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It Starts With an Idea

Real Estate and Construction Management Services

CarlsonWilliam provides a complete range of Professional Real Estate Development, Construction Management and Real Estate Advisory services.  We understand the need for an individualized approach to each client and project. We work with clients to assess specific project service needs and determine how we can best partner to ensure the success of your project.

Real Estate Advisory
group of construction workers in high visibility jackets and hard hats looking at blueprints

Real Estate Advisory Services

  • Construction Defects, Discovery and Litigation

  • Fire and Water Damage Insurance Claim Representation

  • LEED Building Design and Certification

  • Project Job Cost Audits 

  • Project Scheduling and Estimating

  • Tenant Work Letter Analysis 

  • Project Financing & Job Cost Accounting

  • Manage Monthly Loan Draws, Payments and Lien Releases

  • Public Financing Alternatives and Programs

  • Utility Coordination & Design 

Acquisitions
Architect hold plans

Property Acquisitions & Entitlements

  • Manage Purchase Sale Agreement

  • Perform Onsite Job Walks and Coordinate Third Party Consultants

  • Research City Records, Permits and Zoning

  • Develop Final Property Condition Report

  • Develop Project Fit Plan and Conceptual Drawings

  • Provide Conceptual Project Budget and Master Schedule

  • Assist Client in Obtaining Project Equity and Debt Financing

  • Coordinate and Develop Plans and Studies for Municipal Zoning, Design Review, Condition Use Permits and CEQA requirements

  • Manage Negative Declaration, EIR Process and Traffic Studies

pre-construction
Technicians at Work

Design & Pre-Construction

  • Strategize, Source, Negotiate, Contract and Manage Project Architect, Engineers and Consultants

  • Drive Permit Submittal, Plan Check Comments Response & Final Permit Approvals

  • Provide Project Design Budget and Schedule 

  • Coordinate Project Utility Requirements,  Manage New Services/Upgrades Design and Applications

  • Constructability and Risk Mitigation

  • Insurance and Bonding Requirements

  • Perform Project Bidding, Scope Review and Value Engineering

  • Finalize Detailed Cost and Schedule Contract Document Addendums

  • Select Contract Form, Negotiate and Manage Agreements

construction mgmt
Under Construction

Construction Management

  • Obtain Final Occupancy Signoff

  • Oversee and Lead all Construction Activities

  • Chair Weekly Owner/ Architect/Contractor Meetings

  • Manage RFI, Submittal, Long Lead Items and Change Order Logs

  • Quality and Safety Assurance

  • Coordinate Offsite Work and Utility Installations

  • Manage Monthly Loan Draws, Payments and Lien Releases

  • Manage Project Schedule and Budget

  • Track and Update Monthly Financial Project Information Through Updated Job Cost Accounting and Budget Reports

  • Coordinate and Install Owner Provided Items

project closeout
Coworking Space

Project Closeout & Property Turnover

  • Coordinate and Final Punch List Completion 

  • Reconcile and Closeout Project Contracts and Job Costs

  • Perform Equipment Startup and Operations with Client Staff

  • Procure Project Warranties, Equipment Manuals, As-Built Drawings and Building Permits

  • File Notice of Completion, Obtain Lien Releases and Make Contractor Final Payments 

  • Assist Client with Move-In Coordination and Installation of FF&E

  • Coordinate Security, Fire Alarm Monitoring, and Cleaning Services

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