


|
|
| |
| In
an industry where connections are key, David W. Lacy has taken
relationship building to the next level. |
| The
founder of Covina-based brokerage and consulting firm Senior Realty
Advisors Inc. is so focused on his clients' needs that he will
actually refer them elsewhere even if it means losing a commission for
himself. "We weren't formed just to sell people's property,"
Lacy says of his firm. "We want people to understand that we're
all about providing information services to take care of their needs."
Formed and incorporated two years ago, Senior Realty Advisors was
created to provide "specialized and candid knowledge" aimed at helping
companies and individuals with the seniors housing or long-term care
industries with their decision-making processes. |
|
Several months ago, the firm struck out on its own after nearly two
years of working through Ramsey-Shilling, the Los Angeles-based
commercial real estate firm. Lacy had been working as the
director of senior housing and long-term care for Ramsey-Shilling, but
decided to fold that division into Senior Realty Advisors at the end
of last year. As a result, Ramsey-Shilling no longer has a
senior housing division. The decision was prompted by the fact
that Ramsey-Shilling is restricted to Los Angeles, while Lacy works on
a national level. |
|
These days, Lacy's firm is looking to widen it's scope. With an
internal staff of just three, the company is currently working with a
national marketing analysis firm based in Dallas and a national
valuation company located in San Francisco. The majority of
Senior Realty Advisors' brokerage work occurs in California and
Florida, where the firm is licensed, but consulting takes the company
all over the nation. Lacy's client base, however, continues to
consist mainly of regional and local operators and owners. |
|
Lacy says his firm's mix of consulting and real estate brokerage
services has been a successful combination, "primarily because I stay
away from the things I don't know anything about." This
willingness to refer clients elsewhere is exactly what ensures that
they will return to Senior Realty Advisors for future business.
Lacy believes in giving his clients choices. "If it means they
go to a different firm for marketing and other services down the road,
they will come back to us," Lacy says. "We are very focused on
relationship building," he adds. "My belief is that my
relationship with clients should be strong enough that I can give them
advice and they work with it because they trust me, not because they
are contractually bound to me." |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
| |
|