Our Services
Financial Analysis
Institutional quality financial analysis and pro forma models estimate and help visualize project budgets, timelines, expected profits, and sources and uses of funds.
Pro forma models are customized for each project and can be made as simple or complex as necessary. We understand conventional 65/35 debt/equity capitalizations as well as more complex structures such as preferred return & IRR waterfall hurdles, mezzanine financing, stabilization refinancing and inventory loans, and more.
Investor Presentations
Pre-development: comprehensive investment presentations and offering memorandum that outline project vision, milestones, and financial overviews to aid in the fundraising process.
During and post delivery: update investors with newsletters, quarterly progress reports, and project track records to maintain investor relations and strengthen your brand.
Research & Due Diligence
Research: quantitative and qualitative market research, taking into account market trends and asset idiosyncrasies.
Due Diligence: financial review of statements, budgets, rent roll, operating agreements, etc. to understand the asset(s).
Best-use Analysis: Review of asset zoning, local supply & demand trends, and macro & micro factors to optimize use of the asset.
Brokerage
Advisory and brokerage services for commercial acquisitions as well as acquisition of apartments for investment or personal use.