Real Estate Advisory2018-10-31T16:47:53+00:00


The Excelsior Group’s Real Estate Advisory Team specializes in real estate advisory and agency work for its corporate, institutional and healthcare clients.  The platform provides a boutique style of advising with a heavy emphasis on customer service, creative thinking and client driven solutions.

On the advisory side of the business, our team focuses on lease administration, strategic planning, relocations, renewals, lease restructuring, subleases, acquisitions, dispositions, and potential developments in the office, industrial and healthcare sectors.

Our agency work is focused on the office and industrial sectors and is primarily provided to properties owned by The Excelsior Group and/or its partners.

Our culture is team oriented, and we strive to work together to provide the best solutions for our clients’ needs in a creative and collaborative manner.



  • Strategic Planning
  • Lease Renewals / Lease Restructure Negotiations
  • Relocation Analysis
  • Sublease
  • Building Acquisition & Disposition
  • Project Management
  • Comparative Lease Cost Analysis
  • Site Selection
  • Sale / Lease Back
  • Land & Property Sales
  • Opinion of Sale & Lease Value
  • Development Consulting
  • Lease Administration
  • Marketing Planning & Research
  • Competitive Analysis
  • Reposition Strategy
  • Lease Negotiations
  • Construction Management
  • Development Consulting
  • Leasing / Leasing Strategy
  • Tenant Relations


Focus Financial has partnered with this team because of their market knowledge and strong industry relationships. We have worked together on numerous real estate transactions in various sub-markets over the last 12 years. We have tremendous confidence that the team will deliver professional real estate advice.
John Dritz - Senior Officer / Partner , Focus Financial Network, Inc.
Working with a team that has a comprehensive understanding of the market is crucial when making a smart real estate decision for my business. I have worked on multiple transactions with this team because we have confidence they will uncover the best opportunities and provide honest, trustworthy advice.

Paul Mortell - President , Certified Cirus Control Systems
Trust is a very important issue for me when selecting a real estate broker. The trust I have in this team provides me great confidence that General Mills’ best interests are being considered throughout any type of real estate negotiation.
Mike Nordstrom - Vice President , CRE General Mills, Inc.


Jim Jetland
Jim JetlandPresident, Partner - Real Estate Advisory
Steve Brown
Steve BrownExecutive VP, Partner - Real Estate Advisory
Dan Lofgren
Dan LofgrenVice President - Real Estate Advisory
Rob Davis
Rob DavisVice President - Real Estate Advisory
Misty Bowe
Misty BoweVice President - Real Estate Advisory
Joni Lorenz-Miller
Joni Lorenz-MillerVice President, Project Management - Real Estate Advisory
Katie Travena
Katie TravenaSenior Associate - Real Estate Advisory
Jake Sampson
Jake SampsonSenior Associate - Real Estate Advisory
Drew Rafshol
Drew RafsholAssociate - Real Estate Advisory
Barb Obarski
Barb ObarskiClient Coordinator - Real Estate Advisory
Reed Salmon
Reed SalmonLease Administrator - Real Estate Advisory