Services

Models that move decisions forward.

Every engagement is scoped to your deal, your audience, and your timeline. Here's what I deliver.

01

rDCF Underwriting Models

Full discounted cash flow analysis built lease-by-lease, with reversion modeling, sensitivity tables, and scenario comparison. Designed for real investment decisions — not back-of-napkin math.

What You Get

  • Lease-by-lease cash flow projections with contractual escalations, renewal assumptions, and vacancy reserves
  • Reversion analysis with terminal cap rate sensitivity across multiple exit scenarios
  • Debt structuring — fixed, floating, IO periods, and refinancing scenarios with DSCR tracking
  • Returns waterfall with IRR, equity multiple, and cash-on-cash at GP and LP levels
  • Multi-scenario sensitivity tables — stress-test vacancy, rent growth, exit cap, and interest rates simultaneously

How It Works

  1. You share the deal materials — rent roll, offering memo, financials, and any assumptions you're working with.
  2. I build the model in Excel, structured for your specific deal and audience (investors, lenders, or internal).
  3. We review the model together. I walk through the key assumptions, risks, and sensitivities.
  4. You receive a final, audit-ready Excel file with clear documentation and assumption tracking.

Ideal For

Acquisition underwriting Investor presentations Lender packages Due diligence
02

Custom Excel Dashboards

Presentation-ready financial models and dashboards designed for your specific audience. Not generic templates — purpose-built tools that make your data tell a clear story.

What You Get

  • Investor-facing summary dashboards with key metrics, distributions, and performance tracking
  • Portfolio performance trackers — occupancy, NOI, lease expirations, and CapEx at a glance
  • Dynamic assumption toggles — let your team model scenarios without touching the underlying formulas
  • Branded, print-ready formatting that's professional enough for LP reporting or board presentations

How It Works

  1. We discuss the audience, the decisions the dashboard needs to support, and the data sources available.
  2. I build a first draft and share it for feedback — layout, metrics, and flow before I finalize.
  3. You receive the final Excel file with documentation, formula protection options, and a walkthrough.

Ideal For

LP reporting Portfolio tracking Deal screening Board presentations
03

Investment Guidance

Strategic advisory for investors and sponsors navigating deal evaluation, capital strategy, and asset selection. Grounded in real operating experience across multifamily and retail — not textbook theory.

What You Get

  • Deal-level go / no-go analysis with clear reasoning on risk, return, and strategic fit
  • Market and submarket positioning — where supply, demand, and pricing dynamics favor your strategy
  • Capital structure recommendations — equity/debt mix, preferred return structures, and promote waterfalls
  • Ongoing portfolio consultation — monthly or quarterly check-ins tailored to your investment lifecycle

How It Works

  1. An initial call to understand your investment thesis, deal pipeline, and where you need the most clarity.
  2. I review the deal materials and provide a written assessment with clear recommendations.
  3. Follow-up as needed — I'm available for ongoing retainer engagements or project-based advisory.

Ideal For

First-time sponsors Deal evaluation Capital strategy Portfolio review

Ready to sharpen the numbers?

Tell me about the deal you're working on. I'll scope the engagement and get back to you within 24 hours.

Schedule a Consultation