We help our clients get deals.

All properties are unique. There value is based on many factors including...

• Type
• Location
• Size
• Tenant(s)
• Quality
• Competition/Supply
• Tenant Demand
• Operating costs
• Capital Markets & Financing
• Local, Regional, National and Global markets factors
• Buyer/Investor/User Demand - Local, 1031, Private Equity, Owner/Operator, Family Office or Institutional Investor

The challenge many owners and brokers face surface in the analysis and packaging of these factors to tell a professional-compelling story to ideal targeted buyers/investors that gets deals done.

We help our customers by creating branded Valuation Analysis & Marketing Packages. Brokers & Agents leverage this service to off-load the work associated with research, modeling and building presentations to support investment sale opportunities to their property owner clients & prospects. Our analysis and deliverables include:

Property diligence

• Property description
• Operating, improvement and maintenance history that details an assets cash-flow
• Location characteristic differentiators and discounting factors
• Property characteristic differentiators and discounting factors

Rent roll analysis

• Tenant mix, lease term analysis and re-tenanting exposure
• Tenant operating and financial strength
• Tenant to property/location dependencies and risks

Proforma Modeling & Sensitivity Analysis

• P&L analysis and cashflow scenarios based on improvements, lease adjustments, and operating cost changes
• Yield analysis based on the ideal buyers and how these map to their waterfall objectives
• Financing analysis to identify and analyze lenders and their rates
• Sensitivity analysis to identify yield, IRR, and cash-flow thresholds based on leveraged and non-leveraged scenarios

Market & Competition Analysis

• Existing & planned competitive supply
• Market rental rates, concessions and expenses that may compete for tenants
• Tenant demand for the product (absorption)

Capital MarketS Analysis

• Identifying and aligning ideal buyers based on their objectives
• Providing guidance buyers & investors that are not a fit and why