Underwriting, reports, data rooms, standardization, presentations, and advisory — organized by who you are and what the deal needs.
Filter by who you are or what you need. Every engagement is scoped and quoted on a complimentary consultation call.
Present lenders a clean borrower package so financing moves fast and your sponsor profile stands out. A fully organized borrower-level data room assembled monthly to lender expectations.
Walk into financing and equity conversations with a clean, complete package instead of scrambling at term sheet. A fully organized deal-level data room assembled for lenders and LPs.
Find what could break your deal before it breaks, so you go hard with confidence. An independent diligence report surfacing the risks that threaten the transaction.
Know whether a deal truly works before you commit, with underwriting that stands up to any lender or partner. A full pro forma model covering NOI, debt sizing, cash flows, returns, capex, scenarios and sensitivities.
Give your credit committee the independent borrower read they want to see on every file, so deals move with confidence. An independent third-party credit underwriting report assessing borrower strength and risk.
Win and defend listings with a polished, defensible opinion of value delivered under your own brand. A white-label BOV produced to your specifications, ready to present to your client as your firm's work.
Sell the listing with a marketing package that makes buyers take the deal seriously. A polished sell-side presentation and one-pager built to position and move the asset.
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 performance 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.
Keep your personal financial statement lender-ready monthly so you never scramble when a financing or investment opportunity appears. A continuously maintained PFS, a live tracking dashboard, and a monthly summary memo packaged for immediate lender and partner review.
Defend your price to lenders, partners, and counterparties with an independent valuation that carries weight. A third-party valuation report on Fernandes & Company letterhead, valued for its independence.
Give investors a credible, institutional-grade story that gets them comfortable wiring capital. An LP-facing company presentation and one-pager backed by the underlying numbers.
Raise capital on an institutional-grade package that signals you are a serious sponsor, not a spreadsheet. A deal presentation, one-pager, and supporting pro forma model built to investor standards.
Uncover the use that maximizes your return before you lock in your basis. A highest and best use analysis pressure-testing alternative uses and repositioning angles.
Know whether your project pencils under real-world stress before you commit capital. A feasibility read pressure-testing the project's assumptions and viability.
Defend your pricing and your thesis with third-party market data that buyers, lenders, and LPs trust. A market study supporting demand, comps, and the market case for your deal.
Make a confident, numbers-driven call on a capital outlay or operational change instead of relying on gut feel. A clear cost benefit analysis weighing the financial tradeoffs, scaled to the complexity of the decision.
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 the asset.
Walk into investment committee or credit committee with a clear, professional memo that gets your deal approved faster. A formatted committee memo built for a sponsor's partners or a lender's credit committee.
Get a senior portfolio manager and capital-markets operator embedded in your decisions so you move faster and avoid expensive missteps across acquisitions, financing, and portfolio strategy. One-time or ongoing strategic guidance on a retainer, structured around your active deals and recurring decisions.
Turn a stack of leases into clean, decision-ready data so your underwriting and asset management run on accurate terms, not buried paperwork. Structured per-lease abstracts capturing dates, rent steps, options, recoveries, and key clauses.
Hand lenders a clean, consistent personal financial statement that speeds underwriting and strengthens your borrower profile. A standardized PFS that organizes and normalizes your financial position into a lender-ready format.
Replace a messy rent roll with a clean, analysis-ready view of your income and tenant risk so decisions rest on accurate data. A normalized rent roll with WALT, a rollover schedule, and tenant concentration flags.
Present a clean, lender-ready Schedule of Real Estate Owned that accelerates credit decisions instead of slowing them down. A standardized SREO that organizes and normalizes your real estate holdings into a consistent, underwriting-ready format.
Get trailing financials that are clean, comparable, and ready to underwrite so you can evaluate a deal without untangling the source data first. Recast and normalized trailing 12 to 36 month operating statements in underwriting-ready form.
Understand exactly how your returns move when rates, rents, or exit assumptions shift so you can commit to a deal with conviction. A standalone scenario and sensitivity analysis modeling the key variables that drive your outcome.
Pricing depends on scope and complexity. Straightforward projects receive flat-fee quotes; complex or evolving engagements are billed hourly. Either way, you get the number on the complimentary consultation — before you commit to anything.
That's what the first call is for. Describe the situation and we'll point you to the right deliverable — and quote it on the spot.
Schedule a ConsultationNo commitment. No pressure. Just a straight conversation.