Step 01
Screen
We start with your mandate, not the listing: return targets, hold period, risk tolerance, and what you are actually trying to build. Deals get measured against that, and most get declined here.
Step 02
Underwrite
We build the model from source documents: rent roll, operating statements, comparables. Every assumption we were handed gets rebuilt. You receive the numbers and the reasoning behind each one.
Step 03
Structure
We lay out the financing options side by side at their true cost, model each against your hold period, and prepare the package your lender or equity partner will underwrite you on.
Step 04
Steward
After close, we stay on the file: reporting on a set cadence, a standing hold-versus-sell view, and review of major commitments before they are signed.