Everything an analyst or underwriter delivers. On demand.

Two practices, one standard. Analyst services for sponsors and operators. Underwriting services for lenders and loan brokers. Every deliverable flat fee quoted up front, most work in 24 to 48 hours.

For CRE Sponsors & Operators

Analyst Services

Everything an in house analyst does, outsourced. Organized the way your deals flow.

  • Acquisitions: deal underwriting, pro formas, sensitivities, re underwrites, feasibility studies
  • Financing: deal and borrower data rooms, PFS preparation, refinance analysis, debt brokering
  • Asset management: quarterly reporting, ROE analysis, hold, sell or refinance support
  • Dispositions and capital: BOV reports, sell side packages, LP decks, committee memos
  • File operations: T-12, rent roll, PFS and SREO standardization, lease abstracts
Full Analyst Page
For CRE Lenders & Loan Brokers

Underwriting Services

Loan file in, committee ready credit package out. End to end or a la carte.

  • Full file underwriting: intake through committee package, per file or on retainer
  • Borrower credit: PFS, SREO, liquidity, net worth, global cash flow, contingent liabilities
  • Deal underwriting: underwritten NOI, sizing on DSCR, debt yield, LTV, refinance test
  • Risk: stress testing, scenario and sensitivity analysis, risks and mitigants
  • Committee output: credit memos, committee presentations, recommended conditions
Full Underwriting Page
The Full Catalog

Reports, models, and files we build every week.

Financial Models

Underwriting & Pro Formas

Income, opex, NOI, debt service, cash flows, returns, debt sizing, sensitivities. Custom to your asset and structure. Learn more →

Sponsors · Lenders
Reports

Diligence & Valuation Reports

Due diligence reads, independent valuations, market studies, feasibility studies, highest and best use, resale analysis.

All Clients
Data Rooms

Data Room Preparation

Deal level and borrower level packages assembled the way lenders and LPs expect. Learn more →

Sponsors · Lenders
Credit

Borrower Credit Reports

Independent third party credit underwriting for committees: borrower strength, global cash flow, risk. Learn more →

Lenders · Brokers
White Label

BOV & Sell Side Packages

Broker opinions of value and sell side presentations under your brand, backed by a real model. Learn more →

Brokers · Sponsors
Standardization

File Standardization

T-12 and T-36 recasts, rent rolls with WALT and rollover, PFS and SREO normalization, lease abstracts.

All Clients
Presentations

Presentations & Memos

LP decks, offering packages, committee memos, one pagers. Institutional grade materials backed by the model behind them.

Sponsors · Lenders
Portfolio

Performance & ROE Reporting

Quarterly asset performance, return on equity, portfolio optimization, and hold, sell or refinance decision support.

Operators
Portfolio

PFS Maintained + Dashboard

Ongoing borrower financial tracking for relationship lenders. A continuously maintained PFS, live dashboard, and monthly memo. Learn more →

Lenders · Sponsors
Risk

Scenario & Sensitivity Analysis

Exactly how coverage moves when rates, rents, or exit assumptions shift. Stress the file before the market does.

Sponsors · Lenders
Reports

Credit & Committee Memos

Walk into credit committee with a clear, professional memo that gets the file approved faster. Consistent structure, every file.

Lenders
Advisory

General Advisory

A senior capital markets operator on call. Credit policy, market reads, special situations. One time or ongoing retainer.

All Clients
Get Started

Not sure which deliverable fits?

Describe the decision you need to make. We will tell you the right deliverable and quote it on the call.

Schedule a Consultation Start an Engagement

No commitment. No pressure. Just a straight conversation.