5-Step process
Tell us about your project, the help you need, and the timeline you’re on. We’ll match you with one of our offerings and schedule a call to learn more about how we can assist.
After we’ve learned more about your needs, we’ll provide a scope of work summarizing the project timeline and cost to ensure both parties are aligned.
Once the scope is agreed upon, we start drafting your financial model and analysis right away. During the process, we’ll be in contact with any questions that come up.
When the draft is complete, we’ll email you our work and find a time to review everything in person. This is your time to ask questions, tell us how you’d like the project adjusted, and ensure our product aligns with your vision.
We’ll provide a set of agreed upon revisions and deliver your final product.
Pricing Plans
- $ / Hour
- Best for Specific Projects
- Ex: Underwriting, Custom Model, Market Analysis
- 5-10 Day Turnaround
- Fixed $ Monthly Retainer
- Best for Consistent, Ongoing Work
- Ex: Full-Service Analyst Support for a Month
- Immediate Access and Response
Case Study 01 – Development Model
STRUCTURE
- Pricing Plan: Single Project ($/Hour)
- Hours: 10
- Pricing: Contact for Pricing
SCOPE
- Provided custom financial model and underwriting assumptions for a 50-unit midrise development opportunity in Venice, CA
- Client was an individual real estate developer
WORKFLOW
- Client provided general project info, cost estimate, development schedule, and partnership terms
- Created a custom Excel-based development model with land contribution and Co-GP functionality to accurately model the project’s complex
partnership structure in 7 days - Client provided feedback and requested certain changes be made
- Implemented changes and turned final product over to client in 3 days
RESULTS
- Client used our analysis to propose new partnership terms, better aligning all parties involved in the transaction
- Client successfully raised JV-equity using our investor pitch deck materials
- Contact us for examples of our work
Case Study 02 – Flex Acquisition Analyst
STRUCTURE
- Pricing Plan: Flex (Monthly Retainer)
- Hours: 60
- Pricing: Contact for Pricing
SCOPE
- Provided acquisition underwriting services to a lean real estate private equity firm based in NY targeting a value-add opportunities in Brooklyn
- Firm had one key principal with several administrative and operations employees
- Responsible for financial diligence and assisting in the closing processes
WORKFLOW
- Firm shared offering memorandums, financial models, rent rolls, T12
financials, and other war room materials for new opportunities - Conducted financial due diligence, summarizing our findings in 1-3 days
- Common underwriting metrics used: Basis PSF, Yield-on-Cost, Entry Cap Rate, IRR (Unlevered and Levered), NPV
- If the metrics met the firm’s criteria, we added to the firm’s pipeline
- Assisted in presenting new opportunities weekly to limited partners
- Once limited partners approved the opportunities, we issued LOIs
RESULTS
- Assisted the firm in generating an estimated $1.1M in revenue
- Analyzed and underwrote 3 to 5 new opportunities per week
- Issued 3 LOIs based on our underwriting
- Closed a $50M property located in Brooklyn, NY
- Contact us for examples of our work
