top of page
HELPING CLIENTS SOLVE AND GROW
FOLLOWING IS A COMPREHENSIVE LIST OF SERVICES WE OFFER.
LET'S DISCUSS HOW WE CAN TAILOR THEM TO MEET YOUR NEEDS.

UNDERWRITING, DUE DILIGENCE and VALUATION
-
NOI Audit
-
Site Visit (on-site and remote/virtual)
-
Modeling & Stress Testing
-
Market Research & Feasibility Studies
-
Review Key Documentation (see below)

TAX APPEAL SUPPORT for PROPERTY OWNERS and MUNICIPALITIES
-
Assessment Review
-
Certiorari Services
-
Abatement Request
-
Tax Savings Estimate

KEY DOCUMENTS REVIEW and ANALYSIS
-
Offering Memorandum
-
Appraisal
-
Credit Investment Memo
-
Loan Agreement
-
Joint Venture Agreement
-
Lease Agreement
-
Alternative Investment Proposal

FINDING and FINANCING DEALS
-
Wholesaling
-
Debt / Equity
-
Terms Negotiation
-
Lender Selection

LEASE SERVICES
-
Lease Agreement Review & Abstract
-
Terms Negotiation
-
Owner Representation
-
Tenant Representation
bottom of page