Welcome to Seven Karat Strategy Advisors

At Seven Karat Strategy Advisors, we bring a wealth of expertise and strategic insights to empower your Commercial Real Estate Financing Strategy.

WHAT WE DO

Strategic Clarity. Operational Confidence. Scalable Outcomes

At Seven Karat Strategy Advisors, we support principals and operators with capital planning, transaction structuring, and advisory services across complex acquisitions and growth initiatives. Our focus is on strategy—not solicitation.

We do not act as broker-dealers, and we do not sell securities or investment products.

ADVISORY SERVICES

  • Capital Strategy Advisory

    We help clients evaluate and align optimal capital sources within their ownership and business goals.
    (e.g., senior debt, preferred structures, or joint ventures — advisory only)

  • Transaction & Deal Structuring

    We design thoughtful deal frameworks, economic waterfalls, and partnership structures to fit your transaction objectives.

  • Growth Planning & Strategic Support

    We provide strategic input for clients navigating high-stakes acquisitions, scaling decisions, or portfolio optimization.

Schedule a Strategy Consultation

WHO WE SERVE

Our Clients Include:

  1. Real Estate Sponsors & Owner-Operators

  2. Private Family Investment Firms

  3. Operating Companies Seeking Expansion Capital

  4. Non-Broker Principals Seeking Strategic Guidance

Seven Karat Strategy Advisors is not a registered broker-dealer and does not offer, solicit, or sell any securities. Our services are exclusively strategic and consultative in nature.

A Trusted Process. A Confidential Approach.

Commitment to Confidentiality:

At Seven Karat Strategy Advisors, we treat every engagement with discretion. Whether you're structuring a new venture, exploring capital partners, or reviewing portfolio-level strategy, your materials and goals remain fully confidential.

We do not share, circulate, or repurpose client information without express written consent. We are not a broker-dealer and do not syndicate opportunities to third parties.

Our Process

  1. Introductory Strategy Call
    We listen carefully to understand your goals, transaction scope, and current capital posture.

  2. Confidential Review & Discovery
    Upon mutual interest, we enter a confidentiality agreement and begin a detailed review of your deal docs, org chart, and goals.

  3. Strategic Advisory Roadmap
    We outline the capital structuring, financial modeling, or strategic direction you may pursue — all tailored to your role as principal or operator.

  4. Execution Support
    We work with you or your legal/financial team to ensure the strategy is properly reflected in partnership terms, capital tables, and more.