For landlords, operators, and family offices: portfolio strategy, recurring performance reporting, and the numbers behind every hold, sell, or refinance call.
Most owners run on instinct and a year-old spreadsheet. We give owners and operators a standing answer to the real questions: what is each asset doing, what should it be doing, and where should the equity go next.
Get a clear strategic read on what each asset and your whole portfolio should be doing next so capital works as hard as possible. An optimization report assessing hold, refinance, reposition, and disposition paths across your book.
Always know what each asset and your overall portfolio should be doing, without building the analysis yourself every quarter. A recurring quarterly report tracking the metrics that drive your hold, refinance, and disposition decisions.
See whether your equity is working hardest in this asset or whether it belongs somewhere else. A return-on-equity analysis measuring the true performance of your trapped capital.
Know what a sale nets you today versus continuing to hold so your decision is driven by numbers, not timing anxiety. A resale analysis modeling net sale proceeds against the returns of holding.
Make a confident, numbers-driven call on a capital outlay or operational change instead of relying on gut feel. A clear analysis weighing the financial tradeoffs, scaled to the complexity of the decision.
Defend your price to lenders, partners, and counterparties with an independent valuation that carries weight — on Fernandes & Company letterhead.
Understand exactly how returns move when rates, rents, or exit assumptions shift across your hold. Standalone modeling of the variables that drive your outcome.
Give investors a credible, institutional-grade story that gets them comfortable wiring capital — backed by the underlying numbers.
Present lenders a clean owner package before you need it, so the next financing moves fast. A fully organized borrower-level data room assembled monthly to lender expectations.
Keep your personal financial statement lender-ready monthly so you never scramble when an opportunity appears. A continuously maintained PFS, live dashboard, and monthly memo.
T-12-36, rent roll, PFS, and SREO normalized into lender-ready form — so your next refinance starts from a clean file.
Get a senior portfolio manager and capital-markets operator embedded in your decisions across acquisitions, financing, and portfolio strategy. One-time or ongoing, on retainer.
Institutional owners get quarterly reporting, ROE discipline, and a standing analyst desk. Private owners usually get none of it. We close that gap — one report at a time or on a recurring cadence.
"Mark is extremely diligent, works hard, and has a lot of great ideas. His best attributes are his positive attitude, his spreadsheet work, and his thought process behind automating and improving our business."Paul T. Tracey Family Investments · Family Office
Bring us one asset or the whole book. We'll tell you on the first call where the analysis should start.
Schedule a ConsultationNo commitment. No pressure. Just a straight conversation.