Comprehensive Financial Modeling
We deliver in-depth, multi-faceted financial models including promote structures and sensitivity analyses to support informed decision-making.
Debt Structuring for Enhanced Returns
We identify and evaluate debt options designed to maximize your project’s financial performance.
On-Site Market Research
Our team conducts site visits to corroborate key assumptions and gather first-hand
local market insights.
Results-Driven Letters of Intent (LOI)
We prepare tailored LOIs that clearly define terms and drive progress toward a successful deal.
Compelling Pitch Books
Showcase your investment opportunity with professional-grade pitch books that highlight the value proposition and deal structure for investors and capital partners.
End-to-End Transaction Support
From strategy to closing, we provide expert guidance to help you navigate and complete your transaction successfully.
Due Diligence
Lease Audits
Thoroughly verify lease terms, rental income, and tenant obligations to uncover discrepancies and ensure accuracy in lease administration.
Vendor Contract Review
Evaluate third-party service agreements to identify opportunities for improved operational efficiency and cost savings.
Third-Party Coordination
Manage and align external partners for smooth and timely execution across all project phases.
Property Tax Analysis
Conduct in-depth research and analysis to assess tax obligations, identify appeal opportunities, and optimize expense forecasting.
Insurance Guidance
Review and source insurance indications that provide optimal coverage while ensuring compliance with lender requirements.
Detailed T12 Financial Reviews
Revenue Analysis
Validate rental income, concessions, and ancillary revenue to ensure stability and identify growth potential.
Expense Audit
Examine operating costs to reveal inefficiencies, reduce unnecessary spending, and benchmark against industry standards.
Net Operating Income (NOI) Evaluation
Confirm the accuracy of financial performance metrics to support reliable underwriting and asset valuation.
Cash Flow Analysis
Uncover seasonal trends, non-recurring items, and areas for financial improvement to enhance predictability.
Variance Analysis
Track financial performance over time to identify anomalies and mitigate potential risks before they affect returns.
Asset Management
Monthly & Quarterly Financial Analysis
Monitor income, expenses, and cash flow trends to maintain transparency and support informed decision-making.
Leasing Performance Review
Analyze occupancy rates, lease terms, and tenant retention strategies to enhance leasing outcomes and drive rental growth.
Expense Optimization
Identify operational inefficiencies and cost-saving opportunities to improve overall property performance.
Rent Comparable Analysis
Benchmark market rents to ensure competitive pricing and maximize rental income potential.
On-Site Staff Management
Evaluate property management team performance and provide actionable recommendations for improved efficiency and service delivery.
Business Plan Alignment
Review and refine property strategies to ensure alignment with your financial objectives and long-term vision.
Quarterly Investor Reporting
Deliver clear, concise investor updates with key performance insights and financial highlights.
Software Onboarding Support
Facilitate seamless implementation of property management software, ensuring your team is equipped for success from day one.
Exit Strategies
Exit Strategy Planning
Develop a clear, data-driven plan to maximize value at the end of your investment cycle.
Sale vs. Refinance Analysis
Assess key financial scenarios to determine whether a sale or refinance best aligns with current market conditions, asset performance, and your long-term objectives.
Refinancing Support
Guide you through the entire refinancing process, from underwriting to lender negotiations, to help secure favorable terms and optimize returns.
Disposition Strategy
Simplify the sales process with expert financial modeling, strategic market positioning, and end-to-end transaction management.
Asset Positioning for Capital Events
Enhance your property’s value and appeal to ensure a successful sale or recapitalization.
Equity & Debt Placement
Tailored equity and debt placement services for real estate operators. With institutional, high net worth, and family office contacts we can help provide solutions for your capital stack. A focused approach with proven results.