Stone Oak Advisory Group · Commercial Real Estate Advisors
One group. Three connected strategies.
Capital advisory, valuation and project services working together around your property, your goals and your next move.
Our Strategies
The right expertise.
For what comes next.
One advisory group with three connected strategies for commercial real estate. Start with financing, property analysis or project management, and bring in the support your plans require.
Stone Oak Capital Advisory
Capital for your next move.
Debt and structured capital solutions for commercial real estate investors, owners and developers. We structure and arrange financing around your business plan.
Explore financing programs
Stone Oak Valuation & Advisory
Perspective on property value.
Help arranging appraisals, understanding the market and reviewing project costs and income so you can evaluate a purchase or plan your next investment.
Explore valuation services
Stone Oak Project & Development Services
A plan for every project stage.
Project management and construction management to help owners plan the work, coordinate teams and track costs and progress, with fund control as additional support.
Explore project services
Tell us about your property, its location and the support you need. We'll confirm how we can help before work begins.
Stone Oak Capital Advisory
Make the capital fit
your business plan.
Whether you're buying, refinancing or developing a commercial property, we help shape a financing request around the property, your business plan and the way you intend to repay the loan.
From the initial financing strategy through closing, our team brings together capital relationships, transaction analysis and hands-on coordination. You work with Stone Oak throughout the process.
Explore Capital Advisory- Bridge financing
- Short-term capital for acquisitions, refinancing, lease-up, renovation and repositioning, with your plan to sell or refinance considered from the start.
- Construction financing
- Financing for new construction, major renovation and finishing a project, based on costs, your investment and the planned construction payments.
- Permanent financing
- Long-term financing for properties with steady rental income, based on cash flow and your ownership plans.
- Structured capital
- Explore additional capital if the main loan and your investment leave a funding gap. Additional equity or a second layer of loan funding may be available when Stone Oak structures the main loan.
Stone Oak Valuation & Advisory
Put the property
in perspective.
Before you buy, refinance or develop, a clear view of the property and its market helps you assess the decision. Our valuation and advisory services help you get the property information and analysis you need.
Tell us what you need to decide, how the analysis will be used and when you need it. We'll discuss the work and confirm how we can help before starting.
Explore Valuation & Advisory- Appraisal coordination
- Help arrange your commercial appraisal with appraisers who have the required credentials. We confirm how you'll use the report and what your capital provider needs before starting.
- Review coordination
- Arrange a qualified appraisal review to check the report against the work requested, how it will be used and the requirements it must meet.
- Market & project analysis
- Look at competing properties, expected demand, costs and income to understand how your project or investment could perform.
- Property investment advice
- Organize property information and compare acquisition, hold or sale scenarios to help you evaluate the portfolio as a whole.
Stone Oak Project & Development Services
Keep your project
moving with clarity.
Building, renovating or repositioning a property brings many people and decisions together. Our project management and construction management services help owners keep the work, costs, timing and next steps in view.
Tell us where the project stands, from early planning to completion. We'll confirm the help available and work on your behalf alongside the qualified contractors, designers and other professionals hired for the project.
Explore Project & Development- Project Management
- Keep your priorities in view, coordinate the project team and track decisions, commitments and emerging issues.
- Construction Management
- Help manage construction on your behalf, with clear updates on progress, costs, schedules and changes to the planned work.
- Planning before construction
- Plan the budget and schedule, define the work and help compare contractor or consultant proposals before construction begins.
- Supporting fund control
- Organize budgets and construction payment requests for the people reviewing them. Funds stay with the capital provider, bank or escrow provider.
About Stone Oak Advisory Group
A connected view.
A clear next step.
Your financing, property value and development plan are connected. Stone Oak Advisory Group brings those perspectives together so each decision reflects the bigger picture.
Tell Us Your PlansUnderstand your plans.
Tell us about the property, your business plan and what you need to decide.
Agree on the work.
Choose the services that fit your goals, confirm who needs to be involved and agree on what you'll receive.
Coordinate the next step.
Keep information, responsibilities and timing clear as the agreed work moves forward.
Start with one service or combine the support your plans require. We coordinate the work around your goals, with clear responsibilities and written agreements for the services you choose.
Group Leadership
Manny Holguin
CEO & Head of Business Development
Manny leads Stone Oak Advisory Group's strategy, client relationships and partnerships across capital advisory, valuation and project services. His focus is on understanding what clients want to accomplish and helping them find the right people and services.
Who We Serve
Your property.
Your perspective.
We welcome inquiries from commercial property owners, investors, developers, project sponsors, capital providers and debt funds. Tell us about the property, market and help you need.
Discuss your property plans- Clients
- Owners, investors, developers, project sponsors and capital providers
- Property
- Commercial investment and development real estate
- Capital
- Current financing coverage across 43 states
- Valuation & project services
- The same 43-state starting area for inquiries, with other locations considered for the specific service.
- To get started
- Your property, plans, current project stage and timing
Commercial property types
Service availability depends on your property, the work and any required licenses. We'll confirm how we can help before starting. View our starting area and other locations →
Additional Project Support
Keep the budget.
And the bigger picture.
Alongside project and construction management, Fund Control Management helps organize construction payment requests. Keep the budget, changes and supporting records clear for the owner, capital provider and people reviewing each request.
Explore Fund Control Management- Budgets
- Track the agreed budget, expected costs and approved changes
- Payment requests
- Organize invoices and supporting records, and track each payment request
- Reporting
- Keep the team updated on pending requests, missing records and next steps
- Funds
- Funds remain with the designated capital provider, bank or escrow provider
Start a Conversation
What's next
for your property?
Tell us where things stand and what you want to accomplish. We'll help you choose the right services and connect the next steps.
Start a Conversation
Tell us your plans. Let's define the next step.
Share your property, business plan and timing. We'll connect the right services around the work ahead.