Services & Pricing

Every analysis a deal needs. One desk.

Eleven services spanning the life of a deal — from a 48-hour screen to full development modeling, market studies, audits, and standing advisory. Every fee posted below: fixed, unlocked, and built by the same analyst.

Core Packages

Fixed fees. Posted publicly. On purpose.

Most consultants make you book a call to learn what a model costs. These are the numbers — benchmarked against what freelance CRE analysts actually bill ($125–$175/hr), packaged so the math is predictable.

Deal Screen
$349 / deal

Kill it or chase it — inside 48 hours.

  • Back-of-envelope model: NOI, debt sizing, returns
  • One-page memo: top risks & what changes the answer
  • Clear go / no-go recommendation
  • 48-hour turnaround, guaranteed
  • Fee credits toward a Full Underwriting
Screen a deal
Custom Model Build
Starting at$2,500

A reusable machine, built to your strategy.

  • Bespoke acquisition or development model
  • Waterfall to your exact structure
  • Assumption book & in-cell documentation
  • 1:1 handoff training (recorded)
  • 30 days post-delivery support
Scope a build
Deal Flow Retainer
$3,950 / month · ~22% below per-deal rates
  • Up to 6 full underwritings per month
  • 48-hour priority turnaround on everything
  • Standing weekly pipeline call
  • Model maintenance & live-deal updates included
  • Month-to-month — pause when the pipeline is quiet

Full Scope

Eleven ways one desk earns its fee.

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.

UW—01

Acquisition Underwriting

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.

Includes
  • Dynamic 10-year DCF, monthly granularity
  • T-12 normalization & rent roll digestion
  • Debt sizing — agency, bank & bridge
  • Sensitivity tables + structured downside case
  • IC-ready tear sheet & assumption book
  • Review call + two revision rounds
Starting at $849/ deal
3–5 business days
UW—02

Development Pro Formas

Ground-up and heavy-reposition modeling from land basis through stabilization — the numbers a construction lender and an equity partner both need to see.

Includes
  • Full development budget, hard/soft cost detail
  • S-curve draw schedule, monthly
  • Construction-to-perm financing structure
  • Lease-up & absorption modeling
  • Trended vs. untrended yield on cost & dev spread
  • Lender-package-ready exhibits
Starting at $1,450/ project
5–8 business days
UW—03

Equity Waterfall Modeling

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.

Includes
  • American (deal-by-deal) & European (whole-fund) structures
  • Preferred returns, IRR hurdles, catch-ups
  • Promote crystallization & GP co-invest
  • Fee load modeling (AM, acquisition, disposition)
  • Per-tier audit tab proving every dollar
Starting at $600add-on / $950 standalone
2–3 business days
UW—04

Investor & IC Materials

The story layer on top of the model: memoranda and exhibits your capital partners can read in ten minutes and defend in sixty.

Includes
  • Investment memorandum drafting
  • 1–2 page executive summary / teaser
  • Returns exhibits & sources-and-uses summary
  • Risk matrix with mitigants
  • Branded, board-quality formatting
Starting at $650/ package
2–4 business days
UW—05

Model Audits

A forensic second pass on a model you built or inherited — before an investor, lender, or partner finds the error for you.

Includes
  • Formula integrity & precedent mapping
  • Circularity, broken links & hard-code hunt
  • Assumption benchmarking vs. market
  • Error memo with severity ratings & $ impact
  • Fixed-fee quote to rebuild if warranted
Starting at $500/ model
2–3 business days
UW—06

Asset Management Models

Post-close analytics that keep the business plan honest — budget vs. actual, hold/sell math, and refinance timing.

Includes
  • Quarterly reforecasts against budget
  • Hold / sell / refinance scenario analysis
  • Variance dashboards for investor reporting
  • Loan covenant & DSCR tracking
  • Annual business plan updates
Starting at $750/ asset
3–5 business days
UW—07

Market & Feasibility Studies

Demand-side evidence for the rent you're underwriting — a focused study, not a 90-page boilerplate report.

Includes
  • Demographic, employment & migration drivers
  • Supply pipeline & deliveries mapping
  • Rent & sales comps grid, adjusted
  • Absorption & achievable-rent conclusion
  • Feasibility verdict tested against cost basis
Starting at $1,250/ study
5–7 business days
UW—08

General Advisory & Working Sessions

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.

Includes
  • Deal talk-throughs & assumption sparring
  • Live model coaching, screen-share
  • LOI / PSA negotiation prep on the numbers
  • Lender & investor call attendance
  • One-hour minimum, 15-minute increments after
$150/ hour
Same-week scheduling
UW—09

Due Diligence Support

Process management for the 30–60 days after the LOI — keeping the checklist, the leases, and the surprises organized.

Includes
  • DD checklist build-out & tracking
  • Lease abstraction (commercial)
  • CAM reconciliation review
  • Estoppel & SNDA tracking
  • Findings log with dollar impacts to the model
Starting at $950/ deal
Runs with your DD period
UW—10

Broker Support — BOVs & OM Analytics

White-label analytics for listing brokers: pricing guidance that wins the pitch and financial pages that survive buyer scrutiny.

Includes
  • Broker opinion of value models
  • OM financial pages & pro forma exhibits
  • Buyer-ready sensitivity tables
  • Offer analysis during marketing
  • Fully white-labeled to your brokerage
Starting at $600/ assignment
2–4 business days
UW—11

Debt & Refinance Analysis

Term-sheet math without the lender's framing — what the debt really costs, what it really sizes to, and when to refinance.

Includes
  • Side-by-side term sheet comparison grids
  • DSCR, debt-yield & LTV sizing
  • Rate cap cost & interest reserve analysis
  • Assumable debt vs. new debt math
  • Refinance vs. sale decision models
Starting at $500/ analysis
2–3 business days

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.

Have a live deal on the desk?

Send the basics through the intake form — a fixed quote and delivery date come back within one business day.

Submit a deal

Hourly & Add-Ons

For everything that doesn't fit a box.

Hourly advisory — $150/hr

Working sessions, deal talk-throughs, model coaching, negotiation prep, and lender or investor call attendance. One-hour minimum, 15-minute increments after.

Prepaid block — $1,350 / 10 hrs

Ten advisory hours at a 10% discount, valid for six months. The right fit for sponsors who want an analyst on call without a full retainer.

Rush multiplier — +50%

Full underwriting compressed to 48 hours, capacity permitting. Quoted and confirmed in writing before the clock starts.

Add-on: waterfall — $600

Bolt an American or European equity waterfall onto any underwriting, with a per-tier audit tab proving every distribution.

Add-on: lender package — $450

Debt-facing exhibit set built from the same model — sized to DSCR and debt yield, formatted the way credit committees read.

Add-on: branded IM — $650

Full investment memorandum in your firm's branding, drafted from the model so the narrative and the numbers can't drift apart.

Extra revision round — $150

Beyond the two included rounds, each additional full revision pass is a flat $150 within 90 days of delivery.

Payment terms

50% deposit to begin, balance net-7 at delivery. Retainers invoice monthly in advance. Deal Screen fees always credit toward a full underwriting of the same deal.

Have a live deal on the desk?

Send the basics through the intake form — a fixed quote and delivery date come back within one business day.

Submit a deal