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Faris Lee’s retail advisory and brokerage services are multidisciplinary, allowing us to devise custom strategies and deliver exceptional results for our clients.


  • Portfolio Valuation
  • Portfolio Optimization
  • Acquisition and Disposition Strategies
  • Sale Leaseback
  • Under-performing and Non-core Asset Disposition
  • Disposal of Vacant Units or Surplus Property
  • Developer Pre Sale / Take Out Buyer
  • Loan-to-Own & Construction Programs
  • Proforma and Financial Analysis
  • Research and Consulting


Trading Desk

We innovated the Cross-Selling Approach

maximum exposure, optimal investors

Faris Lee innovated the “centralized trading desk” concept, and has used it to maximize value for our clients since the inception of the company.  We staff our trading desk with seasoned advisors who focus exclusively on matching buyer requirements and cross-selling Faris Lee inventory. This creates an additional, high-touch marketing channel for every asset, ensuring maximum exposure and adding an effective tactic in our broader strategy to source optimal investors. Utilizing the trading desk to the client’s advantage, we have historically succeeded in generating multiple offers on each assignment. We then strategically leverage all offer activity to maximize the property’s exit value. Our trading desk receives numerous inquiries, offers, back-up offers, and buyer requirements (1031/1033) on a weekly basis. 

Get connected to our trading desk:


Wealth Management

  • Investments
  • Insurance and Annuities
  • Wealth Planning
  • Trust Services
  • Estate Planning
  • Retirement Solutions
  • Research


Private Client Advisors

  • Investment Advisory
  • Property Valuation
  • Appraisal Review
  • Acquisition and Disposition Services
  • Transaction Management and Execution
  • Financial Analytics and Engineering
  • Lease Abstracts/Lease Audits
  • Equity Placement
  • Financing
  • 1031/1033 Exchange Planning
  • Market Research

Investor Services

  • Value Add Redevelopment
  • Reposition & Re-Merchandise
  • Merchant Banking (Co-Invest)
  • Asset Management
  • Operational Audits
  • Construction Management
  • Concept & Feasibility Analysis
  • Proforma & Financial Analysis
  • Design & Development

Capital Advisors

Real Estate Finance

  • Advisory Services
  • Recapitalization
  • Loan Restructuring
  • Discounted Loan Payoff/Note Sales
  • Merchant Banking
  • Debt Program
  • Senior Debt
  • Mezzanine Debt/Bridge Loans

Equity Capital

  • Equity
  • Preferred Equity
  • Rescue Equity


Institutional Advisors

  • Portfolio Valuation
  • Portfolio Optimization
  • Acquisition and Disposition Strategies/Agency Execution
  • Distressed Asset Disposition
  • Restructuring and Recapitalization/Merchant Banking
  • Proforma and Financial Analysis
  • Corporate Sale Leaseback
  • Research and Consulting