Three practices. One institutional standard.

Underwriting engagements are structured around the specific mandate: acquisitions, development, refinances, recapitalizations, and portfolio-level transactions. Every model separates data, logic, and outputs so assumptions remain transparent and audit-ready at every stage.

Deliverables include the underwriting model itself, supporting schedules, and executive-ready outputs — with dedicated review passes before hand-off. Ongoing underwriting support is available on retainer.

• ·Acquisition underwriting (single-asset and portfolio)
• ·Ground-up development underwriting
• ·Recapitalization and refinance analysis
• ·ARGUS import and Excel translation
• ·Waterfall, promote, and JV structures
• ·Dedicated outsourced underwriting support

Platform builds replace fragmented per-deal spreadsheets with a single system aligned to how your firm invests, reports, and makes decisions. Each platform is designed to compound analyst productivity across every future deal.

Platforms are architected in three layers — data, calculations, outputs — so components can be customized, extended, and audited independently over time.

• ·Underwriting platforms (per-strategy)
• ·Portfolio and fund reporting systems
• ·ARGUS ↔ Excel integration layers
• ·Yardi and third-party data pipelines
• ·Investment committee memo automation
• ·AI tool and workflow integration

Portfolio work supports capital deployment decisions — identifying performance drivers, quantifying risk exposures, and testing capital allocation strategies against a range of market scenarios.

Engagements typically pair a portfolio-level analytical framework with a supporting reporting layer so that findings can be reviewed, discussed, and acted on across the investment team.

• ·Portfolio attribution and performance analytics
• ·Risk decomposition and stress-testing
• ·Interest rate cap and hedging optimization
• ·Capital allocation frameworks
• ·Pacing and deployment analysis
• ·Fund-level reporting and dashboards