Our Services

CRE Advisory Services

Why Choose CRE Advisory Services

In a volatile market, distressed deals need more than advice—they demand swift, strategic execution. Delays cost dearly.

Real-World Experience

30+ years and $11B+ in CRE transactions across workouts, restructures, and asset turnarounds.

Custom Strategies

No templates—just lender-aligned, data-driven solutions tailored to each asset and situation.

Trusted Industry Relationships

We’re connected to banks, servicers, and private capital—enabling faster deals, better terms, and trusted results.

End-to-End Execution

From loan review to restructuring, we manage it all—negotiating, repositioning, and maximizing performance.

Our Services

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Commercial Loan Workouts

Restructure with Confidence. Execute with Precision.
When a commercial loan approaches maturity or enters default, the right strategy makes all the difference. We specialize in crafting lender-aligned workout solutions that preserve value and avoid costly missteps. Our advisory process begins with a thorough diagnostic of your financials, loan documents, and asset performance, followed by a customized restructuring strategy.

Loan Restructuring in Commercial Real Estate​

With over $2 trillion in CRE loans maturing between 2024 and 2026, rising rates and declining asset values are driving urgent demand for strategic loan workouts. At Performance Advisory Group, we specialize in resolving these challenges through data-driven, lender-aligned solutions.

Restructure with Confidence. Execute with Precision.

With more than $2 trillion in commercial real estate (CRE) loans maturing between 2024 and 2026, the market is entering a defining phase. Rising interest rates, tightening liquidity, and compressed valuations have created unprecedented pressure on borrowers and lenders alike.

Our mission is to resolve these challenges through data-driven, lender-aligned solutions that protect both value and reputation. We help owners, investors, and financial institutions negotiate and execute tailored workout structures that work in the current market — not the last cycle.

Our Capabilities Include:

1

Maturity Extensions & Rate Modifications

Extend loan terms or adjust interest rates to realign cash flow with today’s operating realities while maintaining lender confidence.

2

A/B Note Bifurcation & Write-Downs

Rebalance debt stacks by separating performing and non-performing portions, preserving capital structures, and reducing exposure.

3

Discounted Payoffs (DPOs)

Negotiate structured settlements that deliver certainty and liquidity—often at a discount that benefits both borrower and lender.

4

Forbearance & Cash Management

Secure temporary relief through negotiated forbearance while implementing disciplined cash management and operational stabilization.

5

Covenant Relief & Compliance

Restructure loan covenants, improve compliance visibility, and rebuild lender relationships through transparent reporting and strategy alignment.

Maturity extensions and interest rate modifications

A/B note bifurcation and write-downs

Discounted Payoffs (DPOs)

Forbearance agreements and cash management solutions

Covenant relief and compliance restructuring

Capital & Investment Solutions

Creative Capital. Fast Execution. Strategic Alignment.

The most underestimated advantage in commercial real estate is not capital—it’s clarity. Knowing when, where, and how to deploy capital in distressed environments creates a decisive competitive edge.

At Performance Advisory Group, we combine capital markets insight with deep restructuring experience to identify and unlock opportunities in transitional and special-situation assets. Whether you need strategic refinancing, bridge capital, or joint venture structuring, our solutions are designed to align investor interests, accelerate execution, and optimize return profiles.

Our Capital & Investment Solutions platform also powers education and mentorship through our Distressed Wealth Network, where we teach investors and professionals how to navigate and capitalize on distressed CRE cycles with intelligence and discipline.

Our Offerings Include:

1

Online Courses and Masterclasses

Build technical fluency in CRE finance, deal structuring, and distressed asset acquisition.

2

Live Workshops and Mastermind Groups

Learn directly from experienced operators and engage in real-world case studies.

3

Deal Reviews, Templates, and Underwriting Tools

Gain access to proven models and frameworks used in institutional deal analysis.

4

Access to Off-Market Distressed Deals

Connect with verified opportunities before they reach the broader market.

Code to Generational Wealth

Turn CRE Distress Into Generational Opportunity

Generational wealth is not built by following the crowd—it’s built by understanding cycles, identifying opportunity in adversity, and executing with precision. In commercial real estate (CRE), distress is often viewed as risk—but it can be the greatest catalyst for long-term wealth creation when approached strategically.

The Code to Generational Wealth is a framework for investors, entrepreneurs, and families to systematically leverage distressed CRE opportunities to generate sustainable equity, cash flow, and lasting financial security. It is a blueprint that focuses on strategy, structure, and execution rather than speculation or luck.

The Mindset of Wealth Builders

At its core, the Code emphasizes patience, discipline, and foresight. Wealth builders think in decades, not quarters. They view market downturns as opportunities rather than threats. By focusing on fundamentals, managing risk proactively, and executing with precision, they create lasting wealth that transcends cycles and generations.

 

Dream by Steven Shipp

Turn CRE distress into generational wealth. Learn the Code to Generational Wealth and gain the strategy, knowledge, and mentorship to create long-term opportunities in commercial real estate.

Steven Shipp

Principles of the Code

  • âś“ Identify Market Inefficiencies – Spot value before the broader market.
  • âś“ Strategic Structuring – Balance risk and reward with smart deal design.
  • âś“ Operational Transformation – Improve efficiency and property performance.
  • âś“ Portfolio Diversification – Spread risk across assets and markets.
  • âś“ Education & Relationships – Use knowledge and networks to scale wealth.

What You’ll Access

Online Courses & Masterclasses

Learn real-world CRE strategies and technical skills to structure profitable deals.

Live Interactive Sessions

Engage directly with Steven Shipp and expert contributors in live workshops.

Deal Rooms & Templates

Access proven frameworks, underwriting tools, and private deal insights.

Community of Mentors

Collaborate with experienced investors and peers to grow wealth systematically.