Cap Ex Advisory Group
Cap Ex Advisory Group is a Baltimore-based consulting firm founded in 2005 that provides owner's representation, real estate advisory, and facility strategy services to nonprofits, public and institutional entities, and developers undertaking complex capital projects.
- Company typePrivate
- Founded2005
- HeadquartersBaltimore, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Cap Ex Advisory Group does
Cap Ex Advisory Group is a privately held professional services firm founded in 2005 and headquartered in Baltimore, Maryland. The firm specializes in owner's representation, real estate advisory, and facility strategy for organizations undertaking complex capital projects — encompassing feasibility analyses, financing strategy, capital stack development (including LIHTC and New Markets Tax Credit application support), design and construction oversight, and post-occupancy facility planning. Service tiers span from sub-$10K consultations to engagements exceeding $150K, structured as multi-year contracts and sized to estimated project budgets rather than published hourly rates.
The firm's client base is concentrated in the nonprofit, public/institutional, faith-based, affordable housing, and cultural sectors, with named engagements including the National Aquarium (Harbor Wetland / Blacktip Reef), Park School of Baltimore (STEM Wing), Beth Am Synagogue (renovation), People's Self-Help Housing (Broad Street Place, 40-unit LIHTC project), and Champions for Children (Tampa). The company does not develop proprietary technology products; its intellectual property is concentrated in its registered trademark, an interactive Capital Project Calculator tool, and a content library (Insights blog, free webinars) used as top-of-funnel demand generation.
The business model is founder/management-owned professional services revenue under a sales-led and event-driven GTM motion. Distribution occurs through direct engagement initiated via a website contact form, supplemented by referrals from community development, economic development, and professional associations such as AIA Baltimore. The operating team consists of approximately ten named professionals, including a Managing Member (Russ Robertson), two Chiefs (Cailin McGough, Kelli Peyton), and senior advisors drawn from Baltimore municipal government, Johns Hopkins University, the Baltimore Development Corporation, Whiting-Turner, and other institutional employers. The firm reports having guided 'hundreds' of public, private, institutional, and nonprofit projects since inception.
Cap Ex Advisory Group firmographics
Firmographics- Name
- Cap Ex Advisory Group
- Legal name
- Cap Ex Advisory Group
- Website
- https://capexadvisory.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Cap Ex Advisory Group is a Baltimore-based consulting firm founded in 2005 that provides owner's representation, real estate advisory, and facility strategy services to nonprofits, public and institutional entities, and developers undertaking complex capital projects.
- Ownership category
- akta.pro rank
Cap Ex Advisory Group industry classification
Industry- Product category
- Real Estate & Capital Project Consulting
- NAICS
- Real Estate Property Managers (53131), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Management Consulting Services (8742), Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)
- akta.pro secondary industries
- Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Cap Ex Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Baltimore
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Cap Ex Advisory Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Professional Consulting Services: Cap Ex Advisory Group generates revenue through professional consulting and advisory services related to capital projects. Services include owner's representation, real estate advisory, facility strategy, feasibility studies, financing strategy, and project management. The firm charges based on estimated project budgets, with budget tiers ranging from Under $10K to Over $150K for services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Small-scale project consultation |
| Other | Multi-year contract | Small to medium project services |
| Other | Multi-year contract | Medium project engagement |
| Other | Multi-year contract | Large project engagement |
| Other | Multi-year contract | Enterprise/major project services |
| Other | Multi-year contract | Major capital project advisory |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Cap Ex Advisory Group product offering
Product offeringCore offering
Cap Ex Advisory Group provides owner's representation, real estate advisory, and facility strategy consulting for complex real estate and capital projects. The firm serves as the owner's advocate throughout the visioning, design, financing, and construction phases of capital projects, with particular specialization in mission-driven developments for nonprofits, public entities, and institutions. Since 2005, the firm has guided hundreds of public, private, institutional, and nonprofit capital projects of varying size and complexity.
Product overview
Cap Ex Advisory Group operates as a consulting advisory firm offering a unified suite of capital project services rather than a software platform. The core service portfolio includes Real Estate Advisory, Owner's Representation, and Facility Strategy, which are supported by specialized advisory services such as Feasibility Analysis, Property Condition Assessments, and LIHTC Application Support. The firm also offers a proprietary Capital Project Calculator tool that helps clients model project economics. The services are designed to work together holistically, with the Capital Project Calculator enabling early financial exploration, Feasibility Studies providing project viability confirmation, and Owner's Representation delivering ongoing project leadership throughout design and construction.
Differentiator
Problem solved
Functional benefit
Products and services
- Real Estate Advisory Strategic guidance service that helps organizations pursue new facilities and shape community development initiatives, advising on real estate acquisitions and development planning. Targeted at nonprofits, public entities, and institutions undertaking capital facility projects.
- Owner's Representation Leads the visioning, design, and construction of capital projects with a focus on financial management and operational sustainability, serving as the client's advocate throughout the development process. Cap Ex extends the traditional owner's rep role to include refining project vision and planning, maximizing financing, planning operations, navigating public policy and community relations, and solving unique challenges.
- Facility Strategy Helps organizations improve the longevity, financial performance, and sustainability of facilities and portfolios through strategic planning, assessment, and facility portfolio analysis. Intended for organizations managing existing building assets that need long-term capital planning.
- Feasibility Analysis/Study Early-stage assessment that examines space needs, site conditions, potential project costs, funding options, and timing to confirm project viability or identify barriers before significant investment. Used by nonprofit and institutional clients before committing to a capital project.
- Property Condition Assessment (PCA) Objective evaluation of building health examining structural elements, mechanical systems, and critical components to guide strategic facility planning and prioritize improvement projects. Designed for owners of existing facilities needing to plan capital reinvestment.
- LIHTC Application Support Guided support for Low-Income Housing Tax Credit applications including documentation preparation, stakeholder coordination, financial engineering, and development approval navigation. Targeted at nonprofit and mission-driven affordable housing developers.
- Capital Stack Development Structuring layered financing strategies for capital projects, combining grants, tax credits, philanthropy, and other subsidies to complete project funding. Used by nonprofits and mission-driven developers needing to assemble non-traditional financing.
- Capital Project Calculator Online interactive tool that helps organizations model capital project economics by estimating capital campaign targets, affordable debt levels, and achievable building square footage based on user inputs. Functions as both a lead generation tool and a practical resource demonstrating the firm's expertise.
Companies that use Cap Ex Advisory Group
Customer profileNamed customers8 records
Segments5 records
Ideal customer profiles3 records
Cap Ex Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Cap Ex Advisory Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- AIA BaltimorecoreCap Ex's Russ Robertson partnered with AIA Baltimore to present 'Demystifying the Financial Stressors Faced by Your Clients' - an educational event helping architects and builders understand their clients' financial decision-making processes and project challenges.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Cap Ex Advisory Group competitors and assessment
Company assessmentBroad incumbents
- CBRE: CBRE is the world's largest commercial real estate services firm, offering project management, owner's representation, and real estate advisory across institutional, nonprofit, and public-sector clients. It is a broad incumbent comparable in service category but operating at a much larger scale.
- JLL: JLL is a global commercial real estate services firm offering project and development services, including owner's representation and capital project advisory. It is a broad incumbent that competes with niche owner's rep firms for institutional and nonprofit mandates.
- Cushman & Wakefield: Cushman & Wakefield is a global real estate services firm with project and development services that include owner's representation and capital project advisory. It is a broad incumbent peer to Cap Ex in the owner's rep category.
- AECOM: AECOM is a global infrastructure consulting firm with a substantial owner's representation, program management, and real estate advisory practice serving public, institutional, and private clients. It competes with Cap Ex on larger capital programs and increasingly on mid-sized nonprofit engagements.
Direct peers
- Anser Advisory: Anser Advisory is an owner's representation and project management consultancy serving public agencies, educational institutions, and nonprofit clients on complex capital programs. It is directly comparable to Cap Ex in service offering, client profile, and reliance on senior practitioners.
- Kitchell: Kitchell provides program management, owner's representation, and real estate advisory services to healthcare, education, civic, and nonprofit clients in the Western U.S. It is a direct peer in service mix, with a regional rather than East Coast footprint.
- Hill International: Hill International is a construction consulting and project management firm delivering owner's representation and PM services across real estate, infrastructure, and institutional capital programs. Comparable to Cap Ex for project leadership on complex capital programs, but at materially larger scale.
- OAC Services: OAC Services provides owner's representation, project management, and facility consulting for educational, cultural, and public-sector clients. It overlaps directly with Cap Ex in serving nonprofits and institutions undertaking capital projects.
- Heery International: Heery International is an architecture, engineering, and program/construction management consultancy serving public and institutional clients. Its owner's-rep and PM practice for institutional capital projects is directly comparable to Cap Ex's core offering.
- Brailsford & Dunlavey: Brailsford & Dunlavey provides program management, owner's representation, and real estate advisory services to nonprofits, higher education, government, and healthcare clients. It is the closest direct peer to Cap Ex Advisory Group given its nearly identical nonprofit/institutional focus and owner's-rep delivery model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Cap Ex Advisory Group social profiles
Digital presenceCap Ex Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cap Ex Advisory Group leadership team
Management profileNumber of profiles
Profiles10 records
Cap Ex Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cap Ex Advisory 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 Cap Ex Advisory Group
What does Cap Ex Advisory Group do?
Cap Ex Advisory Group provides owner's representation, real estate advisory, and facility strategy consulting for complex real estate and capital projects. The firm serves as the owner's advocate throughout the visioning, design, financing, and construction phases of capital projects, with particular specialization in mission-driven developments for nonprofits, public entities, and institutions. Since 2005, the firm has guided hundreds of public, private, institutional, and nonprofit capital projects of varying size and complexity.
Is Cap Ex Advisory Group a public or private company?
Cap Ex Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cap Ex Advisory Group founded?
Cap Ex Advisory Group was founded in 2005. It employs 11 to 50 people.
Where is Cap Ex Advisory Group based?
Cap Ex Advisory Group is headquartered in Baltimore, United States, in the North America region.
How does Cap Ex Advisory Group make money?
One revenue line is on record: professional Consulting Services.
Who are Cap Ex Advisory Group's main competitors?
Broad incumbents on record are CBRE, JLL, Cushman & Wakefield and AECOM. Direct peers are Anser Advisory, Kitchell, Hill International, OAC Services, Heery International and Brailsford & Dunlavey.
Does Cap Ex Advisory Group have an API?
No public API is recorded for Cap Ex Advisory Group.
What industry is Cap Ex Advisory Group in?
Cap Ex Advisory Group's product category is Real Estate & Capital Project Consulting. Its primary akta.pro industry code is BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation), with a secondary code of BPAHADAG, Capital Raising Advisory (Debt/Equity/Private Capital). Its NAICS code is 53131 and its SIC code is 8742.