What we solve
An important real estate decision with incomplete information, competing assumptions or a capital plan that does not yet hold together.
Home / AdvisoryA clear answer.
Before the next commitment.
Considering an acquisition, development or a change in your capital plan? We help you evaluate the economics, build the Excel model, compare your options and decide on a practical next step.
Discuss your transaction
What we provide
Custom Excel financial models, feasibility and financial analysis, market and comparable research, capital-strategy advice and a clear explanation of the tradeoffs.
Where we work
Acquisition evaluation, development feasibility, refinance and recapitalization planning, transaction review and ongoing capital counsel.
02 / CoverageThe scope of
The scope of
the conversation.
Acquisition decisions · Development feasibility · Refinance strategy · Recapitalization · Ongoing capital counsel
Custom Excel modelingYour scenario.
Your scenario.
Your working model.
We build custom Excel models for virtually any real estate scenario, from a single acquisition to a phased development, portfolio or complex capital structure.
You receive a working model with editable assumptions, connected schedules and clear outputs, shaped around the decision you need to make.
Discuss a modeling assignmentBuilt around your questions
- Acquisition & operationsCash flow, leverage, debt service and returns.
- Development & constructionPhasing, draws, carry, contingencies and absorption.
- Partnership & capitalizationSources and uses, preferred equity and distribution waterfalls.
- Refinance, exit & sensitivityCompare scenarios and see which assumptions change the outcome.
Excel deliverables · Visible assumptions · Scenario comparison
The decision briefAn independent read.
An independent read.
A useful recommendation.
Start with the decision ownership needs to make. The analysis should reveal the assumptions, evidence and alternatives that change the answer.
What are we deciding?
Illustrative assignment
Does the acquisition still work after the renovation budget changes?
The question sets the scope: revised basis, timing, capital requirement and sensitivity of the exit.
Work product
An agreed analytical scope and input request focused on the decision.
Facts beside assumptions.
| Item | Evidence to examine | Treatment |
|---|---|---|
| Current income | Operating history and collections | Separate actuals from projections |
| Revised cost | Bids, scope and contingency | Identify unsupported allowances |
| Exit value | Comparable support and income assumptions | Test a range, not a single point |
Work product
A documented basis, model and open-item register with source dates.
Proceed. Restructure. Or wait.
These are analytical paths, not an automated recommendation for your transaction.
Make the next move explicit.
Illustrative deliverable structure
- Conclusion and the decision it supports.
- Evidence, assumptions and sensitivities.
- Material risks and remaining uncertainty.
- Options, next steps and responsibility.
Work product
A written recommendation with supporting analysis. Ownership retains the decision; specialist legal, tax and accounting advice remains separate.
Your next moveWhat decision
What decision
is in front of you?
A feasibility question, an underwriting need or an upcoming capital decision. Start there.
Discuss advisory scope