Commercial Real Estate Success Stories

CASE 001 — FINANCIAL UNDERWRITING
CLIENT | HIGH NET-WORTH INDIVIDUAL

CASE 002 — DUE DILIGENCE
CLIENT | PRIVATE FAMILY OFFICE
Performed comprehensive due diligence on a complex off-market acquisition using AI-enhanced document review and valuation analytics. Our analysis integrated financial audits, legal reviews, and performance benchmarking, enabling the investment committee to mitigate risk exposure and proceed confidently to closing.

CASE 003 — EQUITY AND DEBT PLACEMENT
CLIENT | REAL ESTATE SPONSOR
Structured and sourced a blended capital stack comprising institutional equity and senior debt, supported by SBAi™ market and capital flow intelligence. The capital solution enabled a multi-property acquisition strategy, improving returns while optimizing leverage and positioning the portfolio for long-term value creation.

CASE 004 — EXIT STRATEGY
CLIENT | INVESTMENT CONSORTIUM
Developed and executed a targeted exit strategy for a mature real estate investment vehicle, leveraging AI-driven valuation benchmarking and buyer mapping. Our approach informed pricing strategy, enhanced buyer outreach, and structured disposition terms — resulting in a profitable exit above projected IRR expectations.