Advising
Strategic guidance to help you plan, finance, and secure space for lasting community impact
Our Approach
We help mission-driven organizations make informed, values-aligned choices about their facilities and finances. From arts and culture spaces to social services hubs, small scale affordable housing and more, we provide strategic advice that move visions of community ownership forward.
Rooted in the belief that community-controlled real estate is a powerful tool for equity, stability, and lasting impact, our team partners with organizations across California—especially those serving historically underserved communities. We help assess readiness, strengthen capacity, and guide meaningful steps toward owning and sustaining community-serving spaces.
Our Core Advising Areas
We support social purpose real estate projects at every stage, from early planning and pre-development to development and ownership.
Our advising spans across several key areas, including:
Real Estate Readiness
Map goals, fill gaps, and chart the path to ownership.
Project Vision and Stakeholder Engagement
Guide board, staff, and other stakeholders through a process to establish a project vision.
Financial Management
Strengthen budgeting, cash-flow, and long-term planning.
Lease Stabilization
Negotiate, evaluate, and secure mission-aligned space.
Acquisition and Construction
Assess feasibility, assemble partners, and secure project financing.
Asset and Facility Management
Plan for operations, maintenance, and long-term stewardship.
Our Offerings
We provide tailored support at every stage of your real estate and financial journey. Some services are grant-supported, while others are offered on a fee-for-service basis—ensuring we can meet a wide range of needs and project scopes.
One-on-One Support
Rapid Response CALLS
Free 45-min consult for quick real estate or financial questions
mini-consults
Short-term advising on lease negotiations, facility planning, and more
full engagements
Longer partnership for more complex planning and readiness
Cohort Programs
California Community-Owned Real Estate (CalCORE)
Supports emerging nonprofit real estate organizations on the path to community ownership
Region- or Topic-Specific Cohorts
Addresses real estate challenges and opportunities in specific communities or sectors
(New cohorts launching soon!)
Learning Resources
Free Workshops and Webinars
Trainings on real estate and financial management offered throughout the year
Real Estate Readiness Resources
A hub of real estate and financial management tools and resources to support your real estate journey
(Launching soon!)
Get Started
Have questions about your facility, finances, or real estate goals? Book a free call with us to get started. We’re here to help you take the next step with clarity and confidence.
Meet the Team
Get to know the experts who will be supporting you on your journey. We bring experience, creativity, and collaboration to help make your vision a reality.
They are in the business of helping bring stability and abundance to nonprofits. They do what we don’t do. I don’t do real estate; I probably wouldn’t be trying to buy a building if it wasn’t for Community Vision. I don’t have the team here to think about real estate, term sheets, inspections, and all those things. The tax implications of it. I wouldn’t be doing it. I think that’s the business they are in. Bringing in expertise that most nonprofits don’t have.
Jacob Martinez, Chief Executive Officer of Digital Nest
Client Stories
Empty Spaces to Thriving Places: Centering Community on the Ground Floor of Affordable Housing Projects
Across the country, the affordable housing crisis continues to grow. Rising rents and home prices, coupled with long-standing inequities in…
Highlights from CalCORE and SPRE Summit 2025: Advancing Equity Through Community-Owned Real Estate
Above: CalCORE participants with Community Vision and Genesis LA staff at the 2025 convening in Los Angeles. Last week, Community…
Building Fresno Together: Southwest Fresno Development Corporation
“Southwest Fresno is a beautiful community with an iconic and rich cultural history. It used to be a complete community…
