Advisory
Engagements scoped to the work.
Services covering the full life of an asset, from the underwriting that decides whether to buy it through the leasing and capital decisions that determine what it becomes.
How Engagements Work
Scoped precisely. Executed directly.
Work can be a single deliverable, an underwriting review before an IC date, a lease analysis before signing an LOI, or ongoing asset management across a portfolio.
Deliverables are built to institutional standard and designed to be used: models that tie out and can be handed to a lender or an investment committee, memoranda that support a decision, and reporting that a capital partner can read without translation.
Services
Six disciplines across the life of the asset.
01
Investment Underwriting
- Acquisition underwriting review and development
- Argus and Excel financial modeling with sensitivity analysis
- Deal risk identification and investment recommendations
- Investment committee and fundraising materials preparation
02
Asset Management
- Annual budget preparation and quarterly reforecasting
- Performance tracking against budget and strategic objectives
- Cash flow analysis and property performance reporting
- Strategic asset plan preparation and risk identification
03
Operational Backing
- Property management oversight and agreement review
- Budget development assistance
- CAM and expense reconciliation review or development
- Service agreement and operating cost analyses
04
Debt & Capital
- Lender package preparation support
- Loan covenant and compliance oversight
- Financing scenario analyses
- Debt broker hiring and agreement negotiation support
05
Construction Support
- Landlord work and TI scope development and negotiation support
- Project planning in coordination with construction representatives
- Budget estimate coordination and feasibility analyses
- Construction schedule and lease-up modeling
06
Leasing & Tenant Economics
- LOI and lease review and negotiation support
- Lease financial analyses and delivery planning
- Brokerage team oversight and agreement negotiation
- Tenant coordination and lease abstraction
Selected Work Product
Materials shown are representative samples prepared to demonstrate format and analytical approach. Client work product is confidential and is not displayed.