Here's just a small sampling of the real estate clients we have added value for over the years.
EB5 BROKER-DEALER
The Firm: A top tier EB5 broker-dealer who places investor's EB5 capital investments in large-scale ground up developments (Hotel, Luxury Condo, and Multifamily developments mainly).
The Project: Full financial analysis, independent project underwriting, risk analysis and memorandum that summarizes the project and the risk to the EB5 capital.
BOUTIQUE DEVELOPER
The Firm: A New York City based developer who does mainly ground-up development throughout the east coast.
The Project: Developed various ground-up development proforma models, JV IRR waterfalls for the client.
DEVELOPER & INVESTOR
The Firm: An aggressive investor and developer based out of Austin, Texas who is buying up parcels of land, both improved and unimproved with plans for large-scale redevelopment.
The Project: Development of Investment Pitch Deck, Compatibility Study of buildable square footage and zoning & restrictions.
Property management firm
The Firm: With 24M square feet of assets under management in California & Arizona, while expanding into Texas and Colorado.
The Project: Developing budgeting, CAM rec, and due diligence templates and process in order to streamline internal processes for over 100 property managers and financial services staff.
Real Estate Advisory Firm
The Firm: A small advisory firm that does redevelopment and government real estate consulting for various Cities and Public Agencies in California.
The Project: Spearheading marketing strategy, outreach, and deliverables. Providing financial analysis, valuation, due diligence, and underwriting support for various projects.
investment group
The Firm: A small group of investors in Florida looking to raise foreign capital for a residential real estate fund.
The Project: Creation of an investment pitch deck. Involved research of demographics, trends, comparables, performed sales forecast and developed a financial proforma. All of the work provided in a tight turnaround (less than 1 week).
Commercial brokerage
The Firm: A commercial real estate brokerage in the Bay Area that provides leasing, sales, and property management services mainly for medical and professional office space in California.
The Project: Spearheading marketing deliverables, investment opportunity description, comparables, and demographic analysis for sales materials.
homebuilder
The Firm: An Orange County homebuilder and apartment investor.
The Project: Prepared marketing package for outside sales, including proforma financials for a 64 unit apartment complex.