What Cardinal Point Management does

Cardinal Point Management, LLC is a fully integrated commercial real estate investment, development, management, and brokerage firm founded in September 2009 by Gregory and Rufus Williams in Tampa, Florida. The firm originated in the aftermath of the financial crisis by acquiring distressed assets from financial institutions and has since grown into a vertically integrated platform operating across office, retail, industrial, and multifamily asset classes. Senior leadership is cited as having direct involvement in billions of dollars of real estate transactions with over 100 years of combined experience, and the firm has executed notable value-add repositioning outcomes including rezoning office-to-industrial and doubling rental rates at retail centers.

The company's core revenue streams fall into five service lines: Property Management, Asset Management, Construction Management, Brokerage Services, and Property Accounting — supported by Yardi Voyager for accounting and standard commercial real estate marketing platforms (CoStar, LoopNet, MLS). Cardinal Point generates revenue through management fees, brokerage commissions, construction management oversight, and direct investment returns from owned assets. Its customer base comprises institutional investors, commercial property owners, and corporate tenants, with a roster of enterprise tenants including Humana, SunTrust, AllState, USI Insurance, Smith & Nephew, Paychex, and South University of Florida across properties in Tampa, Orlando, Fort Lauderdale, and New Jersey. Headcount is reported at 1-10 employees, indicating a lean operating model that relies on outsourced vendor networks across janitorial, plumbing, electrical, landscaping, fire safety, security, and mechanical services. The firm is privately held with no disclosed external funding, ownership changes, or parent company.

Name

Cardinal Point Management

Legal name

Cardinal Point Management, LLC

Website

https://cardinalpointmanagement.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Cardinal Point Management is a fully integrated Tampa-based commercial real estate firm offering investment, development, property management, asset management, construction management, and brokerage services across office, retail, industrial, and multifamily assets in Florida and New Jersey.

Ownership category

akta.pro rank

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Supply Chain

Revenue model

1. Property Management Fees: Property management services for commercial real estate assets with experienced full-time property management and maintenance team.
2. Asset Management Fees: Asset management services as extension of leasing and property management functions, including pro forma investment plans, due diligence, valuation estimates, market data studies, construction management, site selection, and consultation.
3. Brokerage Commissions: Licensed real estate broker with multiple licensed agents handling lease agreements, acquisitions, sales, debt financing, and equity joint ventures.
4. Construction Management: Oversight of improvements at specific properties including bidding and selection of architects, engineers, and contractors, construction administration, on-site field inspections, and coordination until project completion.
5. Real Estate Investment Returns: Returns from opportunistic acquisitions and value-add real estate investments across office, retail, industrial, and multifamily assets.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Cardinal Point Management is a fully integrated commercial real estate firm that provides property management, asset management, construction management, brokerage, and property accounting services to institutional investors, commercial property owners, and corporate tenants. The company invests in and manages office, retail, industrial, and multifamily assets across Florida and New Jersey, with senior leadership directly involved in acquisitions, dispositions, leases, and financings.

Product overview

Cardinal Point Management offers a vertically integrated real estate services platform comprising five core service offerings: Property Management, Asset Management, Construction Management, Brokerage Services, and Property Accounting. These services work together to provide clients with comprehensive commercial real estate investment, development, management, and brokerage capabilities. The company was founded in September 2009 by Gregory and Rufus Williams and operates primarily in the Florida market with a focus on office, retail, industrial, and multifamily assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Property Management Experienced full-time property management and maintenance team that services commercial real estate assets, including relationships with property service vendors for janitorial, plumbing, electrical, irrigation, landscaping, fire safety, building security, roof repairs, and mechanical systems. Targeted at owners of commercial real estate portfolios requiring professional day-to-day operations management.
• Asset Management Asset management services including keen investment analyses, pro forma investment plans, due diligence, valuation estimates, market data studies, construction management, site selection, and consultation around best practices. Targeted at institutional investors and property owners seeking strategic oversight of commercial real estate holdings.
• Construction Management Experienced construction management staff overseeing property improvements including bidding and selection of architects, engineers, and contractors, construction administration, on-site field inspections, and coordination of contractor obligations until project completion. Targeted at property owners executing capital improvement and redevelopment projects.
• Brokerage Services Licensed real estate brokerage with multiple licensed agents experienced in representing and negotiating complex transactions including lease agreements, acquisitions, sales, debt financing, and equity joint ventures. Targeted at corporate tenants, investors, and property owners requiring transaction representation.
• Property Accounting Accounting services utilizing the Yardi Voyager platform providing detailed monthly client reports including Income Statements, Balance Sheets, Cash Flow Statements, Variance Analysis relative to Annual Budgets, Bank Statements, Aged Receivables and Payables, Rent Rolls, and Leasing Reports for individual properties or a specified portfolio of assets. Targeted at property owners and investors requiring transparent, portfolio-level financial reporting.

Quantifiable outcome

• Over 80% increase in effective rents from acquisition at Soho Apartments
• +5 more outcomes

Named customers23 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature2 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Marcus & Millichap: Marcus & Millichap is a leading commercial real estate investment sales brokerage for private investors, with property management and financing services. Comparable in serving institutional and private capital for CRE acquisitions and dispositions.
• Stiles Corporation: Stiles is a Florida-based, vertically integrated real estate firm providing investment, development, brokerage, property management, and construction management services. Highly comparable platform structure and Southeast geographic concentration.
• Foundry Commercial: Foundry Commercial is an Orlando-based full-service commercial real estate services firm with property management, brokerage, project management, and investment sales across the Southeast. Comparable in regional Florida footprint and vertically integrated service offering.
• The Shopping Center Group: The Shopping Center Group is a U.S. retail-commercial real estate services firm focused on leasing, investment sales, and property management for shopping centers. Directly comparable to Cardinal Point's retail leasing/management practice (e.g., Shoppes on South Howard, Belleair Plaza).
• Franklin Street: Franklin Street is a Tampa-headquartered, full-service commercial realestate investment services firm offering investment sales, leasing, property management, valuation, and insurance — the closest like-for-like regional peer to Cardinal Point in size, geography, and service mix.
• SVN International: SVN operates a commercial real estate franchise network delivering brokerage, property management, and investment advisory services across the U.S. Comparable in multi-service CRE delivery model with regional office concentration.

Broad incumbents

• Avison Young: Avison Young is a global commercial real estate services firm offering investment sales, leasing, property management, and advisory. Overlaps with Cardinal Point on full-service CRE and investment sales but with broader geographic coverage.
• Colliers International: Colliers is a global professional services and investment management firm with substantial commercial real estate brokerage, property management, and investment services. Overlaps with Cardinal Point across asset management, property management, and brokerage services.
• Cushman & Wakefield: Cushman & Wakefield is a global commercial real estate services firm covering brokerage, property management, valuation, and advisory. Comparable in vertical integration of asset/property management and investment services, though at enterprise scale.
• NAI Global (NAI Capital): NAI Global is a large CRE services network spanning brokerage, property management, and investment advisory worldwide. Overlaps with Cardinal Point on property management and brokerage but operates at much broader geographic and asset scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cardinal-point-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cardinal Point Management