Investors
We assist investors in understanding the feasibility of potential real estate acquisitions, reviewing operational materials, and validating the claims of general partners to ensure investments offer the anticipated returns..
Investment Strategy
Portfolio Diversification Analysis: Evaluate client's current portfolio and suggest diversification strategies for risk mitigation and balanced growth.
Return on Investment Forecasting: Predict the potential return based on the data provided, helping clients project future gains.
Cash Flow Analysis: Assess the expected cash inflow and outflow over the asset's lifecycle, aiding in budgeting and planning.
Acquisition Analysis
Due Diligence Support: Analyze the provided data to ensure a comprehensive review of the potential acquisition, highlighting any areas of concern or opportunity.
Proforma Analysis: Forecast potential revenue, expenses, and net operating income based on provided data.
Cap Rate Evaluation: Calculate and assess the capitalization rate based on the provided income and valuation data, helping investors understand the potential return on an acquisition.
Performance Analysis
Historical Performance Review: Analyze past financial data to identify trends, successes, and areas of improvement in your assets.
Benchmarking Analysis: Compare your investment's performance metrics against similar properties using your provided data sets.
Yield Management: Examine rental income trends to optimize pricing strategies and maximize revenue for multifamily and hospitality assets.
Growth Forecasting
Cash Flow Projections: Forecast future cash flows based on historical trends and potential changes in your asset strategy.
Asset Growth Forecast: Predict the potential revenue and expense growth of assets over time using your data trends.
Market Cycle Positioning: Analyze where your assets stand in relation to market cycles to inform future financial strategies, based on the data you provide.
If your investment has nuanced components and requires specialized knowledge (Adaptive Reuse, Environmental Initiatives, Affordable Housing/LITHC, etc.) please do not hesitate to reach out! As an experienced team of analysts with diverse backgrounds, networks and prior experience, we are happy to assist your team with specialized projects, or refer you to someone who can!