Services

Financial Underwriting - Argus and Excel models including leveraged and unleveraged sensitivity analysis
Market Underwriting - sale and rent comparables, lease up and absorption projections
Operating Expense and Real Estate Tax Analysis with market comparables
Review of Third Party Reports - Property Condition, Environmental, Survey, Title, Zoning and Appraisal
Legal - review of Purchase and Sale Agreement and other documents
Close transaction

Cash Flow analysis with special attention to cash distributions
Identify target source of capital - Institutional, Family Office, High Net Worth, Foreign
Create marketing materials including executive summary, sponsor information, opportunity, market synopsis, financial analysis
Collect expressions of interest and term sheets
Negotiate term sheet
Oversee due diligence process
Review of Third Party Reports - Property Condition, Environmental, Survey, Title, Zoning and Appraisal
Document transaction with legal counsel
Close transaction

Financial Underwriting - Argus and Excel Models with leveraged and unleveraged sensitivity analysis
Determine best strategy - wide marketing process or off market
Create Request For Proposals and send to qualified Investment Sale Brokers
Review Broker presentations and make recommendation
Oversee process of Investment Sales Brokers
Interview potential buyers
Participate in Agreement of Sale negotiations
Oversee Purchasers due diligence process
Close transaction

Leasing Oversight

Conduct weekly, bi-weekly or as needed meetings with property leasing brokers
Prepare meeting summary, recommendations and course of actions/next steps
Prepare lease analysis for all proposed lease transactions
With lease broker assistance, prepare annual lease up projections with anticipated economic terms
Maintain long term strategic leasing plan

Review annual budgets
Summarize monthly reporting packages
Coordinate activities of third parties - property managers, legal and accounting
Conduct monthly, quarterly or as agreed upon site visits and summary reports
Develop strong understanding of local market knowledge and fundamentals
Coordinate activities with other investors
Oversee reporting requirements to equity partners and lenders
Real Estate Appeal and Insurance Risk Analysis

Cash Flow analysis with special attention to maintaining a positive debt service ratio and reserves required
Identify target - Balance Sheet Lender, CMBS, Insurance Company
Create market materials including executive summary, sponsor information, opportunity, market synopsis, financial analysis
Collect expressions of interest and term sheets
Negotiate term sheet
Oversee due diligence process
Review of Third Party Reports - Property Condition, Environmental, Survey, Title, Zoning and Appraisal
Document transaction with legal counsel
Close transaction

Evaluate condition of property versus intended competition
Identify list of greatest deficiencies and potential to meet or exceed intended competition
Prepare general scope of work, budget for improvements and cost benefit analysis
Depending on scope of improvements, meet with architect(s) or contractor(s) to refine scope of work and budget
Engage Architect to develop Construction Documents
Bid Construction Documents to contractors and choose most qualified contractor taking into account price
Value engineer project and agree on final scope of work
Monitor construction progress and any change orders
Close out contracts and final punch list

Guest Speaking and Writing

SERVICES