Site Selection

Branch Real Estate
Site Selection for
Credit Unions

site selection experts for your financial institution’s next branch

Locating and securing the optimal site for your credit union’s or bank’s next branch, headquarters, operations or call center facility is an incredibly important, complex decision as selecting the right spot will heavily influence your branch network’s growth potential far into the future.

It’s crucial to your success that you work with industry experts who utilize a no-nonsense multi-point data strategy for your credit union or bank’s branch real estate site selection process. Across the nation, we’ve acquired over $1 Billion in Real Estate for our clients over the past 20 years!

Talk With Our Team

LEVEL5 will identify the best locations,
negotiate, and deliver the land or building
that fits your needs.

As your guide, we:

Recommend only fully vetted and actionable real estate options
Provide a single point of contact to execute
Provide an “All-In” Site Acquisition Cost
Will veil your identity & negotiate directly with seller
Act like a developer vs a broker

Data-Driven Branch
Market Analysis & Site
Selection Process

Site selection is informed by the first phase in our turnkey growth strategy process, the credit union and bank market analysis study. This analysis utilizes our proprietary aggregate of data to evaluate trade, county, metro, and state areas to pinpoint trajectories for growth for now as well as for 5-10 years in the future. Your market reports culminate in a 10-year branch pro forma giving you clear visibility on branch performance at a specific location.

X marks the spot for growth, now it’s time to secure your site.

We Find Branch Real
Estate While You Run
Your Institution

Your team’s got an entire financial institution to operate each day and adding on the complex real estate process can make managing priorities more difficult and outcomes less effective.

When you work with a team who knows the ins and outs of site selection and acquisition, you can rest easy knowing experts have every aspect of your branch optimization strategy covered in your interest. We eliminate any guesswork and make the complex simple so that you can focus on keeping your institution running smoothly.