Services & Scope
Twelve services spanning the life of a deal — from a 48-hour screen to full development modeling, market studies, audits, and standing advisory. All fixed-fee, all unlocked, all built by the same analyst.
Full Scope
Every engagement below ships as unlocked, formula-transparent Excel with documented assumptions, a review call, and two revision rounds. Fixed fees are confirmed in writing before work begins.
The core product: a full institutional underwriting of a stabilized or value-add acquisition, built to hold up in front of lenders, LPs, and committees.
Ground-up and heavy-reposition modeling from land basis through stabilization — the numbers a construction lender and an equity partner both need to see.
Partnership distribution structures modeled to the penny — as a bolt-on to any underwriting or as a standalone audit of terms you've been offered.
The story layer on top of the model: memoranda and exhibits your capital partners can read in ten minutes and defend in sixty.
A forensic second pass on a model you built or inherited — before an investor, lender, or partner finds the error for you.
Post-close analytics that keep the business plan honest — budget vs. actual, hold/sell math, and refinance timing.
Demand-side evidence for the rent you're underwriting — a focused study, not a 90-page boilerplate report.
An analyst on call — talk through a deal, pressure-test assumptions, prep for a negotiation, or get coached through your own model on a screen-share.
Process management for the 30–60 days after the LOI — keeping the checklist, the leases, and the surprises organized.
White-label analytics for listing brokers: pricing guidance that wins the pitch and financial pages that survive buyer scrutiny.
Term-sheet math without the lender's framing — what the debt really costs, what it really sizes to, and when to refinance.
For institutional processes that run on AE — builds, audits, and reconciliation against Excel so the two never tell different stories.
Bundling: most engagements combine — a Full Underwriting + Waterfall + IC Memo package is quoted as one fixed fee, always below the sum of the parts. Describe the deal in the intake form and the quote comes back scoped.
Send the basics through the intake form — a fixed quote and delivery date come back within one business day.