Upland

REAL ESTATE GROWTH ADVISORY

Upland Property Advisors is a New York City–based capital markets boutique providing best‑in‑class investment sales and advisory services to commercial real estate owners and investors across the metro area. Over a multi‑year partnership, In Good Company became an extension of the Upland team—designing a series of institutional‑quality offering memoranda for multifamily assets throughout Manhattan and NYC that matched the firm’s execution‑driven, boutique positioning.

Details

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    Summary

    Upland’s founding partners bring decades of institutional experience and billions in completed New York City transactions, with a focus on investment sales and recapitalization advisory.​

    In Good Company supported Upland with ongoing OM design, turning raw underwriting and asset information into clear, polished marketing books that aligned with the firm’s “institutional approach, boutique service” promise.

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    Challenge

    As a lean boutique competing with global brokerages, Upland needed its offering memoranda to signal institutional rigor from the first page—without the internal design infrastructure of a large platform.​

    Each assignment required distilling nuanced, New York–specific multifamily stories (regulatory context, rent rolls, upside, neighborhood dynamics) into materials that were easy for busy investors to scan and underwrite.

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    Solution

    Developed a consistent OM design system—layout, hierarchy, typography, and data visualization—that Upland could apply across multiple Manhattan and broader NYC multifamily offerings.​

    Structured each book to move logically from thesis to detail: investment highlights, asset and neighborhood story, rent and expense data, and business plan, all framed in Upland’s capital‑markets voice.

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    Outcomes

    Gave Upland a repeatable OM template that reinforced its brand on every assignment while still allowing for asset‑specific storytelling.​

    Helped the firm show up in the market with marketing collateral on par with—and often sharper than—much larger competitors, supporting its mandate to deliver institutional‑level execution with boutique focus.