Client Profile

Oak Tree Financial Advisors, Inc. is a growing financial advisory firm headquartered in Carmel, Indiana. Led by partners Ed Snyder and Chris Baker, the firm provides a full range of wealth management services from their office located at Hamilton Crossing IV. With a strong client base and expanding operations, Oak Tree Financial Advisors was actively seeking ways to increase their office footprint to support continued growth.

Oak Tree Financial Advisors & Allies Partnership

Oak Tree Financial Advisors engaged Allies Commercial Realty to help them evaluate the market, negotiate a lease renewal, and secure favorable terms for their planned expansion. With limited lobby-facing suites available in the market, there just so happened to be an ideal vacant space directly across the lobby from their current office.  Our team leveraged market knowledge and negotiation strategy to maximize the opportunity.

• Tight market inventory – Comparable lobby-facing suites were nearly impossible to find in the broader Carmel submarket.
• Landlord financial limitations – The landlord was unable to provide a tenant improvement allowance, which is typically standard for expansion/renewal deals.
• Need to create negotiating leverage – Despite limited availability, our team conducted a thorough market review to support strategic negotiation efforts.