Since 2014
real estate advisory
Due diligence
Financial underwriting
project management
asset management

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“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he looks at it and understands it” “it gives you confidence and clarity...you’re able to get a different perspective.”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“he understood it when most people did not” “they really dig into everything” “efficient and very knowledgeable” “they know what they are doing”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“they have the experience to give you a CLEAR picture” “vast amounts of industry knowledge and read between the lines”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“knowledgeable, professional, and thorough” “they have reviewed so many different types of financials, they know the tricks of the sellers”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“No BS in response–just the straight facts” “clear picture of the reality” “give us the clarity we needed” “assist us in obtaining transparency”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“get the job done” “ thorough, and pointed out potential issues”  “honest and straightforward truth” “professional”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“always here” “highly professional and productive” “saved us time and be a second pair of eyes” “makes life easier”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“help navigate us through a deal” “keen sense of where the market is supposed to be” “you get a very honest, straightforward answer and numbers”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
“look at t from a different perspective, understand the markets” proper information to make a proper decision” “a partnership of having another person to talk through a deal”
imageimageimage

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?

Expertise
1000+ projects smart, and counting

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.

EXPERIENCE
Our hindsight is your foresight

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.

OBJECTIVE INSIGHT
We got no skin in the game

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.

37+ States
37+ States
635+ Clients
635+ Clients
1857+ Projects
1857+ Projects
$10B+ Deal Analyzed
$10B+ Deal Analyzed
90,144+ Units
90,144+ Units
718M+ SQ. Footage
718M+ SQ. Footage
IT’S ALL IN THE HOUSE

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.

imageimageimage
whoever you arewherever you’re atwhatever you need

whoever you are

Owner-Occupied + Developers ➞
Syndicators + Family Offices ➞
Limited Partners ➞
Lenders + Banks ➞
Property Owners ➞
Owner-Occupied + Developers
Syndicators + Family Offices
Limited Partners
Lenders + Banks
Property Owners

For Owner-Occupied + Developers

You’re developing or repurposing this property.
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

You’re managing a deal with/for several partners.
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

You’re investing capital into a deal.
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

You’re providing capital for a deal.
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

For Property Owners

You’re the current property owner.
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
Owner-Occupied + Developers
Syndicators + Family Offices
Limited Partners
Lenders + Banks
Property Owners

For Owner-Occupied + Developers

You’re developing or repurposing this property.
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

You’re managing a deal with/for several partners.
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

You’re investing capital into a deal.
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

You’re providing capital for a deal.
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

For Property Owners

You’re the current property owner.
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
Owner-Occupied + Developers
Syndicators + Family Offices
Limited Partners
Lenders + Banks
Property Owners

For Owner-Occupied + Developers

You’re developing or repurposing this property.
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

You’re managing a deal with/for several partners.
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

You’re investing capital into a deal.
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

You’re providing capital for a deal.
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

For Property Owners

You’re the current property owner.
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
Owner-Occupied + Developers
Syndicators + Family Offices
Limited Partners
Lenders + Banks
Property Owners

For Owner-Occupied + Developers

You’re developing or repurposing this property.
Due Diligence
Financial Underwriting Proforma
Project Management
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

You’re managing a deal with/for several partners.
Due Diligence
Financial Underwriting Proforma
OMs
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

You’re investing capital into a deal.
Due Diligence
Financial Underwriting
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

You’re providing capital for a deal.
Due Diligence
Financial Underwriting  Proforma
Loan Monitoring
Asset Management
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

For Property Owners

You’re the current property owner.
Property Assessment Review
Financial Underwriting Proforma
Asset Management
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
Owner-Occupied + Developers
Syndicators + Family Offices
Limited Partners
Lenders + Banks
Property Owners

For Owner-Occupied + Developers

You’re developing or repurposing this property.
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

You’re managing a deal with/for several partners.
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

You’re investing capital into a deal.
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

You’re providing capital for a deal.
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

For Property Owners

You’re the current property owner.
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

map
Crowley, LA  •  Mojave, CA
Hesperia, California
Bastrop, Texas  •  Killeen, TX
Byram, MS  •  Jackson, MS  •  Flowood, MS
Atlanta, GA  •  Covington, GA  •  Decatur, GA  •  East Point, GA  
•  Forest Park, GA  •  Marietta, GA  •  Riverdale, GA
•  Smyrna, GA  •  Union City, GA
Coral Springs, FL  •  Goulds, FL  
•  Hollywood, FL  •  Miami Beach, FL  •  Miami, FL  
•  North Miami Beach, FL  •  Plantation, FL
Richmond, VA
Burlington, NJ  •  Camden, NJ
•  Clifton Heights, PA  •  Philadelphia, PA  
•  Lawnside, NJ  •  Penns Grove, NJ
•  Robbinsville, NJ  •  Sicklerville, NJ  •  Trenton, NJ
•  Voorhees, NJ  •  West Berlin, NJ  •  Wrightstown, NJ
Airmont, NY  •  Bloomfield, NJ  •  Bronx, NY  
•  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
Palisades, NY  •  Fleishmans, NY  •  Harris, NY  
•  Johnstown, NY  •  Schenectady, NY  •  Swan Lake, NY
Hartford, CT  •  Beacon Falls, CT  
•  East Hartford, CT  •  Greenwich, CT  
•  Meriden, CT  •  New Haven, CT  
•  Norwalk, CT  •  Shelton, CT  •  Torrington, CT
•  West Haven, CT
Richmond, RI
Detroit, MI  •  Troy, MI
Woodstock, IL 60098
Akron, OH
Albany, NY  •  Goshen, NY  •  Kent, NY  
•  Kingston, NY  •  Middletown, NY  
•  Monsey, NY  •  New Square, NY  
•  Newburgh, NY  •  Pearl River, NY  
•  Poughkeepsie, NY  •  Wallkill, NY
Albany, GA
Albuquerque, NM
Allentown, PA  •  Dunmore, PA  •  Herwick, PA  
•  Kingston, PA  •  Northampton, PA  
•  Pocono Mountains, PA  •  Scranton, PA
•  Wilkes Barre, PA
Andalusia, AL
Arkansas, AR  •  Jacksonville, AR  •  Little Rock, AR
Arlington, TX  •  Dallas, TX  •  Irving, TX  
•  Northlake, TX
Austin, TX
Bally, PA  •  Harrisburg, PA  •  Schuylkill, PA
Baltimore, MD
Barnegat, NJ  •  Brick, NJ  •  Eatontown, NJ  •  Edison, NJ  
•  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
Baton Rouge, LA  •  Gonzales, LA
Bayonne, NJ  •  Brooklyn, NY  
•  Hawthorn, NJ  •  Highlands, NJ  
•  Howell, NJ  •  Jackson, NJ  
•  Manalapan, NJ  •  Marlboro, NJ  
•  Monmouth, NJ  •  New York, NY  
•  Perth Amboy, NJ  •  Tinton Falls, NJ
Beaumont, TX  •  Port Arthur, TX
Beaumont, TX  •  Fort Pierce, FL  •  Okeechobee, FL
•  Stuart, FL
Belmont, NC  •  Charlotte, NC  •  Concord, NC
•  Salisbury, NC
Berlin, CT  •  Hartford, CT  •  Manchester, CT  
•  Newington, CT  •  North Haven, CT  
•  Norwich, CT  •  Stamford, CT
Berwyn, PA  •  Coolbaugh, PA  •  Kulpmont, PA
•  Reading, PA  •  Stroudsburg, PA
Bethany, OK  •  Moore, OK
Bethlehem, PA  •  Drexel Hill, PA  •  Fairfield, NJ  
•  Flemington, NJ  •  Hackettstown, NJ  
•  Lambertville, NJ  •  Nazareth, PA  
•  Phillipsburg, NJ
Biloxi, MS  •  Gulfport, MS  •  Pascagoula, MS
Binghamton, NY  •  Vestal, NY
Birmingham, AL  •  Jackson, MS  •  Montgomery, AL
•  Tuscaloosa, AL
Blakely, PA  •  Dallas, PA  •  Lewisburg, PA
Bondurant, IA  •  Des Moines, IA
Bonita Springs, FL  •  Fort Myers, FL  •  Naples, FL  
•  Placida, FL  •  Sarasota, FL
Bowling Green, KY  •  Hopkinsville, KY
Brittany, TN  •  Nashville, TN
Brownsville, TN  •  Jackson, TN  •  Union City, TN
Buffalo, NY  •  Hamburg, NY
Burlington, NC  •  Greensboro, NC
Butler, PA  •  Glenshaw, PA  •  Greensburg, PA  
•  Pittsburgh, PA  •  Pittsford, PA
Chambersburg, PA
Champaign, IL
Charleston, SC
Chesterfield, VA
Chicago, IL  •  Elk Grove Village, IL  •  Midlothian, IL
Cincinnati, OH  •  Dayton, OH
Clarksville, TN  •  Hermitage, TN
Clearwater, FL  •  Port Rickey, FL  •  St Petersburg, FL
•  Tampa, FL
Cleveland, OH  •  Euclid, OH  •  Strongsville, OH
Coco Village, FL  •  Daytona Beach, FL  •  Flagler County, FL  
•  Melbourne, FL  •  New Smyrna Beach, FL  •  Ormond Beach, FL
Columbia, SC
Columbus, MS
Columbus, OH  •  Gahanna, OH  •  Glen, OH  
•  Grove City, OH
Corpus Christi, TX
Cullman, AL  •  Decatur, AL  •  Madison, AL  
•  Madison, TN
Cumberland, RI
Dalton, GA
Dayton, KT
Denver, CO
El Dorado, AR
Farmington, MO  •  High Ridge, MO
Fayetteville, AR
Fayetteville, NC  •  Hope Mills, NC
Flushing, MI
Franklin, VA
Gainesville, FL
Galveston, TX  •  Houston, TX  •  Pasadena, TX
Garden City, GA  •  Savannah, GA
Greenville, NC  •  New Bern, NC
Greenville, SC  •  Simpsonville, SC  •  Simsonville, SC
Gretna, LA
Gulf Shores, AL  •  Mobile, AL
Hampton, VA  •  Norfolk, VA  •  Virginia Beach, VA
Hempstead, NY  •  Hotesville, NY  •  Long Island, NY  
•  New Rochelle, NY  •  North Bergen, NJ
Huntington, WV
Illion, NY  •  Utica, NY
Indianapolis, IN
Ithaca, NY  •  Rochester, NY
Jacksonville, FL
Jacksonville, NC
Junction, OH
Kansas City, MO
Kingsport, TN
Kissimmee, FL  •  Orlando, FL  •  Osceola, FL
•  St Cloud, FL
Knoxville, TN  •  Morristown, TN
Lexington, KY
Logan, NV
Louisville, KY  •  Radcliff, KY
Lubbock, TX
Macon, GA
Manchester, NH
McAllen, TX
Memphis, TN
Merrillville, IN
Mesquite, NV
Moorstead, CO
Mt Pleasant, MI
Muscatine, IA
Myrtle Beach, SC
New Iberia, LA
North Hampton, MA  •  Springfield, MA  •  Worcester, MA
Oak Ridge, TN
Oklahoma City, OK
Owatonna, NW
Owings Mills, MD
Panama City, FL
Phoenix, AZ
Saginaw, MI
San Antonio, TX
San Diego, CA
St Louis, MO  •  St Peters, MO
Syracuse, NY
Tallahassee, FL
Tulsa, OK
Valdosta, GA
West Chester, OH
Wichita Falls, TX
Wilmington, DE
Winston Salem, NC
Wood Preserve, IN
Woodstock, IL
map

Whatever you need

“Confirmation Of Lease Interpretation”
“Missing Clarity”
“Zoning Analysis”
“Land Approval”
“Efficient and very knowledgeable”
“Buying a new property”
“Purchasing”
“Underwriting to better understand the deal”
“An outside opinion”
“Apply for a tax pilot”
“Acquisitions”
“Efficient and very knowledgeable”
“ Looking at different geographic regions for an opportunity zone fund”
“To construct a warehouse ”
“Business plan for a development project”
“Due diligence for the purchase of larger commercial properties”
“Zoning expertise ”
“Seller dispute”
How clients actually use, based on client survey

we have
the answer

CLARITY + CONFIDENCE

Operate with your eyes wide open

So go on, make your move

INSIGHTS THAT TELL THE STORY

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.

COMPREHENSIVE REPORTING

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.

ACCESS KNOWLEDGE + EXPERTISE

Punch above your weight

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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?

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All Testimonials
"You're receiving the expertise of nearly seven underwriters to evaluate your deal for a single flat rate. This is significant considering it typically costs $200,000 to have just one underwriter within your company.”
Sol Dayan, TrueStone Group
“They get to the point”
Philipe Weissberg, W Equities
“GOt us through a complex project.”
Yossi Zucker, Care Rite
“They tell you the facts out there”
Davis Gottesfeld, Montal Group
“Professional and thorough.”
Anony Silverstone Management
“They get it done, and get it done right.”
Chaim Berger, The Friber Group
“Very professional and experienced”
Eli Shillian, HSK Capital
“Very thorough”
Ben Fink, Forest Living
“They live and breathe real estate”
Aaron Zelefsky, Chevron Properties
“Knowledgable, professional, and thorough.”
Shimon Shain, Liberty Star Management
“Joseph Kahn is a straight up legend.”
Steve Mendlowitz, Olympia Holding
“You get professional knowledge”
Izzy Bleier, Mandy Management
“They are not only knowledgeable in their field but also adept at applying this knowledge to achieve tangible results”
Moishe Kessler, UniPro International
“Knowledgable and do a thorough job.”
Anonymous
“They give you the time and they have the resources.”
Anonymous
“Good and efficient”
Nathan Wasserman, AM Properties
“Easy to work with and very accomodatinig”
Jacob Berger, Hampton Properties Inc.
“Best in the business.”
Nathan, Northway Equities
“They get to the point”
Philipe Weissberg, W Equities
“Joseph Kahn is a straight up legend.”

Steve Mendlowitz, Olympia Holding
“They tell you the facts out there”
Davis Gottesfeld, Montal Group
“Very thorough”
Ben Fink, Forest Living

“Got us through a complex project.”
Yossi Zucker, Care Rite
“You get professional knowledge”
Izzy Bleier, Mandy Management
“Professional and thorough.”
Abe Wagner, Silverstone Management
“They give you the time and they have the resources.”
Mordy Goode, Blue Heron Properties
“They live and breathe real estate”
Aaron Zelefsky, Chevron Properties
“They are not only knowledgeable in their field but also adept at applying this knowledge to achieve tangible results”
Moishe Kessler, UniPro International
“Very professional and experienced”
Eli Shillian, HSK Capital
“Easy to work with and very accomodatinig”
Jacob Berger, Hampton Properties Inc.
“Knowledgable, professional, and thorough.”

Shimon Shain, Liberty Star Management
“They’re knowledgable and do a thorough job.”
Abraham Rosenberg, Certified Lumber
“They get it done, and get it done right.”
Chaim Berger, The Friber Group
“Good and efficient”
Nathan Wasserman, AM Properties
“They get to the point”
Philipe Weissberg, W Equities
“Joseph Kahn is a straight up legend.”

Steve Mendlowitz, Olympia Holding
“They tell you the facts out there”
Davis Gottesfeld, Montal Group
“Very thorough”
Ben Fink, Forest Living

“Got us through a complex project.”
Yossi Zucker, Care Rite
“You get professional knowledge”
Izzy Bleier, Mandy Management
“Professional and thorough.”
Anonymous
“They give you the time and they have the resources.”
Anonymous
“They live and breathe real estate”
Aaron Zelefsky, Chevron Properties
“They are not only knowledgeable in their field but also adept at applying this knowledge to achieve tangible results”
Moishe Kessler, UniPro International
“Very professional and experienced”
Eli Shillian, HSK Capital
“Easy to work with and very accomodatinig”
Jacob Berger, Hampton Properties Inc.
“Knowledgable, professional, and thorough.”

Shimon Shain, Liberty Star Management
“They’re knowledgable and do a thorough job.”
Abraham Rosenberg, Certified Lumber
“They get it done, and get it done right.”
Chaim Berger, The Friber Group
“Good and efficient”
Nathan Wasserman, AM Properties
“They get to the point”
Philipe Weissberg, W Equities
“Joseph Kahn is a straight up legend.”

Steve Mendlowitz, Olympia Holding
“They tell you the facts out there”
Davis Gottesfeld, Montal Group
“Very thorough”
Ben Fink, Forest Living

“Got us through a complex project.”
Yossi Zucker, Care Rite
“You get professional knowledge”
Izzy Bleier, Mandy Management
“Professional and thorough.”
Anonymous
“They give you the time and they have the resources.”
Anonymous
“They live and breathe real estate”
Aaron Zelefsky, Chevron Properties
“They are not only knowledgeable in their field but also adept at applying this knowledge to achieve tangible results”
Moishe Kessler, UniPro International
“Very professional and experienced”
Eli Shillian, HSK Capital
“Easy to work with and very accomodatinig”
Jacob Berger, Hampton Properties Inc.
“Knowledgable, professional, and thorough.”

Shimon Shain, Liberty Star Management
“They’re knowledgable and do a thorough job.”
Anonymous
“They get it done, and get it done right.”
Chaim Berger, The Friber Group
“Good and efficient”
Nathan Wasserman, AM Properties
“They get to the point”
Philipe Weissberg, W Equities
“Joseph Kahn is a straight up legend.”

Steve Mendlowitz, Olympia Holding
“They tell you the facts out there”
Davis Gottesfeld, Montal Group
“Very thorough”
Ben Fink, Forest Living

“Got us through a complex project.”
Yossi Zucker, Care Rite
“You get professional knowledge”
Izzy Bleier, Mandy Management
“Professional and thorough.”
Abe Wagner, Silverstone Management
“They give you the time and they have the resources.”
Mordy Goode, Blue Heron Properties
“They live and breathe real estate”
Aaron Zelefsky, Chevron Properties
“They are not only knowledgeable in their field but also adept at applying this knowledge to achieve tangible results”
Moishe Kessler, UniPro International
“Very professional and experienced”
Eli Shillian, HSK Capital
“Easy to work with and very accomodatinig”
Jacob Berger, Hampton Properties Inc.
“Knowledgable, professional, and thorough.”

Shimon Shain, Liberty Star Management
“They’re knowledgable and do a thorough job.”
Abraham Rosenberg, Certified Lumber
“They get it done, and get it done right.”
Chaim Berger, The Friber Group
“Good and efficient”
Nathan Wasserman, AM Properties

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CLIENT STORIES

Their Stories, Their Success

See how we’ve helped hundreds of clients like you

The one where they needed an unbiased third party’s oversight
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The one where he safeguarded his investment capital
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RESOURCES

Lean on Us

Something promising in the works? Here’s some resources to get you started.

Due Diligence Checklist
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Market Analysis Guide
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CRE Definitions
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