Disposition Advisory
Family-Office CRE Disposition Advisor — Bay Area
Direct answer: Independent, conflict-free disposition advisory for family offices selling Bay Area commercial real estate above $10M. Family offices value discretion, principal-to-principal directness, and an advisor with no proprietary fund competing for the asset — which is exactly what an independent structure provides.
How the process runs
1. Confidentiality framework first. A written NDA framework precedes any information movement; named-party restrictions and an audit trail govern the process.
2. Direct principal access. Every meeting and offer review is handled personally — no analyst handoff, no junior intake.
3. Curated buyer list. Off-market dispositions reach a curated list of 10–40 names built for the specific asset, not a 200-name blast.
4. Aligned recommendation. No internal funds, no lending platform, no tenant-rep practice — every recommendation aligns with the family's outcome.
5. Discreet close. Sequential or tight-parallel negotiation, audit-logged data room, complete post-close documentation in the family's preferred system.
Who this is for
Single and multi-family offices, family-office-backed sponsors, and private principals selling Bay Area commercial real estate above $10M who require discretion and conflict-free alignment.
When I am not the right broker
If you need a registered investment advisor, a fund placement agent, or legal/tax counsel, those are different licensed roles — I coordinate with your retained advisors but do not replace them.
Frequently asked questions
Why use an independent broker instead of a national platform?
Independence removes conflicts: no proprietary funds competing for the asset, no internal lending platform, no tenant-rep information leaks. Every recommendation aligns with the seller's outcome.
How is confidentiality protected?
A written confidentiality framework precedes any information movement, with named-party restrictions and an audit-logged data room. Off-market processes reach a short curated buyer list.
What asset types do you advise family offices on?
Multifamily, office, R&D/flex, industrial, mixed-use development sites, and confidential off-market assemblages, typically above $10M.
Is JM Henderson CRE a registered investment advisor?
No. It is a licensed California real estate brokerage (CA DRE #01483399), not a registered investment advisor. No fiduciary relationship is created by the website.
This page describes an advisory service and general process; it is not investment, legal, or tax advice, and not an offer of brokerage services with respect to any specific property.