SitusAMC Real Estate Valuation Services, LLC

SitusAMC Real Estate Valuation Services, LLC provides valuation, valuation-management, appraisal, loan administration, daily NAV reporting, and valuation information systems focused on commercial real estate for institutional clients, including financial institutions, fund managers, and a pension client that receives fiduciary advisory services. Except for that pension advisory engagement, the firm’s work is primarily non-advisory valuation and reporting related to commercial real estate assets.

The firm’s research and valuation output are produced by compiling survey data from institutional commercial real estate professionals, economic models, and third‑party data sources, and are delivered through its proprietary Valuation Management System and daily valuation (DVS) platform to support reporting and investment decision‑making. SitusAMC REVS generally does not exercise investment management discretion for clients, but in its advisory role for the pension client it reviews and approves written investment guidelines and may set liquidity parameters and plan or approve asset dispositions to address liquidity needs.

Notable aspects relative to peers include the firm’s explicit pension consulting/advisory relationship and its operational capability to produce daily NAVs that facilitate acceptance of defined‑contribution capital, a service mix less common among investment managers. The firm also operates within a larger Situs corporate group, does not charge performance‑based fees, and structures advisory engagements on a scope or asset‑count basis rather than relying on percentage‑of‑AUM fee arrangements.