Analyst Services

Commercial Real Estate Analyst Services

Institutional caliber financial analysis, modeling, and deliverables for investors, developers, family offices, brokers, and operators. Custom built. Never templated.

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No commitment. No pressure. Just a straight conversation about your project.
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$4B+
Assets Analyzed
10+
Years Experience
5.0
Client Rating
24-48hr
Typical Turnaround
Deliverables

What We Build

Every deliverable is custom built for the specific asset, deal structure, and decision at hand.

Pro Forma Models

1 to 30 year multi-scenario cash flow projections. Acquisition, development, stabilization, and disposition modeling with full sensitivity analysis. Built on real market data and actual lender terms.

Multifamily Pro Forma

Valuation Studies

Income approach, comparable sales, and replacement cost analysis. Broker opinions of value for marketing, internal decision making, or portfolio review. Institutional formatting with full methodology disclosure.

Feasibility Studies

Ground up development, conversion, and expansion feasibility. Construction budgets, absorption assumptions, stabilized returns, and financing scenarios. Designed to answer "should we build this?"

Development Feasibility

Offering Memorandums

Institutional quality OMs for sell side marketing. Property overview, financial analysis, market data, rent comparables, and investment thesis. Formatted for distribution to qualified buyers and capital partners.

Private Equity & JV Offerings

LP pitch decks, waterfall structures, preferred return modeling, promote calculations, and distribution schedules. Built for capital raises, joint venture partnerships, and fund formation materials.

Investor & Company Decks

Presentation materials for investors, lenders, and internal stakeholders. Track record summaries, portfolio overviews, strategy decks, and fundraising materials with institutional formatting.

Due Diligence Reviews

Independent review of rent rolls, operating statements, T-12 financials, and seller provided assumptions. Identify gaps, flag risks, and validate underwriting before you close.

Asset & Portfolio Audits

Full review of existing portfolios. Property level performance analysis, hold vs. sell recommendations, refinance timing, and capital allocation optimization.

Decision Making Reports

Structured analysis for complex decisions: sell vs. hold, refinance vs. dispose, expand vs. stabilize, ground lease vs. purchase. Clear recommendations backed by the numbers.

Custom Deliverables

If it involves commercial real estate analysis and can be built in a spreadsheet or presentation, we can build it. Tell us what you need and we will scope it.

Acquisition Models
Explore

Featured Model Types

How It Works

Our Process

1

Consultation Call

Complimentary introductory call. We discuss your project, determine if it is the right fit, and provide a quote and verbal proposal on the call.

2

Engagement Agreement & Retainer

If you decide to move forward, we send an engagement letter and collect the retainer. Work begins once both are received.

3

Discovery Call

Deep dive into the specifics of your project. We review all materials, clarify assumptions, and align on deliverable format and timeline.

4

Execution

We build the model or deliverable. Most work is completed within 24 to 48 hours. Complex engagements may take up to one to two weeks.

5

Delivery & Review

We deliver the final product, walk you through the work, and make any adjustments needed. You leave with a polished, ready to use deliverable.

Client Feedback

What Our Clients Say

★★★★★

"Working with Mark was a great experience. He's been so helpful and really knows his stuff. I would absolutely recommend him for your RE analysis needs."

Amanda L.
Turning Tree Properties | Family Office
★★★★★

"Mark was fast and efficient. He did exactly what I needed and was very knowledgeable. I will definitely hire him again."

Anonymous
Committed to Quality, Reliable
Recent Work

Case Studies

Hospitality

Mid-Construction Boutique Inn

8-suite asset, Virginia. Sell at a loss vs. complete and operate.

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Senior Living

ILF to ALF Conversion

11-unit facility, Washington. Revenue upside from $120K to $640K.

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Residential Portfolio

Portfolio Refinance Analysis

Three 2-family properties, Montana. Cash out refi with real term sheets.

Read Case Study
FAQ

Frequently Asked Questions

Pro formas (1 to 30 year multi-scenario), valuation studies, feasibility analyses, broker opinions of value, decision making reports, offering memorandums, private equity offerings, joint venture offerings, investor decks, due diligence reviews, asset and portfolio audits, and fully custom deliverables.
Most deliverables are completed within 24 to 48 hours after the discovery call. Complex models may take up to one to two weeks in rare cases.
All commercial real estate asset classes: multifamily, industrial, retail, office, mixed use, hospitality, senior living, self storage, manufactured housing, medical office, and more.
Every model is built custom. We do not use plug and play templates. Analysis is built on actual market data and, where applicable, real lender term sheets.
Pricing depends on scope and complexity. We provide a quote during the complimentary consultation call. Straightforward projects receive flat fee quotes. Complex or evolving engagements are billed hourly.
Yes. We can work with your existing templates, match your formatting preferences, or build from scratch in whatever structure you need.
Yes. We are happy to sign NDAs and confidentiality agreements before any engagement begins.
We combine analyst services with debt brokerage under one roof. Our principal has actual operator experience: 200+ buy-side transactions, $325M+ transactions executed. We use real lender data, not assumptions.
Schedule a complimentary consultation call. We will discuss your project, determine fit, and provide a quote. If you decide to move forward, we send an engagement agreement and begin after the retainer is received.
We work with investors, developers, family offices, brokers, and operators. Many of our engagements are for brokers who need institutional quality deliverables for their listings or buyer presentations.

Ready to Get Started?

Schedule a complimentary consultation to discuss your project and get a quote.

Get a Free Quote
No commitment. No pressure. Just a straight conversation about your project.