Advisory ScopeTerms of Service

Welcome to the website of Crown Estate Advisors. By accessing this site or engaging our professional property consulting services, you agree to comply with and be bound by the following Terms of Service.

Please read these terms carefully. If you do not agree to these terms, you should not access this website or engage our consulting partners.

1. Professional Advisory Capacity

Crown Estate Advisors provides real estate consulting, property market research, due diligence oversight, and strategic investment analysis. We do not act as licensed broker-dealers, financial planners, or investment bank syndicates. Our advisory deliverables represent analytical forecasts and underwriting opinions based on available market data. The final decision to buy, sell, or finance any real property rests solely with the client.

2. Exclusion of Legal and Tax Counsel

While our services cover capital structure reviews and portfolio optimization, nothing on this website or in our consulting deliverables constitutes legal, tax, or accounting advice.

Real estate transactions carry significant tax implications (such as Section 1031 tax-deferred rollovers, tax depreciation, and corporate entity formations). Clients are required to consult their own CPA, tax attorney, or qualified legal counsel to verify the legal and tax structures of any transaction.

3. Consulting Fee Structures

All client engagements are performed under a signed, written Consulting Agreement specifying the scope of work, timeline, and fee structures. We operate on a flat-fee, hourly, or project-based fee model, completely independent of sales-driven commissions. Fees are invoiced and payable according to the terms specified in the individual client agreement.

4. Client Data and Underwriting Materials

We work with clients to gather necessary financial records, rent rolls, lease covenants, and tax statements to perform underwriting and due diligence audits. The client represents that all financial records and information provided to Crown Estate Advisors are accurate and complete.

5. Intellectual Property

All custom research reports, demographic maps, DCF models, and underwriting summaries delivered to you are for your internal corporate use. You retain ownership of your proprietary business data, and Crown Estate Advisors retains ownership of our proprietary databases, models, and analytics templates.

6. Limitation of Liability

Real estate markets are subject to changes in interest rates, zoning codes, construction costs, and economic cycles. Crown Estate Advisors does not guarantee future financial yields, tenant occupancy levels, or asset appreciation rates. To the maximum extent permitted by law, our liability is capped at the total fees paid under your Consulting Agreement.

7. Governing Law

These Terms of Service are governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles. Any dispute arising under these terms shall be subject to the exclusive jurisdiction of the courts located in Pensacola, Florida.

For questions or concerns regarding our terms of engagement, please contact our Managing Director at 7982 Burnside Loop, Pensacola, FL 32526, or email info@CrownEstateAdvisors.com.