Know MorE
& risk less
With a full team of CRE advisors focused on your project.
It’s all we do, and we’ve done it thousands of times.
How, you ask?
There are no hard rules in real estate–the success factor in one deal can be the pitfall for another. Instead, success in real estate is about reading between the lines, understanding the different markets, property types, locations, and myriad of other details that a project’s success depends on.
It’s know-how we’ve built from our years of hyper-focused experience, doing just due diligence, due diligence, and more due diligence.
We know what to look for, how to find it, and what it all means. Because this is all we do, and we’ve ran them hundreds of times.
We don’t take any cuts, kickbacks, or commissions. We are not invested to make this deal, property, or project work, and we tell it to you like it is. Because we’re in this only for you.
If it’s commercial real estate, we can help.
From the beginning to the end, and everything in between.
Due Diligence
We don’t do must-be, looks good, or shortcuts. We fully unpack every aspect of the deal to verify that everything is exactly as it seems.
So you walk out knowing everything there is to know about the project: the risks, the rewards, the optimal direction.
Financial Underwriting
Not the general run of the numbers. A customized, editable model built to your project needs, with breakdown of the numbers in every category to make sure this deal has sound financial viability. Plus, get an in-person presentation where we can make edits and answer questions on the spot.
It’s as thorough as it gets, and completely changes the real estate game.
Project Management
Let’s execute, VisionRE style. We’ll work on the ground to coordinate between different providers, obtain necessary permits, oversee budget efficiency, maintain quality standards...doing all the things that need to get done to keep everything running on time and within budget.
Asset Management
There’s no autopilot when it comes to real estate. We meet consistently with your property management team to review all operations to ensure it’s all running smoothly, and to check-in on where there is room for optimizations, so it’s always running at its highest efficiency.
whoever you are
For Owner-Occupied + Developers
Characteristics Review
- Zoning & Permitted Use Review
- Survey and Title Review
- Third Party Report Review
- Public Record Request
- Development Design Review
- Initial Consultations with necessary professionals
- Multiple Unit Layout Strategy
- Tax Incentive Eligibility
- Project Phasing and Timeline of Development
- Development Cost Breakdown
- Site Visit
Market Analysis
- Market Trend Analysis (all development options)
- Absorption Rates
- Highest and Best Use Analysis
- Comparable Property Analysis
Pre-LOI Underwriting Proforma
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Financial Underwriting Proforma
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor Level Waterfall Structure
Tax Abatement Underwriting Model Creation
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Comparison Analysis
- Negotiation and Follow-up
Project Management
- Planning and Approvals
- Project Management
- Owner’s Representative
- Government Relations
OMs
Your property is only as good as you’re OM. Leverage our insight and know-how to get a a compelling OM that highlights the opportunity, provides the numbers, and presents your strategic play. It’s the key move to your project’s success.
For Syndicators + Family Offices
Financial Review
- Cash Flow Analysis
- Lease Audits
- Lease Abstracts
- Service Contract Review
- Insurance Claims Review
- Maintenance/CAPEX Budget
- Value-Add Feasibility
- CAM Reconciliation (commercial properties)
- Tax Assessment Review
- Comprehensive Contract Review
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Unit Walkthroughs
- Comprehensive Asset Characteristics Summary
- Document and Public Record Review
- Zoning & Permitted Use Review
- Third party Report Review/Order
- Site Visit
- Capex for Deferred Maintenance and Value-add Options
- Common Interior and Exterior Spaces
Pre-LOI Underwriting Proforma
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Financial Underwriting Proforma
- In-place Financial Summary
- Income and Expense Projections
- CapEx Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor Level Waterfall Structure
OMs
Your property is only as good as you’re OM. Leverage our insight and know-how to get a a compelling OM that highlights the opportunity, provides the numbers, and presents your strategic play. It’s the key move to your project’s success.
For Limited Partners
Financial Review
- Cash Flow Analysis (operating expenses and revenues)
Market Analysis
- Market Analysis Verification
Financial Underwriting
- OM and Underwriting Model Review
- Capital Call Analysis
For Lenders & Banks
Characteristic Review
- Zoning & permitted use review
- Survey and Title Review
- Third Party Report Review
- Public Record Request
- Development Design Review
- Project Phasing and Timeline of Development
- Development Cost Breakdown
- Site visit
Market Analysis
- Market Trend Analysis for all development options
- Identify market demographics
- Comparable Property Analysis
- Supply and Demand Trends
- Absorption Rates
Financial Review:
- In-depth Cash Flow Analysis
- Lease Audits
- Lease Abstracts
- Service Contract Review
- Insurance Claims Review
- Maintenance/CAPEX Budget
- Value-Add Feasibility
- CAM Reconciliation (commercial properties)
- Tax Assessment Review
- Comprehensive Contract Review
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Unit Walkthroughs
- Comprehensive asset characteristics summary
- Document and public record review
- Zoning & permitted use review
- Third party report review / order
- Site Visit
- Capex for deferred maintenance and value add options
- Individual unit walks
- Common interior and exterior spaces
Development Underwriting Proforma
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
Stabilized Underwriting Proforma
- In-place financial summary
- Income and expense projections
- CapEx budget
- Debt Terms
- Sale Detail
- Cash Flow and Returns
Loan Monitoring
- CAPEX Monitoring and Implementation OR Approval and Permit Milestone Completion Monitoring
- Property Visits (when applicable)
- Lender Reporting
Asset Management
- Monthly Asset Management
- Weekly Review with Property Management
- Operating expenses and revenue review (bi-monthly)
- Property Visits
- Lender Reporting
- Weekly Review with Property Management
For Property Owners
Financial Review
- Cash Flow Analysis
- T12 and General Ledger Review
- Rent Roll Review with CAM Recs
- Loan Docs Review
- Maintenance/CapEx Budget
- Value-Add Feasibility
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Property Walkthrough
- Asset Characteristics Summary
- CapEx for Deferred Maintenance and Value Add Options
Financial Underwriting Proforma
- In-Place Financial Summary
- Income and Expense Projections
- CapEx Budget
- Debt Terms
- Sale Detail
- Cash Flows
- Loan Modifications
Asset Management
- CAPEX Monitoring and Implementation
- Assist with Property Management Transition
- Monthly Asset Management
- Lender Reporting
- Monthly Reports to Ownership
For Owner-Occupied + Developers
Characteristics Review
- Zoning & Permitted Use Review
- Survey and Title Review
- Third Party Report Review
- Public Record Request
- Development Design Review
- Initial Consultations with necessary professionals
- Multiple Unit Layout Strategy
- Tax Incentive Eligibility
- Project Phasing and Timeline of Development
- Development Cost Breakdown
- Site Visit
Market Analysis
- Market Trend Analysis (all development options)
- Absorption Rates
- Highest and Best Use Analysis
- Comparable Property Analysis
Pre-LOI Underwriting Proforma
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Financial Underwriting Proforma
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor Level Waterfall Structure
Tax Abatement Underwriting Model Creation
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Comparison Analysis
- Negotiation and Follow-up
Project Management
- Planning and Approvals
- Project Management
- Owner’s Representative
- Government Relations
OMs
Your property is only as good as you’re OM. Leverage our insight and know-how to get a a compelling OM that highlights the opportunity, provides the numbers, and presents your strategic play. It’s the key move to your project’s success.
For Syndicators + Family Offices
Financial Review
- Cash Flow Analysis
- Lease Audits
- Lease Abstracts
- Service Contract Review
- Insurance Claims Review
- Maintenance/CAPEX Budget
- Value-Add Feasibility
- CAM Reconciliation (commercial properties)
- Tax Assessment Review
- Comprehensive Contract Review
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Unit Walkthroughs
- Comprehensive Asset Characteristics Summary
- Document and Public Record Review
- Zoning & Permitted Use Review
- Third party Report Review/Order
- Site Visit
- Capex for Deferred Maintenance and Value-add Options
- Common Interior and Exterior Spaces
Pre-LOI Underwriting Proforma
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Financial Underwriting Proforma
- In-place Financial Summary
- Income and Expense Projections
- CapEx Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor Level Waterfall Structure
OMs
Your property is only as good as you’re OM. Leverage our insight and know-how to get a a compelling OM that highlights the opportunity, provides the numbers, and presents your strategic play. It’s the key move to your project’s success.
For Limited Partners
Financial Review
- Cash Flow Analysis (operating expenses and revenues)
Market Analysis
- Market Analysis Verification
Financial Underwriting
- OM and Underwriting Model Review
- Capital Call Analysis
For Lenders & Banks
Characteristic Review
- Zoning & permitted use review
- Survey and Title Review
- Third Party Report Review
- Public Record Request
- Development Design Review
- Project Phasing and Timeline of Development
- Development Cost Breakdown
- Site visit
Market Analysis
- Market Trend Analysis for all development options
- Identify market demographics
- Comparable Property Analysis
- Supply and Demand Trends
- Absorption Rates
Financial Review:
- In-depth Cash Flow Analysis
- Lease Audits
- Lease Abstracts
- Service Contract Review
- Insurance Claims Review
- Maintenance/CAPEX Budget
- Value-Add Feasibility
- CAM Reconciliation (commercial properties)
- Tax Assessment Review
- Comprehensive Contract Review
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Unit Walkthroughs
- Comprehensive asset characteristics summary
- Document and public record review
- Zoning & permitted use review
- Third party report review / order
- Site Visit
- Capex for deferred maintenance and value add options
- Individual unit walks
- Common interior and exterior spaces
Development Underwriting Proforma
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
Stabilized Underwriting Proforma
- In-place financial summary
- Income and expense projections
- CapEx budget
- Debt Terms
- Sale Detail
- Cash Flow and Returns
Loan Monitoring
- CAPEX Monitoring and Implementation OR Approval and Permit Milestone Completion Monitoring
- Property Visits (when applicable)
- Lender Reporting
Asset Management
- Monthly Asset Management
- Weekly Review with Property Management
- Operating expenses and revenue review (bi-monthly)
- Property Visits
- Lender Reporting
- Weekly Review with Property Management
For Property Owners
Financial Review
- Cash Flow Analysis
- T12 and General Ledger Review
- Rent Roll Review with CAM Recs
- Loan Docs Review
- Maintenance/CapEx Budget
- Value-Add Feasibility
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Property Walkthrough
- Asset Characteristics Summary
- CapEx for Deferred Maintenance and Value Add Options
Financial Underwriting Proforma
- In-Place Financial Summary
- Income and Expense Projections
- CapEx Budget
- Debt Terms
- Sale Detail
- Cash Flows
- Loan Modifications
Asset Management
- CAPEX Monitoring and Implementation
- Assist with Property Management Transition
- Monthly Asset Management
- Lender Reporting
- Monthly Reports to Ownership
For Owner-Occupied + Developers
Characteristics Review
- Zoning & Permitted Use Review
- Survey and Title Review
- Third Party Report Review
- Public Record Request
- Development Design Review
- Initial Consultations with necessary professionals
- Multiple Unit Layout Strategy
- Tax Incentive Eligibility
- Project Phasing and Timeline of Development
- Development Cost Breakdown
- Site Visit
Market Analysis
- Market Trend Analysis (all development options)
- Absorption Rates
- Highest and Best Use Analysis
- Comparable Property Analysis
Pre-LOI Underwriting Proforma
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Financial Underwriting Proforma
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor Level Waterfall Structure
Tax Abatement Underwriting Model Creation
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Comparison Analysis
- Negotiation and Follow-up
Project Management
- Planning and Approvals
- Project Management
- Owner’s Representative
- Government Relations
OMs
Your property is only as good as you’re OM. Leverage our insight and know-how to get a a compelling OM that highlights the opportunity, provides the numbers, and presents your strategic play. It’s the key move to your project’s success.
For Syndicators + Family Offices
Financial Review
- Cash Flow Analysis
- Lease Audits
- Lease Abstracts
- Service Contract Review
- Insurance Claims Review
- Maintenance/CAPEX Budget
- Value-Add Feasibility
- CAM Reconciliation (commercial properties)
- Tax Assessment Review
- Comprehensive Contract Review
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Unit Walkthroughs
- Comprehensive Asset Characteristics Summary
- Document and Public Record Review
- Zoning & Permitted Use Review
- Third party Report Review/Order
- Site Visit
- Capex for Deferred Maintenance and Value-add Options
- Common Interior and Exterior Spaces
Pre-LOI Underwriting Proforma
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Financial Underwriting Proforma
- In-place Financial Summary
- Income and Expense Projections
- CapEx Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor Level Waterfall Structure
OMs
Your property is only as good as you’re OM. Leverage our insight and know-how to get a a compelling OM that highlights the opportunity, provides the numbers, and presents your strategic play. It’s the key move to your project’s success.
For Limited Partners
Financial Review
- Cash Flow Analysis (operating expenses and revenues)
Market Analysis
- Market Analysis Verification
Financial Underwriting
- OM and Underwriting Model Review
- Capital Call Analysis
For Lenders & Banks
Characteristic Review
- Zoning & permitted use review
- Survey and Title Review
- Third Party Report Review
- Public Record Request
- Development Design Review
- Project Phasing and Timeline of Development
- Development Cost Breakdown
- Site visit
Market Analysis
- Market Trend Analysis for all development options
- Identify market demographics
- Comparable Property Analysis
- Supply and Demand Trends
- Absorption Rates
Financial Review:
- In-depth Cash Flow Analysis
- Lease Audits
- Lease Abstracts
- Service Contract Review
- Insurance Claims Review
- Maintenance/CAPEX Budget
- Value-Add Feasibility
- CAM Reconciliation (commercial properties)
- Tax Assessment Review
- Comprehensive Contract Review
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Unit Walkthroughs
- Comprehensive asset characteristics summary
- Document and public record review
- Zoning & permitted use review
- Third party report review / order
- Site Visit
- Capex for deferred maintenance and value add options
- Individual unit walks
- Common interior and exterior spaces
Development Underwriting Proforma
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
Stabilized Underwriting Proforma
- In-place financial summary
- Income and expense projections
- CapEx budget
- Debt Terms
- Sale Detail
- Cash Flow and Returns
Loan Monitoring
- CAPEX Monitoring and Implementation OR Approval and Permit Milestone Completion Monitoring
- Property Visits (when applicable)
- Lender Reporting
Asset Management
- Monthly Asset Management
- Weekly Review with Property Management
- Operating expenses and revenue review (bi-monthly)
- Property Visits
- Lender Reporting
- Weekly Review with Property Management
For Property Owners
Financial Review
- Cash Flow Analysis
- T12 and General Ledger Review
- Rent Roll Review with CAM Recs
- Loan Docs Review
- Maintenance/CapEx Budget
- Value-Add Feasibility
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Property Walkthrough
- Asset Characteristics Summary
- CapEx for Deferred Maintenance and Value Add Options
Financial Underwriting Proforma
- In-Place Financial Summary
- Income and Expense Projections
- CapEx Budget
- Debt Terms
- Sale Detail
- Cash Flows
- Loan Modifications
Asset Management
- CAPEX Monitoring and Implementation
- Assist with Property Management Transition
- Monthly Asset Management
- Lender Reporting
- Monthly Reports to Ownership
For Owner-Occupied + Developers
Characteristics Review
- Zoning & Permitted Use Review
- Survey and Title Review
- Third Party Report Review
- Public Record Request
- Development Design Review
- Initial Consultations with necessary professionals
- Multiple Unit Layout Strategy
- Tax Incentive Eligibility
- Project Phasing and Timeline of Development
- Development Cost Breakdown
- Site Visit
Market Analysis
- Market Trend Analysis (all development options)
- Absorption Rates
- Highest and Best Use Analysis
- Comparable Property Analysis
Pre-LOI Underwriting Proforma
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Financial Underwriting Proforma
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor Level Waterfall Structure
Tax Abatement Underwriting Model Creation
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Comparison Analysis
- Negotiation and Follow-up
Project Management
- Planning and Approvals
- Project Management
- Owner’s Representative
- Government Relations
OMs
Your property is only as good as you’re OM. Leverage our insight and know-how to get a a compelling OM that highlights the opportunity, provides the numbers, and presents your strategic play. It’s the key move to your project’s success.
For Syndicators + Family Offices
Financial Review
- Cash Flow Analysis
- Lease Audits
- Lease Abstracts
- Service Contract Review
- Insurance Claims Review
- Maintenance/CAPEX Budget
- Value-Add Feasibility
- CAM Reconciliation (commercial properties)
- Tax Assessment Review
- Comprehensive Contract Review
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Unit Walkthroughs
- Comprehensive Asset Characteristics Summary
- Document and Public Record Review
- Zoning & Permitted Use Review
- Third party Report Review/Order
- Site Visit
- Capex for Deferred Maintenance and Value-add Options
- Common Interior and Exterior Spaces
Pre-LOI Underwriting Proforma
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Financial Underwriting Proforma
- In-place Financial Summary
- Income and Expense Projections
- CapEx Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor Level Waterfall Structure
OMs
Your property is only as good as you’re OM. Leverage our insight and know-how to get a a compelling OM that highlights the opportunity, provides the numbers, and presents your strategic play. It’s the key move to your project’s success.
For Limited Partners
Financial Review
- Cash Flow Analysis (operating expenses and revenues)
Market Analysis
- Market Analysis Verification
Financial Underwriting
- OM and Underwriting Model Review
- Capital Call Analysis
For Lenders & Banks
Characteristic Review
- Zoning & permitted use review
- Survey and Title Review
- Third Party Report Review
- Public Record Request
- Development Design Review
- Project Phasing and Timeline of Development
- Development Cost Breakdown
- Site visit
Market Analysis
- Market Trend Analysis for all development options
- Identify market demographics
- Comparable Property Analysis
- Supply and Demand Trends
- Absorption Rates
Financial Review:
- In-depth Cash Flow Analysis
- Lease Audits
- Lease Abstracts
- Service Contract Review
- Insurance Claims Review
- Maintenance/CAPEX Budget
- Value-Add Feasibility
- CAM Reconciliation (commercial properties)
- Tax Assessment Review
- Comprehensive Contract Review
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Unit Walkthroughs
- Comprehensive asset characteristics summary
- Document and public record review
- Zoning & permitted use review
- Third party report review / order
- Site Visit
- Capex for deferred maintenance and value add options
- Individual unit walks
- Common interior and exterior spaces
Development Underwriting Proforma
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
Stabilized Underwriting Proforma
- In-place financial summary
- Income and expense projections
- CapEx budget
- Debt Terms
- Sale Detail
- Cash Flow and Returns
Loan Monitoring
- CAPEX Monitoring and Implementation OR Approval and Permit Milestone Completion Monitoring
- Property Visits (when applicable)
- Lender Reporting
Asset Management
- Monthly Asset Management
- Weekly Review with Property Management
- Operating expenses and revenue review (bi-monthly)
- Property Visits
- Lender Reporting
- Weekly Review with Property Management
For Property Owners
Financial Review
- Cash Flow Analysis
- T12 and General Ledger Review
- Rent Roll Review with CAM Recs
- Loan Docs Review
- Maintenance/CapEx Budget
- Value-Add Feasibility
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Property Walkthrough
- Asset Characteristics Summary
- CapEx for Deferred Maintenance and Value Add Options
Financial Underwriting Proforma
- In-Place Financial Summary
- Income and Expense Projections
- CapEx Budget
- Debt Terms
- Sale Detail
- Cash Flows
- Loan Modifications
Asset Management
- CAPEX Monitoring and Implementation
- Assist with Property Management Transition
- Monthly Asset Management
- Lender Reporting
- Monthly Reports to Ownership
For Owner-Occupied + Developers
Characteristics Review
- Zoning & Permitted Use Review
- Survey and Title Review
- Third Party Report Review
- Public Record Request
- Development Design Review
- Initial Consultations with necessary professionals
- Multiple Unit Layout Strategy
- Tax Incentive Eligibility
- Project Phasing and Timeline of Development
- Development Cost Breakdown
- Site Visit
Market Analysis
- Market Trend Analysis (all development options)
- Absorption Rates
- Highest and Best Use Analysis
- Comparable Property Analysis
Pre-LOI Underwriting Proforma
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Financial Underwriting Proforma
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor Level Waterfall Structure
Tax Abatement Underwriting Model Creation
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Comparison Analysis
- Negotiation and Follow-up
Project Management
- Planning and Approvals
- Project Management
- Owner’s Representative
- Government Relations
OMs
Your property is only as good as you’re OM. Leverage our insight and know-how to get a a compelling OM that highlights the opportunity, provides the numbers, and presents your strategic play. It’s the key move to your project’s success.
For Syndicators + Family Offices
Financial Review
- Cash Flow Analysis
- Lease Audits
- Lease Abstracts
- Service Contract Review
- Insurance Claims Review
- Maintenance/CAPEX Budget
- Value-Add Feasibility
- CAM Reconciliation (commercial properties)
- Tax Assessment Review
- Comprehensive Contract Review
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Unit Walkthroughs
- Comprehensive Asset Characteristics Summary
- Document and Public Record Review
- Zoning & Permitted Use Review
- Third party Report Review/Order
- Site Visit
- Capex for Deferred Maintenance and Value-add Options
- Common Interior and Exterior Spaces
Pre-LOI Underwriting Proforma
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Financial Underwriting Proforma
- In-place Financial Summary
- Income and Expense Projections
- CapEx Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor Level Waterfall Structure
OMs
Your property is only as good as you’re OM. Leverage our insight and know-how to get a a compelling OM that highlights the opportunity, provides the numbers, and presents your strategic play. It’s the key move to your project’s success.
For Limited Partners
Financial Review
- Cash Flow Analysis (operating expenses and revenues)
Market Analysis
- Market Analysis Verification
Financial Underwriting
- OM and Underwriting Model Review
- Capital Call Analysis
For Lenders & Banks
Characteristic Review
- Zoning & permitted use review
- Survey and Title Review
- Third Party Report Review
- Public Record Request
- Development Design Review
- Project Phasing and Timeline of Development
- Development Cost Breakdown
- Site visit
Market Analysis
- Market Trend Analysis for all development options
- Identify market demographics
- Comparable Property Analysis
- Supply and Demand Trends
- Absorption Rates
Financial Review:
- In-depth Cash Flow Analysis
- Lease Audits
- Lease Abstracts
- Service Contract Review
- Insurance Claims Review
- Maintenance/CAPEX Budget
- Value-Add Feasibility
- CAM Reconciliation (commercial properties)
- Tax Assessment Review
- Comprehensive Contract Review
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Unit Walkthroughs
- Comprehensive asset characteristics summary
- Document and public record review
- Zoning & permitted use review
- Third party report review / order
- Site Visit
- Capex for deferred maintenance and value add options
- Individual unit walks
- Common interior and exterior spaces
Development Underwriting Proforma
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
Stabilized Underwriting Proforma
- In-place financial summary
- Income and expense projections
- CapEx budget
- Debt Terms
- Sale Detail
- Cash Flow and Returns
Loan Monitoring
- CAPEX Monitoring and Implementation OR Approval and Permit Milestone Completion Monitoring
- Property Visits (when applicable)
- Lender Reporting
Asset Management
- Monthly Asset Management
- Weekly Review with Property Management
- Operating expenses and revenue review (bi-monthly)
- Property Visits
- Lender Reporting
- Weekly Review with Property Management
For Property Owners
Financial Review
- Cash Flow Analysis
- T12 and General Ledger Review
- Rent Roll Review with CAM Recs
- Loan Docs Review
- Maintenance/CapEx Budget
- Value-Add Feasibility
Market Analysis
- Comparable Property Analysis
- Market Demographics and demand trends
Site Review
- Property Walkthrough
- Asset Characteristics Summary
- CapEx for Deferred Maintenance and Value Add Options
Financial Underwriting Proforma
- In-Place Financial Summary
- Income and Expense Projections
- CapEx Budget
- Debt Terms
- Sale Detail
- Cash Flows
- Loan Modifications
Asset Management
- CAPEX Monitoring and Implementation
- Assist with Property Management Transition
- Monthly Asset Management
- Lender Reporting
- Monthly Reports to Ownership
wherever you’re at
• Forest Park, GA • Marietta, GA • Riverdale, GA
• Smyrna, GA • Union City, GA
• Hollywood, FL • Miami Beach, FL • Miami, FL
• North Miami Beach, FL • Plantation, FL
• Clifton Heights, PA • Philadelphia, PA
• Lawnside, NJ • Penns Grove, NJ
• Robbinsville, NJ • Sicklerville, NJ • Trenton, NJ
• Voorhees, NJ • West Berlin, NJ • Wrightstown, NJ
• East Orange, NJ • East Village, NY • Jackson, NJ
• Elizabeth, NJ • Guttenberg, NJ • Harrison, NJ
• Hillside, NJ • Irvington, NJ • Ivington, NJ
• Jersey City, NJ • Mahwah, NJ • Monclair, NJ
• Montvale, NJ • Morristown, NJ • Netcong, NJ
• New Brunswick, NJ• Newark, NJ • Norwood, NJ
• Orange, NJ • Palisades, NY • Passaic, NJ
• Patterson, NJ • Piscataway, NJ • Plainfield, NJ
• Princeton, NJ • Rahway, NJ • Raritan, NJ
• Ridgefield, NJ • Roseland, NJ • Roselle, NJ
• Secaucus, NJ • Somerset, NJ • Somerville, NJ
• South Orange, NJ • Staten Island, NY • Totowa, NJ
• Union, NJ • West Orange, NJ • Woodbridge, NJ
• Woodcliff Lake, NJ • Yonkers, NY
• Johnstown, NY • Schenectady, NY • Swan Lake, NY
• East Hartford, CT • Greenwich, CT
• Meriden, CT • New Haven, CT
• Norwalk, CT • Shelton, CT • Torrington, CT
• West Haven, CT
• Kingston, NY • Middletown, NY
• Monsey, NY • New Square, NY
• Newburgh, NY • Pearl River, NY
• Poughkeepsie, NY • Wallkill, NY
• Kingston, PA • Northampton, PA
• Pocono Mountains, PA • Scranton, PA
• Wilkes Barre, PA
• Northlake, TX
• Egg Harbor, NJ • Freehold, NJ
• Lakewood, NJ • Manahawkin, NJ • Manchester, NJ
• Neptune, NJ • Ocean, NJ • Point Pleasant, NJ
• Seaside Heights, NJ • Toms River, NJ • Wall, NJ
• Hawthorn, NJ • Highlands, NJ
• Howell, NJ • Jackson, NJ
• Manalapan, NJ • Marlboro, NJ
• Monmouth, NJ • New York, NY
• Perth Amboy, NJ • Tinton Falls, NJ
• Stuart, FL
• Salisbury, NC
• Newington, CT • North Haven, CT
• Norwich, CT • Stamford, CT
• Reading, PA • Stroudsburg, PA
• Flemington, NJ • Hackettstown, NJ
• Lambertville, NJ • Nazareth, PA
• Phillipsburg, NJ
• Tuscaloosa, AL
• Placida, FL • Sarasota, FL
• Pittsburgh, PA • Pittsford, PA
• Tampa, FL
• Melbourne, FL • New Smyrna Beach, FL • Ormond Beach, FL
• Grove City, OH
• Madison, TN
• New Rochelle, NY • North Bergen, NJ
• St Cloud, FL
Whatever you need
we have
the answer
Operate with your eyes wide open
So go on, make your move
Reading the unwritten story
It’s nice to know the numbers. But are the numbers good? Are the numbers bad?
We’ll always tell you the story behind the numbers. Even if it’s hard to hear. Because you’re not paying us to be yes-men, and we don’t want you to go in blind.
Go beyond the basics
There’s due diligence and there’s due diligence. We dig in, we question, we validate, we look for hidden risks or variables that can affect the project so that you have the clarity to make a smart, informed decision.
Punch above your weight
Because when you can tap into our wide knowledge base and extensive experience, the world becomes your oyster.
Quick paced, just like the market
When you need a thorough due diligence and you need it soon, we can deliver. Because this is all we do– and we have a full team doing it.
What does working with VisionRE sound like?
TRUSTED BY BRANDS OF ALL SHAPES AND SIZES
Lean on Us
Something promising in the works? Here’s some resources to get you started.