Engagement Structure
Five ways to work together
Start with a score, buy a review or a full diagnosis, then retain either the oversight or the execution. Each step stands on its own, and nothing here obligates you to the next one. Pricing is published so you can size the decision before the first call.
No cost. Your score tells you which one below you need, and roughly what it should cost.
Most common entry point
Operating Review and Roadmap
From $6,500
Fixed fee, scoped on portfolio size · Phases 1–2
The full assessment applied to a defined portfolio: a single campus, one region, or a named set of sites. You get a scored maturity profile and a prioritized roadmap without committing to a portfolio-wide engagement.
- Full 50-question assessment, scored across all ten dimensions
- Extended interview with the executive accountable for real estate
- Maturity profile with dimension-level findings and priorities
- Prioritized roadmap with owners, sequencing, and 90-day actions
- Ninety-minute readout session and a written follow-up
Diagnostic Assessment
$25K – $75K
Fixed fee, full portfolio · Phases 1–3
The full 50-question assessment plus document intake, stakeholder interviews, and baseline validation — delivered as a prioritized opportunity map and an outcome roadmap with financial impact.
- Full CRE Maturity Matrix across all ten dimensions
- Validated cost, lease, and portfolio baseline
- Prioritized opportunity map: quick wins, tactical, strategic
- Phased roadmap with owners, milestones, and ROI model
- Executive presentation to your leadership team
Advisory Retainer
From $3,500 / month
Three-month minimum, then month to month · Phase 4
Standing senior real estate oversight without the execution load. The review tells you what to do and in what order. This keeps it moving after the document is filed.
- Monthly working session with the executive accountable for real estate
- Critical-date and expiry calendar kept current
- The agreed priority order tracked, with what moved and what did not
- One-page monthly scorecard
- Reachable between sessions for decisions in motion
Outcome Retainer
$10K – $25K / month
Typically 6–12 months · 1 day/week · Phases 4–5
Fractional Chief Real Estate Officer. I execute the roadmap as your embedded CRE leader on the Fulcrum Cadence™ rhythm, with a monthly executive scorecard.
- Embedded senior CRE leadership at ~1 day/week
- Fulcrum Cadence™: monthly Pulse Check, Quarterly Reset, Annual Recalibration
- Transaction, project, and vendor leadership
- Governance, reporting, and playbooks your team keeps
- Monthly executive scorecard and annual re-assessment
Figures are example pricing. Final fees depend on portfolio size, number of sites, data condition, and how much execution you want carried rather than advised.
Add-on modules
Bolted onto a retainer or a diagnostic when the portfolio needs it.
Transaction & Monetization Advisory
Client-side leadership on renewals, dispositions, sale-leasebacks, and subleases — with no brokerage commission on the other side of the table.
Project / PMO Oversight
Governance and oversight of capital projects, consolidations, and build-outs: scope discipline, budget control, and vendor accountability.
CRE Tech & Governance Advisory
Selection and implementation oversight for lease administration, CMMS, and portfolio reporting systems, plus the decision rights around them.
Other fee structures
Outcome-based pricing
Some engagements are better priced on results than on scope or time. Where the work has an outcome both sides can define and measure, part of the fee can be tied to it, structured as a success or outcome fee alongside a base. How it is measured and what it is measured against are agreed in writing before the work begins.
Day / project rate
For bounded scopes: M&A real estate diligence, a single site decision, or an interim bridge during a CRE leadership gap.
Interim posture
When a leadership departure or active integration calls for more than one day a week, the retainer flexes to a defined full-time term.
What you are not paying for
- No brokerage commissions. Fulcrum sits on your side of the table and has no transaction to sell you.
- No facility-management contract waiting at the end of the assessment. The recommendation is not a pipeline for our own services.
- No open-ended hours. Each engagement is bought as the completion of defined deliverables, and progress is reported on a scorecard you can audit.
- No dependency by design. Playbooks and governance are documented so your team keeps the capability after the engagement ends.
Not sure which one fits?
Take the free Quick Check. Your score will tell us whether you need a diagnostic or a retainer — and roughly what it should cost.