ENTERPRISE INSIGHTS & SOLUTIONS
Financial & Professional Services
Newmark turns real estate into a strategic advantage—helping firms navigate a shifting economic landscape with confidence. We deliver tailored, scalable solutions that strengthen compliance, reduce costs, elevate client-facing spaces, and mitigate risk with predictive insights.
Anchored by a team that is Adaptable to your needs, Agile in execution, and fully Accountable to your objectives, we act as a true advisory partner. Our strategies evolve with your business—enabling you to enter new markets, right-size your footprint, reimagine workplaces, and achieve measurable results.
Purpose Built Solutions
Location Strategy for International Growth
Scorecard-driven market selection—factoring talent, client proximity, regulation/tax, incentives, time zones, and risk—speeds expansion, controls cost and enables scalable, flexible coverage across regions.
Data-Driven Workplace Strategy
Real-time utilization and experience data informs space, service and tech decisions—boosting productivity, right-sizing footprint and spend and strengthening risk control with transparent KPIs.
Cost Optimization for Max Efficiencies
Reduce total cost of ownership (TCO) through benchmarked playbooks, analytics, vendor consolidation, and automation to eliminate waste and scale efficiencies across your leased and owned portfolio.
Future-Proofing for Real Estate Trends
Trend sensing and adaptive portfolios—flex terms, modular space, resilient low‑carbon assets and digital readiness—reduce risk, protect compliance, lower TCO and enable quick pivots.
Trends Impacting Your Industry:
The OBBB is reshaping office tenant strategy by introducing powerful tax incentives and depreciation rules that make build-outs, turnkey leases and centralized capital planning far more cost-efficient and financially advantageous.
Regulatory-driven lease redesign is reshaping terms with shorter base- plus-option structures, indexation caps, adjusted sale-leaseback timing and codified BC/DR standards.
Refinancing cliffs are shifting leverage to tenants, who are using counterparty and capital-stack diligence to secure extra precautions. Critical-core functions are being carved out from generic office creating bespoke OPEX profiles, longer permit timelines and specialist vendor needs.
Technology continues to disrupt the customer experience and consumer expectations.
900+
Headquarter strategies developed since 2018
- Portfolio Optimization
- Workplace Strategy
- Location Strategy
- Valuations & Advisory
- Capital Markets
12-18%
Run rate reduction achieved on portfolio spend
- Lease Administration
- Transaction Management
- Occupancy Planning
- Program & Project Management
$4.3B
Managed operational third-party spend
- Facilities Management
- Experience Program
- Energy & Sustainability
- Asset Management
- Technology Solutions
Recently Serviced Clients:
Case Studies
01
AllianceBernstein
PROJECT SUMMARY:
Nashville, TN
Global Headquarters
$80.1M capital investment
1,050 new jobs
NEWMARK SERVICES:
Location Strategy & Site Selection
Economic Incentives Advisory
Transaction Management
Newmark negotiated and secured $87.5M in total benefits.
Situation
A leading global investment-management and research firm with existing New York operations was evaluating the opportunity to achieve operational cost savings by relocating its Manhattan headquarters to the Southeast – including over 1,000 highly-paid positions paying average annual wages equal to $200,000.
Outcome
Newmark evaluated 24 communities across 16 states to identify a shortlist of locations that aligned with company needs, culture, and preferences. Ultimately, Newmark identified a location that achieved the desired cost savings. Newmark negotiated and secured $87.5 million in total benefits including $24.5 million in cash grants from the state and local municipality and $63 million in franchise tax savings as a result of new tax legislation Newmark worked with the State to pass and implement.
02
Santander Consumer
PROJECT SUMMARY:
Tampa, FL (Pasco County)
Expansion
875 jobs
122,000 SF Office
NEWMARK SERVICES:
Location Strategy & Site Selection
Economic Incentives
Transaction Management
Newmark negotiated and secured more than US $2 million in just local incentives.
Situation
A leading financial services firm looking to increase capacity and expand time zone coverage for customers sought to open a new operational campus for up to 875 new associates.
Joint Newmark Consulting and Brokerage pursuit to provide a seamless team solution, from strategy to implementation. Managed a thorough screening and investigation of the eastern and central time zones, identifying top 15 markets in 12 states, eventually short-listing top 2 cities for detailed labor, community, and property evaluations. Prepared incentive feasibility analysis, modeling and negotiation..
Outcome
Integrated an end-to-end service delivery approach that included business strategy, site selection, economic incentives negotiation and implementation, real estate transaction execution, and assistance with the coordination and management of the announcement and public relations.
03
Nubank
PORTFOLIO:
Global
8 Sites
341K SF
2020–Ongoing
SOLUTIONS PROVIDED:
Facilities Management
On-Demand Project Management
‘NuWay of Working’ Drives Safe Reboarding, Global Growth Through Customization and Strategic Partnership
In 2020, Newmark entered a strategic partnership with Nubank, a rapidly expanding fintech company in Latin America. The objective was to ensure safe employee reboarding during Covid-19, implement facilities management operations, and support Nubank’s global growth.
Challenge
During the pandemic, Nubank needed a strategic plan to safely bring employees back to the office under changing and often unclear governmental safety rules. While Nubank’s Real Estate and Workplace Services (REWS) team formulated the Workplace Experience strategy, Newmark was tasked with its implementation, ensuring efficient facilities management and handling of operational tasks.
Solution
- Developed a tailored reboarding program for a smooth employee return.
- Integrated with Nubank’s REWS team to implement their Workplace Experience strategy, with a focus on managing change effectively.
- Launched the "NuWay of Working" post-pandemic plan, ensuring secure and seamless operations in Nubank’s São Paulo headquarters.
- Expanded localized FM strategies to Mexico, supporting Nubank's international growth.
- Supported global expansion with projects like Casa UV, a premier client space and tourist destination in São Paulo.
Outcome
- Enabled safe workplace re-entry, delivering operational efficiencies and cost savings.
- Supported Nubank’s growth from 15M to 100M clients globally.
- Supported organic growth by optimizing operations and expanding FM to Germany, Colombia, the U.S., and beyond.
- Provided robust infrastructure and innovative workplace solutions, enhancing Nubank's growth strategy.
Contact Us
