Custom Tailored Financial Models
Specializing in the production of financial models for complex commercial real estate and private equity investments
Asset Management
Track investment performance, provide investor updates, and inform potential capital market or liquidity decisions
Investment Memorandum Creation
Take deals to market with confidence and identify new investors with our easy to digest investment material


Capitalization Strategy
Optimize your capitalization strategy to acquire, develop, or refinance your assets and portfolio investments
Business Plan Analysis
Refine investment decisions by receiving an unbiased opinion relating to your operating and investment strategy
Joint Venture Consulting
Implement creative solutions to operating agreements, promote structures, and exercise rights


Asset Management
Understand how actual property performance varies to budget and pre-investment underwriting to augment business plan
Valuation Services
Independent and unbiased valuation services completed in compliance with quarterly reporting or in connection to a potential capital market event


Investor Reporting
Utilized in combination with quarterly valuation services to provide internal and external investors with updated distribution and performance projections