Services
Objective analysis at the moments that matter most — before you buy, while you hold, and when you're deciding what's next.
Pre-Investment Deal Review
WHO IT'S FOR:
Investors evaluating a specific U.S. multifamily or commercial acquisition — whether sourced independently, through a sponsor, or via a syndication.
WHAT I DO:
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Independent underwriting review: I rebuild or stress-test the sponsor's pro forma with realistic assumptions — not their best-case scenario
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Market validation: Assess the submarket fundamentals, rent comps, supply pipeline, and demand drivers behind the deal thesis
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Risk mapping: Identify the key assumptions the deal depends on and what happens if they don't hold (rent growth, exit cap, occupancy, renovation costs)
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Sponsor/operator evaluation: Assess the track record, fee structure, alignment of interest, and operational capacity of the deal sponsor
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Capital structure review: Evaluate the debt terms, leverage profile, and refinancing risk relative to the business plan
WHAT YOU RECEIVE:
A written assessment with a clear summary of findings, key risks, and specific questions to raise with the sponsor before committing capital.
TYPICAL ENGAGEMENT:
One-time, project-based. Usually completed within 5–7 business days of receiving deal materials.
Portfolio & Asset Performance Review
WHO IT'S FOR:
Investors with existing U.S. real estate holdings who want an independent assessment of how their assets are actually performing — not just what the quarterly report says.
WHAT I DO:
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Asset-level performance analysis: Review actual NOI vs. underwritten projections, identify variance drivers, and assess whether the business plan is on track
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Operational benchmarking: Compare property-level expenses (payroll, R&M, turns, insurance, taxes) against market
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standards to flag inefficiencies
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Hold / sell / refinance analysis: Model the realistic go-forward returns of holding vs. disposing, factoring in current market conditions, debt maturity, and opportunity cost
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Capital expenditure review: Evaluate whether planned or completed renovations are delivering the projected rent premiums
WHAT YOU RECEIVE:
A detailed asset-by-asset or portfolio-level report with actionable findings and clear recommendations.
TYPICAL ENGAGEMENT:
Project-based or recurring (quarterly/semi-annual review cycles).
Strategic Decision Support
WHO IT'S FOR:
Investors and family offices at inflection points — entering the U.S. market for the first time, evaluating a new partnership, considering a market or strategy shift, or making allocation decisions.
WHAT I DO:
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Market entry strategy: Help define your target geography, asset profile, return thresholds, and operator criteria for U.S. multifamily investing
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Partnership & sponsor due diligence: Evaluate prospective operators, JV partners, or fund managers — their track record, alignment, transparency, and operational depth
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Capital allocation framework: Structure a decision framework for how to deploy capital across markets, strategies, and risk profiles
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Scenario analysis: Model different paths forward (e.g., deploy now vs. wait, diversify vs. concentrate, direct ownership vs. passive LP) with realistic assumptions
WHAT YOU RECEIVE:
A structured analysis tailored to your specific decision, with clear frameworks and trade-off mapping to support your judgment.
TYPICAL ENGAGEMENT:
Advisory engagement scoped to the specific decision at hand.
Engagement & Fees
All engagements begin with a no-cost introductory call to understand your situation and confirm fit. Fees are project-based or structured as a retainer, depending on the scope. I do not earn transaction-based commissions, success fees, or referral compensation of any kind. My only client is you.