Everything an in house analyst does, outsourced to Fernandes & Company. Underwriting, pro formas, diligence, data rooms, BOVs, presentations, and file standardization for CRE sponsors, operators, GPs, developers, and family offices. Principal level work: 300+ owner transactions closed, $5B+ underwritten. Most deliverables in 24 to 48 hours at a flat fee quoted up front.
The test is simple. If an in house analyst would do it, we do it. Organized below the way your deals actually flow.
Full deal underwriting and pro formas, scenario and sensitivity analysis, re underwrites of seller and broker numbers, and feasibility studies. Custom to your asset and structure, never a template. Underwriting detail →
Lender ready deal and borrower data rooms, PFS preparation, refinance analysis, and the packages that move lenders and LPs to yes. We also broker CRE debt, so the underwrite can flow straight into financing.
Quarterly performance reporting, return on equity analysis, and hold, sell or refinance decision support. Every asset reviewed on schedule, every decision backed by a model.
BOV reports, sell side packages, LP decks, offering materials, and committee memos. Institutional grade materials backed by a real model, not design only documents.
T-12, rent roll, PFS and SREO standardization, lease abstracts. The unglamorous work that makes every file move faster.
A senior capital markets operator on retainer for market reads, deal questions, and special situations. The judgment layer above the spreadsheet.
| F&Co | In House Analyst | |
|---|---|---|
| Fully loaded cost | Per deliverable | $90K to $150K+ |
| Hiring and ramp | None | Months |
| Capacity | Scales with pipeline | Fixed |
| Slow months | Cost nothing | Full salary |
| Experience level | Principal, 300+ closings | Junior to mid |
| Turnaround | 24 to 48 hours | Depends |
Industrial value add acquisition: the deal, the business plan, the returns, and the sensitivities. The memo a principal reads before committing capital.
Every assumption in the model documented and defended: rents, expenses, capex, lease up, financing, and exit. No black box numbers.
The same deal framed for the debt ask: the memo that travels with the lender facing pro forma and answers the credit questions up front.
A stalled boutique inn modeled two ways: sale at seven price points against completion with hard money and a refinance. The client finished the project instead of eating a $271K loss.
Three acquisition structures modeled side by side on an 11 unit senior living facility with 5x revenue upside. A 15 page institutional presentation carried the decision.
Cash out refinance modeled on actual lender term sheets, not rate guesses. The math said no and saved the client thousands a year per property.
A full analyst engagement delivers two Excel models with their companion memos: an internal decision pro forma (with the overview and assumptions memos) built for your call on the deal, and a lender facing pro forma (with the lender memo) built for the debt ask. Samples use anonymized, representative data.
Anything an in house analyst does. Acquisitions underwriting, financing packages, asset management reporting, sell side materials, investor decks, and file standardization. If you would assign it to an analyst, send it to us.
You work directly with a US based principal who has closed 300+ transactions. Not a rotating offshore bench. Every deliverable is built to the standard a committee, lender, or LP will accept.
Flat fee per deliverable or a monthly retainer, quoted on the first call. An in house analyst runs $90K to $150K+ fully loaded and sits idle between deals. Outsourced, you pay only when there is work.
Yes. Your models and formats, or ours. White label available.
Yes. Retainer engagements run on an agreed cadence with priority turnaround.
Tell us about your pipeline. We will scope a per deliverable or retainer structure that fits how you work, and quote it on the call.
Schedule a ConsultationNo commitment. No pressure. Just a straight conversation.