Stuck between a property manager and a full-time hire
You own three, five, maybe eight commercial properties. The day-to-day operations are covered. But the lease expiring in eight months, the lender covenant you haven't checked, the CapEx reserve you keep deferring — nobody is watching any of it.
The institutional advisory firms serve billion-dollar portfolios. A full-time asset manager costs $150,000 a year before benefits. And your property manager is focused on keeping tenants happy, not on growing the value of what you own.
That gap — between informal ownership and institutional management — is exactly where value gets left on the table. Cohort Equity closes it.
Institutional discipline.
Personal relationship.
Flexible engagement.
Month to Month
A dedicated research operation on retainer for active deal hunters and aspiring owners. Up to 10 Market Intelligence Reports per month — CBRE, JLL, Cushman & Wakefield, Avison Young, and CoStar data synthesized into clear acquisition analysis. Professional guidance from David Lee, MSRE included. Month-to-month, no commitment minimum.
Quarterly Retainer
Ongoing asset management across 2–3 commercial properties. Monthly institutional-quality reporting, vendor oversight, lease renewals, lender relations, and strategic guidance. The institutional layer your portfolio needs — without the cost of a full-time hire.
Annual Engagement
The most personal, highest-touch engagement. Covers active acquisitions and transactions, disposition support, refinancing preparation, AND ongoing management of existing holdings — or any combination. Scope and pricing are negotiated once we understand your portfolio. The range is an invitation to a conversation.
From first conversation
to ongoing partnership
Discovery Call
We talk about your portfolio, your goals, and where things currently stand. No obligation, no pitch. We want to understand the situation before proposing anything.
Market Intelligence
We aggregate data from the same sources your lender and the major brokerages use, then apply AI-assisted synthesis to deliver clear, decision-ready analysis — no raw data, no jargon.
- CBREQuarterly market reports
- JLLMarket dynamics & submarket trends
- Cushman & WakefieldSubmarket data
- Avison YoungTransaction intelligence
- CoStarComp data & property analytics
Retainer Engagement
Based on your goals and our discovery call, we agree on the right service tier and scope. No long-term lock-in. You stay in full control — Cohort Equity handles the institutional layer.
Monthly Reporting + Strategic Oversight
Institutional-quality monthly reporting (the kind sent to LP investors), proactive lease and capital guidance, and direct access to David Lee, MSRE — not a junior associate. Your portfolio gets managed the way institutional owners manage theirs.
One lease renewal negotiated at market on a 5,000 SF flex unit adds $200,000–$350,000 in asset value.
The advisory retainer pays for itself many times over in Year 1 — from a single conversation we have on your behalf.
The practitioner
in your corner
"I've spent over two decades making capital decisions in real assets — not advising from the sidelines, but doing the work. That's what Cohort Equity brings to every client relationship."
Cohort Equity Real Estate Partners was founded by David Lee, a real estate asset manager and private equity executive with over 22 years of experience spanning auditing, investment management, private equity, and executive leadership across Jamaica, the Caribbean, and the United States.
David holds a Master of Science in Real Estate (Asset Management) from NYU Schack Institute (GPA 3.83) and a BBA from Baruch College. As Asset Manager and Director at LEANCO Ltd, he managed a multi-asset commercial real estate portfolio. As Founder and CEO of Dryva Mobility Ltd, he built and scaled a multi-site operation from the ground up.
He has served as CEO at Mundo Finance (NCB Financial Group), Chief Commercial Officer at Amber Group, and served on the boards of Jamaica Mortgage Bank and ISP Finance Services — institutions where real capital and real accountability are on the line.
Cohort Equity clients don't get a generalist consultant. They get a practitioner who has managed assets, structured capital, and operated businesses — and who brings the same rigor to a 5-asset portfolio as to a $50M institutional mandate.
Three types of owner.
One common problem.
The Small Landlord
You own 3–8 commercial properties — industrial flex, strip retail, small office. You have a property manager. But nobody is looking at your portfolio the way an asset manager would: lease strategy, NOI benchmarking, lender covenants, CapEx reserve. That's the gap.
The Local Family Office
You have $5–$20M in real estate but no dedicated in-house real estate expertise. You rely on brokers for advice that's inherently conflicted. You want LP-quality reporting, independent strategic oversight, and an advisor whose only interest is the performance of your portfolio.
The Diaspora Property Owner
Whether you're in the US or still in the Caribbean, you need a trusted advisor who can identify the right opportunities, execute on your behalf, and manage what you own with institutional discipline. No conflicted brokers. No guesswork. Someone who understands your context, your goals, and the distance between where you are and where your assets are. We come from the same community. We speak the language — literally and professionally.
Institutional tools.
Independent judgment.
Most private landlords get advice from brokers working on commission or accountants working from last year's numbers. Cohort Equity operates differently — with the same data infrastructure used by the largest institutional investors in commercial real estate, combined with AI-assisted research and analysis that compresses weeks of work into hours.
The same data the biggest landlords use — synthesized for your decision
Cohort Equity aggregates intelligence from the institutional sources that major lenders, brokerages, and investors rely on — CBRE, JLL, Cushman & Wakefield, Avison Young, and CoStar. No single source tells the complete story. Together they deliver a multi-perspective picture of your market: quarterly research, submarket trends, transaction intelligence, and comp data — cross-referenced and synthesized.
Most private owners never see this research because it's expensive, fragmented, and requires expertise to interpret. We aggregate it, apply AI-assisted synthesis, and deliver it as clear, decision-ready analysis specific to your property or submarket.
Better analysis, faster — without compromising judgment
We use AI openly and deliberately. Trained models help us process large volumes of lease data, market reports, and financial information faster than any individual could manually — which means your monthly reports are more thorough, your diagnostics are more detailed, and your recommendations are grounded in more data points than a traditional advisory engagement would produce.
What AI does not replace is judgment. Every analysis is reviewed, interpreted, and signed off by David Lee — a practitioner with 22+ years of experience making capital decisions in real assets. The technology compresses the research. The expertise drives the recommendation.
Everything you need to know
before the first call
What is fractional CRE asset management?
It means hiring a senior real estate asset manager on a part-time retainer — giving you institutional-grade portfolio management without the cost of a full-time hire. Cohort Equity serves as your retained asset manager for monthly reporting, lease strategy, lender relations, and CapEx planning across your commercial properties in Orlando.
Who does Cohort Equity serve?
We serve three types of private commercial property owners in Orlando: small landlords with 3–8 industrial flex, strip retail, or small office assets; local family offices with $5–$20M in real estate who want independent strategic oversight; and immigrant and diaspora-background owners — particularly from the Jamaican and Caribbean community in Central Florida — who want to professionalize their portfolios without losing control.
What areas of Orlando does Cohort Equity cover?
Our primary focus is Orlando's SR-429 industrial flex corridor — Ocoee, Apopka, and Winter Garden — one of the fastest-growing commercial real estate markets in the Southeast. We also serve owners across the broader Orlando metro including Kissimmee, East Orlando, and Downtown Orlando.
What is included in Acquisitions Support?
Acquisitions Support is a month-to-month retainer at $850/month with no commitment minimum. It includes up to 10 Market Intelligence Reports per month — institutional data from CBRE, JLL, Cushman & Wakefield, Avison Young, and CoStar synthesized into clear, decision-ready analysis — plus professional guidance from David Lee, MSRE on each acquisition decision. This is not just AI output; David reviews every report and is available to guide your strategy.
How is Portfolio Manager pricing determined?
Portfolio Manager pricing ($6,000–$10,000+ per month) is negotiated once we understand the scope of your portfolio — number of properties, transaction activity, and whether you need help with acquisitions, existing portfolio management, or both. The range is intentionally broad because every portfolio is different. Book a discovery call and we'll build a proposal based on what your situation actually requires.
See exactly what
institutional-grade analysis looks like
A real Market Intelligence Report produced for an actual Orlando industrial property — the same CBRE market context, CoStar comp data, and AI-synthesized analysis our clients receive. See the standard before you engage.
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Your details are used only to deliver this report and follow up on your inquiry. We do not sell or share your data.
Stop leaving value
on the table.
Book a free 30-minute discovery call. No obligation. David will ask the right questions, listen carefully, and share exactly how Cohort Equity can add value to your portfolio.