“They have their finger on the pulse of the market. ”
"He’s the go-to guy for good reason. We’ve worked with them on several projects, different deliverables, and their knowledge in every aspect of real estate is unparalleled. They have their finger on the pulse of the market. You can’t google what Joseph knows–it’s the product of 15+ years of boots-on-the-ground experience and networking.”
Sound familiar?
My business needs a new space, but where do I start? Finding the right property, securing funding, designing the plan, obtaining the permits and approvals, sourcing and managing a competent contractor–none of this is my expertise. But my business growth depends on getting right, I can’t afford to mess this up.
Developing a property is a massive project with dozens of time-intensive pieces.
From negotiating with suppliers, coordinating logistics and tracking progress to obtaining approvals and permits and overseeing development They’re all crucial steps that must be done right–but I don’t want to be the one to do it.
OUR ONLY INTEREST IS
YOUR BEST BEST INTEREST.
No cuts, no kickbacks, no commissions, ever.
Pick a package, or curate your own from the service list in the next section.
(yeah, we’re flex like that!)
We’ll have a quick call, introducing you to the team members who’ll be working on your project.
We’ll send you an email with all the documents and data we need from you, then update you on our progress as we go.
After 2 weeks, you’ll get a detailed PDF that contains our findings, analysis and recommendations. Questions or changes? We’ll make as many as you need within 2 weeks of delivery.
LIGHT ASSET CHARACTERISTICS REVIEW
- Light Zoning Review
- Light Environmental Review
LIGHT MARKET ANALYSIS
- Rent Calculations
LIGHT FINANCIAL UNDERWRITING
- Back-of-the-Envelope (BOTE) Preliminary Model (for potential use scenarios)
COMPREHENSIVE CHARACTERISTICS REVIEW
- Zoning & Permitted Use Review
- Survey and Title Review
- Third Party Report Review (and order if necessary)
- Public Record Request
- Development Design Review
- Initial Consultations (with necessary professionals)
- Multiple Unit Layout Strategy (to strategize scenarios within site constraints to maximize the property potential)
- Rule out Tax Incentive Eligibility
- Project Phasing and Timeline of Development
- Development Cost Breakdown (construction hard and soft cost)
- Site Visit
COMPREHENSIVE MARKET ANALYSIS
- Market Trend Analysis (for all development options)
- Absorption Rates
- Highest and Best Use Analysis
- Comparable Property Analysis
We’ll have a quick call, introducing you to the team members who’ll be working on your project.
We’ll send you an email with all the documents and data we need from you, then update you on our progress as we go.
We’ll present the model to you live, showing you how the underwriting works and how you can manipulate it and pull different levers to get the outcomes you want. The editable Excel model belongs to you forever.
You’ve got two weeks to go through it all, ask questions, and request as many revisions, adjustments or changes as you like.
FINANCIAL UNDERWRITING
- Back-of-the-Envelope (BOTE) Preliminary Underwriting Proforma
Billed hourly
FINANCIAL UNDERWRITING
- Takeoffs
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Investor-level Waterfall Structure
FINANCIAL UNDERWRITING
- Takeoffs
- Basic Comps
- Income and Expense Projections
- Tax Abatements
- Construction Budget
- Debt Terms
- Sale Detail
- Cash Flows and Returns
- Comparison Analysis
- Negotiation and Follow-Up
custom quote
We’re your boots on the ground, taking care of things, checking up on things, and moving things along as if we’re you.
Whatsapp, email cc, or you want to join every call with every vendor? You decide how hands-off (or hands-on) you want to be.
Get a monthly management report to summarize that month’s progress and findings.
Planning and Approvals
- Township Submission
- Vendor Consultations
- Township Meetings
Project Management
- Construction Documents & Resolution Compliance
- Work with the existing professionals to create plans for construction documents and Resolution Compliance
- All outside agency approvals necessary for building permits as per determination during due diligence process
Owner’s Representative
- Construction Management Oversight
custom quote
We’ll have a quick call, introducing you to the team who’ll be working on your project.
We’ll send you an email with all the documents and data we need from you, and update you on progress as we go.
After 2 weeks, you’ll get your designed comprehensive OM. Questions or changes? We’ll make as many as you need within 2 weeks of delivery.
Strategy + Content
We’ll compile all the information about the property including financial data, property descriptions, market analysis, and legal considerations, ensuring investors have everything they need to make decisions.
Design
We’ll create a sleek, engaging and professional document, packed with charts, photographs, and easy-to-read information, to display your property in the best possible light so investors are confident to jump on board.
More than your dues.
Your properties zoning and permitted use dictates its potential. We’ll do a deep dive to check zoning, air rights, density limits, parking regulations, and more. Our aim? To provide you with a comprehensive understanding of the conditions, restrictions, and viable options for the property.
Undisclosed liens, outstanding violations....those things will cost you. We’ll obtain and review all the the official documents from government agencies to check for any potential obstacles.
We’ll find out if the property qualifies for tax incentives or tax reductions that will improve your bottom line.
We’ll double-check the property’s exact boundaries, legal ownership, and legal history, to ensure the property’s title is clean and clear.
We’ll meet with experts like lawyers, accountants, and engineers to ensure all the legalities and finances are to your best advantage and to identify any potential risks.
We'll set realistic budgets and timelines for development factoring in both hard and soft costs, so construction stays on track and within budget.
We’ll look at third-party reports like engineering assessments, geotechnical reports, and property condition assessments to uncover any potential risks or issues with the property.
Using the site constraints, we'll run multiple scenarios with unit and building layouts to identify the property's maximum potential. We'll also make sure the exterior design fits the neighborhood, meets local code and impresses the potential tenants.
Ensure access points. Review traffic patterns. Check physical structures. These kinds of things can increase or decrease the property’s ROI by hundreds of thousands of dollars–and can only be uncovered in a site visit.
We'll dig deep into the trends, economic indicators, and demographics of the local market (like family type, age, school district, median income) to assess where it is, and where it’s heading. This ensures your property plan is on par with the market’s trajectory, maximizing it’s potential for success.
See how you stack up against similar properties in the same area to see how potential rents are aligned with market standards.
We’ll nail the most profitable way to develop your property, taking into account the legalities, finances, market, development time, and more.
We’ll examine how quickly properties are getting sold or leased in the area, giving you a strong pulse on the market’s potential for growth.
We’ll review and carefully document all the unit and building details from your architectural plans and give you a summary of your unit mix, unit type sizes and common space area. This way, you can accurately gauge your potential income and expenses.
Your monthly and annual cash flows are the meat and potatoes of your deal. We’ll draw up a comprehensive cash flow chart for both monthly and annual terms and give you a variety of return metrics based on these charts.
Based on your model of income and expense, we’ll calculate your sale assumption costs and sale metrics so that you can see what your exit will look like.
We’ll figure how best to incorporate financial support or tax advantages into the financial model, so you get max profit. We’ll review the area’s tax abatement terms and do a full analysis of the NPV abatement on exit.
We’ll lay out rental projections, a lease up schedule, concessions and other income. We’ll give you estimated vacancy and growth rates and factor in a projected amount of operating expenses. And you’ll get an accurate picture of the rewards and the risks, plus creative options on how to mitigate the risks to make it work for you.
We'll assess loans or mortgages to secure the most suitable funding for purchase or development. We’ll also establish construction and permanent debt assumptions, LTC/LTV and DSCR constraints, interest rates, debt and prepayment fees, amortization, the IO period, and rate caps to make sure all your terms are aligned with your financial strategy.
Guided by our experience, we'll ensure proper planning to keep your project on track and within budget. We'll craft a construction plan, establish timelines and phases, and allocate land costs, hard and soft costs, taxes and carrying costs for optimal execution.
Get a structured investor return plan based on your agreed percentages and tiers, so the distribution of profits is fully transparent to everyone involved.
We’ll line-up all the necessary approvals and permits you need for the project, so you can the skip any timely revisions and costly delays.
We’ll oversee and handle all the nitty-gritty–but–super–important aspects of construction: ensuring the vendors are meeting quality standards, managing communication between stakeholders, contractors, and suppliers, and doing everything it takes to keep the project running according to plan.
We’ll actively research and allocate resources, select suppliers, and manipulate schedules to manage costs and get maximum profitability.
Your priorities. Your attention to detail. Without you getting personally involved. Get a seasoned representative to oversee your project, protect your interests, and liaise with all relevant parties and stakeholders.
It’s about who you know. Leverage our insider network and strong relationships to expedite your project's permit process, mitigate delays, and keep things moving at a rapid pace.
Have a brilliant plan for a project, but need to cut through bureaucratic red tape? We’ll craft a comprehensive pitch that presents your proposal as the ultimate win-win for the city.
Boom. Bang. Bam. Done.
Everything you’d expect, and way more.
One rep. A rep who knows the ins and out of your property, where the project is at, and can get you any answer you need.
(oh, and our average response time is 6 hours. sweet, no? ).
We know–you need this yesterday. We parcel out the project and have several team members working different parts of due diligence simultaneously. So you get the in-depth analysis you need, without sacrificing time.
A full team of experts analyzing your deal all for one flat rate. And having all those experts in-house means that no matter the question, deal type, or scenario, we probably have the knowledge you’re seeking– and we’ll definitely have an opinion.(And not that we’re keeping track, but we kinda have a track record.)
It’s not just about analyzing numbers or crunching scenarios, it’s about a gut feel and market insights we’ve built over years of analyzing thousands of deals in every market. Put it this way: there’s very little (almost nothing) you can get past us.
All the tech and tools to give you the data you need
Yeah, we know HappyCo, CoStar, and Yardi. And pretty much all the tech use. So no matter the property, project, or operational platform, we can jump in and get right to work.
See our chops.
If it’s CRE, bring it on
They’re killing it.
(and we couldn’t be be prouder)
