Real Estate Development

The Whole Development Lifecycle, Mapped

Owners and developers carry a project from the first market study to the months after opening. We've laid out that whole run: 13 phases, 74 processes. Find the opportunity that's right for you.

An RFI. A change order. A lease clause. A spec section that doesn't match the drawings. Each one needs a careful read against the contract, and each one lands on someone who's already stretched.

We build reviews that do that careful read with your team. Each one walks your coordinator through the call a senior project manager would make, one question at a time.

A person decides. The review never does.

For Owners and Developers

The people who carry a project from the first study to the keys, and the teams they hire to run it.

Developers

Taking a site from feasibility through approvals, design, construction and handover, with a paper trail that starts on day one.

Owners

Opening locations of your own, one or many, and living with the lease, the warranties and the building after the contractors leave.

Their Project Teams

Owner's reps, project managers and coordinators: the people who do the reading, the tracking and the answering.

Find the Opportunity That's Right for You

The full development lifecycle: 13 phases and 74 processes, from the first market study to the months after opening.

  1. Market Strategy

    7 processes

    • Market Feasibility Review
    • Demand Analysis
    • Market Demographic Analysis
    • Competitive Landscape Review
    • ROI Modeling
    • Capital Planning Scenario
    • Investment Risk Screening
  2. Site Selection

    8 processes

    • Site Identification
    • Site Intake Structuring
    • Site Feasibility Review
    • Landlord Evaluation
    • Landlord Risk Review
    • Lease Responsibility Review
    • Lease Compliance Review
    • Lease Documentation Archive
  3. Entitlement / Permitting

    5 processes

    • Zoning Compliance Check
    • Code Compliance Review
    • Permit Strategy Development
    • Permit Submission Coordination
    • Landlord Design Compliance
  4. Design

    7 processes

    • Consultant Selection
    • Design Kickoff Coordination
    • Design Guideline Review
    • Design Coordination Review
    • Drawing Development Review
    • Constructability Review
    • Value Engineering Review
  5. Preconstruction

    5 processes

    • Preliminary Cost Model
    • Construction Budget Development
    • Schedule Development
    • Procurement Strategy Development
    • Bid Package Preparation
  6. Procurement

    6 processes

    • Vendor Qualification
    • RFP Management
    • Bid Evaluation
    • Vendor Contract Review
    • Procurement Tracking
    • Vendor Performance Evaluation
  7. Construction

    8 processes

    • RFI Review
    • Site Issue Documentation
    • Change Order Review
    • Schedule Delay Review
    • Construction Progress Monitoring
    • Cost Impact Analysis
    • Safety Issue Review
    • Spec Gap Review
  8. Project Closeout

    5 processes

    • Substantial Completion Verification
    • Punch List Management
    • Project Closeout Documentation
    • Warranty Documentation Review
    • Final Cost Reconciliation
  9. Operations Handover

    4 processes

    • Operations Readiness Planning
    • Operations Training Coordination
    • Operational Documentation Review
    • Handover Acceptance
  10. Post Opening

    3 processes

    • Store Performance Monitoring
    • Operations Feedback Review
    • Post Opening Support Coordination

Alongside Every Phase

The money, the paperwork and the decisions that run the whole length of the project.

Finance

5 processes

  • Budget Oversight
  • Cost Tracking Review
  • Financial Reporting Review
  • Funding Approval Preparation
  • Financial Compliance Review

Legal / Admin

5 processes

  • Contract Administration Review
  • Insurance Coordination Review
  • Corporate Record Management
  • Lease Administration
  • Compliance Management Review

Executive

6 processes

  • Capital Approval Preparation
  • Vendor Strategy Review
  • Board Presentation Preparation
  • Strategic Direction Review
  • Executive Reporting Preparation
  • Leadership Oversight Review

Pick the one that costs your team the most time, and we start there. See how a review looks in the project hub.

Fifteen Years on the Owner's Side

Upstream's founder spent 15 years as an owner's rep on retail and hospitality projects, coordinating architects, engineers, contractors, landlords and ownership groups.

What They Said

"The successful back-to-back opening of SoHo, Michigan Ave were nothing short of extraordinary. Your hard work, collaboration and dedication to world-class results is what made this massive milestone possible. And we're deeply grateful."

Letter of Recognition, CEO & EVP, Aritzia Scope: Architectural Project Manager

"The strategic leadership and technical expertise were instrumental in the successful delivery of Aritzia projects. His ability to streamline complex workflows, align cross-functional teams, and drive scalable systems had a lasting impact across our Architecture group."

Letter of Reference, VP Architecture, Aritzia Scope: Sr. Manager Technical Development

Start With One Review

Book a free intro call. Bring the project that's taking the most of your week, and we'll look at it together.

levi@upstreamconsulting.ca