Commercial real estate succession planning creates wealth opportunity for advisors
What this means for advisors
Clients with significant commercial real estate holdings require a fundamentally different planning conversation that intersects tax strategy, estate law, asset management, and portfolio construction in ways that go well beyond standard investment planning.
Commercial property owner clients often work with accountants and attorneys on transactional matters but lack a coordinating advisor who can bring the full picture together, covering portfolio strategy, financing, capital improvement cycles, and multi-generational continuity planning.
Mayhugh describes the model his firm has built around three pillars: strategy, which covers portfolio evaluation and long-term investment decisions; execution, which coordinates financing, leasing, tax planning, and operational improvements; and continuity, which involves working alongside attorneys, CPAs, and family members to preserve wealth across generations.
“We’re not replacing attorneys or accountants,” Mayhugh said. “Our role is to bring everyone together so decisions are coordinated instead of made in isolation. Commercial real estate owners deserve the same level of strategic planning that families with traditional investment portfolios have benefited from for years.”
The market backdrop: assets in motion
MSCI figures for Q2 2026 compiled by Steig Seaward, senior national director of research at Colliers International, show that entity-level transactions reemerged in the quarter, with three notable take-private deals (Veris Residential, ECHO Realty, and Peakstone Realty Trust) signaling that institutional capital is actively repositioning.
