Who We Help
When real estate outgrows its governance
Fulcrum works for whoever owns real estate in your organization. Sometimes that is a real estate leader. More often it is the executive who carries the real estate number without owning the function, and who inherited the portfolio along with everything else already on their plate. Either way the requirement is the same: the portfolio, the data behind it, and the decisions it drives need one accountable owner with the time to do the job properly.
The profile
Portfolio
Roughly 10 to 200 locations, or a single campus with meaningful capital and lease exposure. Owned, leased, or a mix.
Company
$50M to $2B in revenue, large enough that real estate is a top-three expense line.
Sectors
Manufacturing and industrial, healthcare and multi-site services, financial services, retail and restaurant operators, logistics, and PE-backed platforms.
Buyer
The executive accountable for real estate, whatever the title. Most often a CFO, COO, or VP of Operations. Sometimes a real estate, facilities, or administration leader who already owns the function and needs capacity, an independent read, or coverage through a period of change.
Six triggers that start the conversation
If one of these describes your last 90 days, real estate is probably being administered rather than managed.
A recent acquisition
You inherited leases, sites, and obligations you have not fully inventoried. The window to consolidate and renegotiate closes fast — and unmanaged sprawl becomes permanent cost.
A CRE leadership gap
The person who quietly held real estate together left, retired, or was absorbed into another role. Renewals and capital decisions are now happening without an owner.
A consolidation or footprint reset
Hybrid work, a plant rationalization, or a growth plan means the footprint no longer matches the business. You need an analysis you can defend to the board.
A cost mandate
Leadership asked for a hard number on occupancy cost reduction and nobody can produce a validated baseline to work from.
A cluster of expirations
A material share of your leases expire in the next 12 to 24 months and renewals are being handled reactively, one at a time, at the landlord's pace.
A data or audit problem
Lease data lives in spreadsheets and inboxes. Critical dates, recovery audits, escalations, and compliance obligations depend on someone remembering them.
The ten dimensions we measure
Every engagement is scored against the same CRE Maturity Matrix. Dimensions are weighted by how directly they drive cost, risk, and decision quality — so the score reflects business impact, not question count. Each is rated on a five-level scale from Ad Hoc to Leading.
Occupancy Cost & Financial Control
14% weightAsset Register & Maintenance Management
14% weightPortfolio, Space & Property Data
12% weightLease Administration & Obligation Management
12% weightCapital Planning & Project Delivery
10% weightSupplier & Contract Performance
9% weightTransaction Execution & Deal Readiness
9% weightOrganization, Talent & Decision Rights
7% weightRisk, Compliance & EHS
7% weightWorkplace Utilization & Experience
6% weightHow scoring works. Any dimension at or below Level 2.0 — or any dimension weighted 10% or more that scores below Level 3 — automatically becomes a priority for the next 90 days. Level 3.5 is the target floor before an engagement moves from execution into steady-state reporting. "Don't know" answers are excluded from the score rather than penalized, because not knowing is itself a finding we address in the diagnostic.
When we are not a fit
- You want a broker. Fulcrum takes no commissions and does not list or represent space for a fee on the transaction.
- You want a facility management vendor. We govern and hold vendors accountable; we are not the vendor.
- You want a one-time benchmarking deck with no intention of changing how decisions get made.
- Real estate is immaterial to your cost structure — a couple of small offices with no capital exposure.
See where you land
Ten questions, one score, five minutes — measured against the same ten dimensions.