Real Estate Feasibility & Underwriting
Market analysis, Excel modeling, investment screening, and development feasibility for sponsors, developers, and LPs.
- Deliverables: Custom DCFs, scenario analysis, return modeling, IC memos, and investor presentations.
- Ideal for: Acquisition, repositioning, or early-stage concept validation.
Capital Planning & Investor Materials
Investor-facing financials and structured materials to support fundraising, JV structuring, or internal decision-making.
- Deliverables: Waterfall models, decks, memos, investor packages.
- Ideal for: Sponsors preparing for fundraising or investment committee review.
Advisory for Public & Private Sector Clients
Program design, operational infrastructure, pro forma evaluation, and gap analysis for housing-focused organizations, local governments, and GP’s.
- Expertise: Fund and performance reporting, HCV modeling, affordable/workforce feasibility, and site planning support.
- Ideal for: Agencies, CDFIs, and non-profits seeking expert analysis with a capital markets lens.
- Flexible engagements available: project-based, hourly, or fractional advisory retainer.