Consulting Services

We provide various value-added consulting services on the real estate financial modeling. The followings are the representative cases where we acheive goals for our clients. If you are interested, please Contact Us.

...

Ground-up Single-Family Development in Dallas, TX

  • Analyzed various financing options and identified the lowest capital cost structure
  • Modelled development, leasing, and sale schedule of 7,000 houses
  • Structured profit-sharing/waterfall between General Partner and Limited Partner
  • Modelled seller-financing loan and sale of the loans as an asset-backed portfolio to third parties


Existing Office Building Acquisition in Deerfield, IL

  • Modelled complex rent roll and rent step-up
  • Stress tested the underwriting with sensitivity table and scenario analysis
  • Calculated projected monthly occupancy situation based on the rent roll assumptions
  • Modelled capital expenditure reserve spending throughout the holding period


Underwriting of Loan Portfolio on Real Assets across the U.S.

  • Modelled individual asset’s cash flow and assessed its debt service capacity
  • Conducted risk management assessment on loan portfolio level
  • Identified overperformers and underperformers in the portfolio
  • Analyzed various components of monthly debt payments, e.g., reserve escrow, mortgage insurance payment, and tax escrow


Lease Analysis in New York City, NY

  • Modelled lease cash flow and calculated various return metrics, such as ROI, IRR, and Multiple
  • Compared different lease options and identified the optimal choice
  • Conducted market research and demographic analysis in certain MSAs (Metropolitan Statistical Area)
  • Categorized detailed upfront costs and future costs in the cash flow


Sale and Hold Analysis on a Real Estate Portfolio in Quebec, Canada

  • Modelled the cash flow of 10 properties in a portfolio with complex leases and leasing assumptions
  • Compared existing holding’s Return on Equity (ROE) with potential investment opportunities
  • Analyzed the risks and rewards of keeping or selling the existing holdings
  • Ran scenario analysis on various exit strategies