The Concord Group
The Concord Group is a US real estate strategy consulting firm founded in 1995 that delivers market analytics, product programming, and strategic advisory to developers, capital providers, and public sector clients across all asset types, completing 700+ engagements per year.
- Company typePrivate
- Founded1995
- HeadquartersNewport Beach, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What The Concord Group does
The Concord Group is a US-based real estate strategy consulting firm founded in 1995 by Richard M. Gollis and Marta Borsanyi, headquartered in Newport Beach, California. The firm provides market and financial analytics, product programming, and strategic advisory services to developers, builders, capital providers, public sector entities, and service partners across all residential and commercial asset types, completing more than 700 engagements per year and drawing roughly 80% of its annual business from existing client relationships.
Its service portfolio is organized into three core practice areas. Analytics covers market and financial feasibility analyses, transaction due diligence, competitive market surveys, pipeline research, and supply/demand analysis. Programming delivers land use programming, product segmentation and optimization, pricing and absorption recommendations, phasing guidance, and single-asset and portfolio valuations. Strategic Advisory provides asset positioning and repositioning, submarket and site identification, and ongoing market input across the full real estate lifecycle, from acquisition and planning through financing, development, operations, and disposition. Underlying technology consists of proprietary analytical and financial modeling tools, decades of internal research, and a formalized research and technology function (led by a Director of Research and Technology since 2020) that supports data collection and automated production.
The business is a relationship-driven professional services model. Engagements are custom and project-based, typically structured as multi-year contracts, with no publicly disclosed pricing tiers. Work is delivered directly by a team of 40+ professionals across seven US offices (Newport Beach, San Francisco, Atlanta, Austin, Culver City, New York, and Portland) under a five-step principal-led process. There are no resellers or intermediaries; new work flows from existing relationships, referrals, and thought leadership visibility at ULI, NIC, and NAHB. The firm is privately held by its founding principals, with no institutional investment, no subsidiaries, and no disclosed revenue.
The Concord Group firmographics
Firmographics- Name
- The Concord Group
- Legal name
- The Concord Group, LLC
- Website
- https://theconcordgroup.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- The Concord Group is a US real estate strategy consulting firm founded in 1995 that delivers market analytics, product programming, and strategic advisory to developers, capital providers, and public sector clients across all asset types, completing 700+ engagements per year.
- Ownership category
- akta.pro rank
The Concord Group industry classification
Industry- Product category
- Real Estate Advisory
- NAICS
- Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Real Estate Strategy & Portfolio Consulting (Corporate/Institutional) (BPAJANAB)
- akta.pro secondary industries
- Real Estate Advisory & Consulting (Strategy, Portfolio & Location) (FSAEAJAH), Real Estate Market Research & Economic Advisory (Demand/Supply, Location Analytics) (BPAJANAD)
Keywords
Where The Concord Group is headquartered
LocationHeadquarters
- HQ city
- Newport Beach
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
The Concord Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory and Consulting Services: Professional services revenue from providing market and financial analytics, product programming, and strategic advisory services to real estate developers, builders, capital providers, and public sector clients. Engagements range from single-site analyses to multi-asset portfolio valuations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom Project-Based Engagements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
The Concord Group product offering
Product offeringCore offering
The Concord Group provides real estate strategy consulting through three core practice areas: Analytics (market and financial feasibility analyses, transaction due diligence, competitive market surveys, pipeline research, supply/demand analysis), Programming (land use programming, product segmentation and optimization, pricing/absorption recommendations, phasing, single asset and portfolio valuations), and Strategic Advisory (asset positioning and repositioning, submarket and site identification, ongoing market input). The firm serves real estate developers, builders, capital providers, and public sector clients across all residential and commercial asset types, completing over 700 engagements per year.
Product overview
The Concord Group offers a unified real estate advisory service structured around three core practice areas: Analytics, Programming, and Strategic Advisory. These services work together to provide clients with market insights, product recommendations, and strategic guidance throughout all phases of real estate development—from acquisition and planning through financing, development, operations, and disposition. The firm completes over 700 engagements annually across all residential and commercial asset types.
Differentiator
Problem solved
Functional benefit
Products and services
- Analytics Market and financial feasibility analyses, market opportunity analysis, transaction due diligence, competitive market surveys, pipeline research, and supply/demand analysis for real estate developers, builders, capital providers, and public sector clients across all residential and commercial asset types.
- Programming Land use programming, product segmentation and optimization, pricing and absorption potential recommendations, phasing recommendations, and single asset/portfolio valuation services for real estate developers, builders, and capital providers.
- Strategic Advisory Asset positioning and repositioning, submarket and site identification, strategic guidance, and ongoing market input services supporting development and investment decisions for developers, builders, capital providers, and public sector clients.
Quantifiable outcome
- 80% of business each year comes from existing client relationships
- +1 more outcomes
Companies that use The Concord Group
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
The Concord Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
The Concord Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- OCCOG (Orange County Council of Governments)coreThe Concord Group partnered with OCCOG to host the OC Housing for a Resilient Future Webinar Series starting March 24th. The series covered topics including Economic Resiliency in a Post-pandemic World, Bridging Housing Attainability and Affordability, and The Road to Success. The series was moderated by Richard M. Gollis, Co-Founder and Principal of The Concord Group.
Scale indicators5 records
Recent moves7 records
Expansion highlights5 records
The Concord Group competitors and assessment
Company assessmentDirect peers
- Eastdil Secured: Private, relationship-driven real estate investment banking and advisory firm focused on capital markets, debt placement, and equity recapitalizations for institutional clients. Highly comparable to Concord's relationship-led, principal-driven delivery model serving capital providers and large developers.
- Green Street Advisors: Real estate research and advisory firm delivering market intelligence, sector analysis, and consulting to institutional investors and REITs. Most direct comparison to Concord on the analytics-plus-advisory model serving capital providers and large developers.
- RCLCO Fund Advisors (Robert Charles Lesser): Real estate advisory firm providing market research, feasibility, and investment strategy to developers, builders, and institutional investors. Direct competitor to Concord on the same niche of real estate strategy consulting for residential and mixed-use product types.
Broad incumbents
- Cushman & Wakefield: Global commercial real estate services firm with valuation, advisory, and consulting practices serving investors, developers, and occupiers. Comparable as a broad incumbent offering real estate consulting alongside brokerage and asset management.
- JLL (Jones Lang LaSalle): Global real estate services firm with an advisory and consulting practice serving developers, capital providers, and corporate occupiers. Overlaps Concord's strategy, market analysis, and capital markets advisory, but at vastly larger scale and with a brokerage and capital markets platform Concord does not have.
- Bain & Company (Real Estate Practice): Global management consulting firm with a dedicated real estate and infrastructure practice serving large developers, REITs, and institutional investors. Comparable as a top-tier strategy advisor on portfolio strategy, market entry, and large-scale transaction support.
- CBRE Group: Global commercial real estate services and investment firm with consulting and valuation advisory serving institutional investors, developers, and corporations. Comparable to Concord on real estate strategy advisory and capital markets consulting, but with a much broader services portfolio.
- Newmark Group: Real estate advisory and capital markets firm providing investment sales, leasing, valuation, and consulting to developers and capital providers. Overlaps Concord's developer and capital-provider advisory work, particularly on multifamily and commercial underwriting.
Regional players
- Walker & Dunlop: US-focused multifamily capital markets and advisory firm serving developers and capital providers in the apartment and BTR space, with research and market analytics capabilities. Comparable segment overlap, particularly with Concord's multifamily and build-to-rent advisory.
Others
- Berkadia Commercial Mortgage: Commercial real estate capital markets and investment sales platform providing debt origination, equity placement, and investment sales to multifamily and commercial clients. Adjacent to Concord through overlapping capital provider relationships and due diligence workflows.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
The Concord Group social profiles
Digital presenceThe Concord Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Concord Group leadership team
Management profileNumber of profiles
Profiles11 records
The Concord Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Concord Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Concord Group
What does The Concord Group do?
The Concord Group provides real estate strategy consulting through three core practice areas: Analytics (market and financial feasibility analyses, transaction due diligence, competitive market surveys, pipeline research, supply/demand analysis), Programming (land use programming, product segmentation and optimization, pricing/absorption recommendations, phasing, single asset and portfolio valuations), and Strategic Advisory (asset positioning and repositioning, submarket and site identification, ongoing market input). The firm serves real estate developers, builders, capital providers, and public sector clients across all residential and commercial asset types, completing over 700 engagements per year.
Is The Concord Group a public or private company?
The Concord Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Concord Group founded?
The Concord Group was founded in 1995. It employs 51 to 100 people.
Where is The Concord Group based?
The Concord Group is headquartered in Newport Beach, United States, in the North America region.
How does The Concord Group make money?
One revenue line is on record: advisory and Consulting Services.
Who are The Concord Group's main competitors?
Direct peers on record are Eastdil Secured, Green Street Advisors and RCLCO Fund Advisors (Robert Charles Lesser). Broad incumbents are Cushman & Wakefield, JLL (Jones Lang LaSalle), Bain & Company (Real Estate Practice), CBRE Group and Newmark Group. Walker & Dunlop is listed as a regional player. Berkadia Commercial Mortgage is listed as an others.
Does The Concord Group have an API?
No public API is recorded for The Concord Group.
What industry is The Concord Group in?
The Concord Group's product category is Real Estate Advisory. Its primary akta.pro industry code is BPAJANAB, Real Estate Strategy & Portfolio Consulting (Corporate/Institutional), with a secondary code of FSAEAJAH, Real Estate Advisory & Consulting (Strategy, Portfolio & Location). Its NAICS code is 54161 and its SIC code is 8742.