker charges for their single service). *In some instances, the property owner pays our fee. That means our services are free 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 for credit unions – either employee-centric corporate properties or for member-facing branch properties – 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 REVIEW

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 in the credit union industry, 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 at no additional cost.

Contact Us

Email: info@rubicon-cre.com
Phone: +1 (213) 462-2810
Address: 505 S. Flower Street, Suite 71412 Los Angeles, CA 90071

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