Do you need professional support for a live or upcoming investment opportunity? We can help with that too.

We can work with you as an outsourced investment staff on an as-needed, contract basis. Our team has principal equity investing experience on both the GP and LP sides working for well-known sponsors, developers, and institutional investors.

Common Engagements

Our typical engagements include some of the below:

• Financial Analysis - comprehensive investment analysis and underwriting including a proforma, sensitivity & scenario analysis, and partnership waterfalls utilizing best in class institutional modeling practices - all constructed on a bespoke basis for your deal and fully customizable

• Investment Memorandums - outlining and constructing professional investment memos, developing investment theses and deal merits, outlining business plan and value creation levers, identifying key risks & mitigants, full due diligence overview, team backgrounds/track records, etc.

• Marketing Materials - assisting Brokers or Owners in creating external Offering Memorandums, Teasers, and other marketing materials to assist in equity raises, debt financings, etc.

• Market Research - deep dive into market and submarket to better understand current supply, sales and rent comparables, broader competitive landscape, demand generators, demographic trends, economic picture and anchors, geopolitical risks, and other macroeconomic considerations