Project Due Diligence & Business Advisory
Proven industry veterans who know small business and real estate investing
Real Estate Due Diligence
Our Experience in Financial Management
We advise clients looking to de-risk their projects and businesses
Expertise in activities across $3 Billion dollars of real estate:
- Project Financial Modeling – Uncovering Risk & Returns
- Market Research – Demand Drivers & Submarket Competition
- Manager Vetting – Review of Sponsors, Developers, GCs, Partners
- Report Formation – Thorough Documentation of Findings
- Ongoing Asset / Development Management Services
- Lender Negotiations
Our Technical & Advisory Services:
- Fractional / Interim CFO
- Liquidity Management
- Business Valuation & Exit Planning
- Financial Statement Compilations / Clean up
- Executive Dashboards / Board Reports
- Accounting Services – Funds / JVs / Properties / Operating Companies / Construction / Payroll
- Corporate & Real Estate Financial Planning
KABR Portfolio | $220,000,000
- 4x Class A/B Properties
- 1,000+ Apartments
- Role: Asset Management & Capital Markets
- Jacksonville, FL
Strategic Management & Advisory
Josephine | $58,00,000
- Multifamily Construction
- 166 Apartments w/ MFTE
- Role: Asset Management & Capital Markets
- Seattle, WA
Strategic Management & Advisory
Amplitude Portfolio | $325,000,000
- 9+ Class C Properties
- 1,700+ Apartments
- Role: Interim CFO over Asset Management & Capital Markets
- Phoenix, AZ
Strategic Management & Advisory
Business & Family Advisory
Our Experience
We provide fractional CFO and business valuation to entrepreneurs, funds, and multi-generational families
Our Technical & Advisory Services:
- Fractional / Interim CFO
- Liquidity Management
- Business Valuation & Exit Planning
- Financial Statement Compilations / Clean up
- Executive Dashboards / Board Reports
- Accounting Services – Funds / JVs / Properties / Operating Companies / Construction / Payroll
- Corporate & Real Estate Financial Planning
Let's talk
Our mission is to fuel our clients’ vision with expert solutions and prepare them to compete at the highest level