Advisory Services
—What We Offer

Institutional Underwriting & Investment Due Diligence

We provide institutional grade underwriting and investment analysis to support acquisitions, developments, and capital allocation decisions. Our process is designed to rigorously evaluate risk, validate assumptions, and ensure investment decisions are supported by detailed financial and market analysis.
  • Institutional investment underwriting and capital structuring analysis
  • Comprehensive due diligence and risk identification
  • Market research and competitive positioning analysis
  • Development feasibility and financial modelling
  • Scenario based sensitivity analysis and downside protection assessment
  • Investment committee level underwriting memoranda and recommendations

Development Advisory

We support investors and landowners in evaluating and structuring development opportunities from concept through project approval. Our advisory process helps clarify project objectives, validate market demand, and determine the most effective development strategy.
  • Definition of project objectives and development strategy
  • Preliminary bulk analysis and site based masterplanning
  • Market demand analysis and positioning strategy
  • Feasibility analysis and development modelling
  • Evaluation of consenting pathways and regulatory considerations
  • Development Advisory Report including feasibility, programme, staging options, project risks, and exit strategies with clear investment recommendations

Owner Representation & Development Management

We represent the interests of project owners and investors throughout the development lifecycle, providing strategic oversight, coordination of consultants, and disciplined management of development execution.

  • Owner representation across all phases of development
  • Masterplanning coordination and development strategy
  • Detailed feasibility and cash flow analysis
  • Marketing and sales strategy oversight
  • Lease and sales negotiation and coordination with brokerage teams
  • Consenting management and town planning coordination
  • Oversight of architects, engineers, and development consultants
  • Management of finance drawdowns and lender coordination
  • PCG reporting and project governance oversight

Project Delivery & Coordination

We coordinate complex development projects by aligning consultants, contractors, and stakeholders around a disciplined programme, budget, and delivery framework.
  • Project structuring and selection of project management teams
  • Procurement and appointment of design consultants
  • Budget development and cost control oversight
  • Project scheduling and milestone monitoring
  • Design review and buildability analysis
  • Value engineering and quality control oversight
  • Procurement strategy and contractual documentation
  • Contractor selection and appointment
  • Health and safety oversight and compliance management
  • Risk identification and mitigation planning
  • Project completion, commissioning, handover, and close out

Experience and Track Record

Diversified Experience Across Multiple Asset Classes Southern Cross Fund's principals bring extensive experience across a wide range of real estate and infrastructure related sectors. This diversified expertise enables the firm to evaluate, structure, and execute opportunities across multiple investment strategies and market cycles. Asset class experience includes

  • Aged care and retirement living
  • Hospitality and hotels
  • Industrial and logistics
  • Residential house and townhouses
  • Commercial office and retail

Development Experience

The firm’s principals have more than 20+ years of hands on development and investment experience delivering high quality projects across New Zealand. 

  • 20+ years of hands on development and investment experience
  • Development projects ranging from $5m to $110m
  • $55m of in-house development projects completed to date
  • $600m+ of assets under management

‍Selected Project Experience

The principals have been involved in the development, structuring, or execution of a range of notable projects across residential, retail, hospitality, and mixed use developments. 

  • Richmond Stage 3 Development
  • Alandale Retirement Village
  • The Base Shopping Centre
  • Christchurch Earthquake Infrastructure Projects (TelstraClear)
  • Elementum Apartments — $110m
  • Fashion Island Bulk Retail Centre — $25m
  • Kahu Townhouses — $50m
  • Lakewood Cambridge Mixed Use Centre & Hotel — $80m
  • Lightbox Townhouses — $30m
  • Long Bay Land Subdivisions — multiple projects
  • Long Shore Townhouses — $15m
  • Tamahere Village
  • Timo Way Residential Houses — $20m
  • Whitford Land Subdivision — $13m