Setting the Standard
We hav extensive experience in real estate, including single-family residential, multifamily, senior living, hospitality, and commercial projects. Our team has underwritten more than $10Bn of real estate projects. Our clients have used our investor materials to successfully present and raise capital from some of the largest investment banking institutions in the United States. Our expertise includes creating development models suitable for presenting to equity investors and lenders.
Real Estate Services
Levered Cash Flow Model
Purpose-built development and value-add financial model, that is dynamic, user-friendly, and holistically captures the nuances of your project. Our Levered Cash Flow models follow the best practices for financial models used by the largest investment banking institutions and are presented in a format sought by seasoned real estate lenders. The analysis is summarized in a best-in-class dashboard with key ratios such as project IRR and DSCR to visually present a complete analysis of your project.
Levered Cash Flow Model with Waterfall Schedule
Complete Levered Cash Flow Model plus a tiered cash flow schedule to capture the returns payable to LPs and GPs. We can add a user-friendly dynamic multi-tiered schedule tied to IRR hurdles, allowing you and your investors to easily analyze and adjust the equity returns.
Business Plans & Pitch Decks
We have prepared more than 300 investor pitch decks, business plans, and confidential information memorandums for its clients across several sectors. We have a deep understanding of how to synthesize data into marketing materials that are tailored to include information that your target audience precisely requires and bases its investment decisions on.
Accounting & Bookkeeping
We can provide you with virtual CFO services, managing your books in both U.S. GAAP and IFRS compliant standards.
We can provide you with an internal audit of your financials, and act as a liaison to external auditing firms for you while owning primary responsibility for your company’s views on technical accounting matters.
We can provide you with additional advisory services: negotiate transactions with investors and stakeholders, prepare investor materials, optimize the legal and financial structures of investments and exits, organize and synthesize due diligence, introduce and manage legal and audit relationships.