What we do

Five focused services for real estate investors.

Engagements are typically project-based or ongoing retainers, shaped to the size and complexity of the portfolio.

01

Investment Reviews

An independent read on a deal before you commit capital.

Work through the financials line by line
Stress-test whether the stated returns are achievable
Identify the real risks — market, operational, structural
Honest take on the sponsor's business plan

02

Investor Portfolio Management

Ongoing oversight across every position you hold.

Track income and expenses against the underwritten plan
Engage management directly when performance slips
Monitor valuation and emerging risks
Updated, realistic picture of expected returns

03

Distressed Asset Review

When a deal didn't go as planned — what happened and what's recoverable.

Reconstruct what went wrong, with the timeline and the numbers
Verify that all monies are accounted for
Lay out a path to save some or all of the equity
Direct, candid communication with sponsors and partners

04

New Deal Underwriting

Underwriting support for new acquisitions.

Cash flow, capital stack, and exit assumptions reviewed
Market comps and rent assumptions checked
Sober view on what's market vs. wishful thinking
Clear go / no-go recommendation

05

Day-to-Day Asset Management

Hands-on asset management of operating properties.

Close oversight of operations, vendors, and reporting
Budget vs. actual review and variance follow-up
Coordination with property management
Ensuring the investment performs as designed

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