All asset classes, all investment strategies.

Services/Products:

• New Investments/Transactions:

  • Financing Offering Memorandums (Bank Proposal Packages)

  • Financial Analysis & Investment Modeling

  • Market Analysis & Market Summary Reports

  • Investment Memo's (For Equity Investors)

  • Construction Cost Estimating

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• Existing Investments/Asset Management:

  • Construction Draw Tracking and Budgeting Templates

  • Historical Operating/Tracking Analysis

  • Hold/Sell Analysis

  • Quarterly/Annual Valuations

  • Investment Performance Reports

All services and financial models offered can be customized to any needs.  If something that you are looking for is not listed here, please reach out because a solution that fits your requirements can more than often be developed. 

For inquiries please reach out to .

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