Every deal eventually has to convince somebody with money.
Sometimes that's investors, sometimes it's a lender, and in both cases the thing that gets scrutinized is the model underneath. I build the analysis that holds up when they take it apart, across multifamily, retail, hotels, small residential, and assisted and independent living.
Deal Review
A written verdict on a live deal, back to you within two business days. You get a straight read on whether the deal works, what the real return looks like, and which assumptions I would not sign off on. Credited in full toward any larger engagement started within thirty days.
Acquisition Underwriting
A full model built from your source documents, whether that's a rent roll and T12, a census and rate sheet, or a development budget. You get the working Excel file, not a PDF of my conclusions, so your team can run their own scenarios after I'm done.
Independent Underwriting Review
A fresh underwriting from the source documents, built without reference to the existing model, then compared line by line against yours. The output shows exactly where the two versions disagree and which assumptions are carrying the return.
Due Diligence Support
Leases abstracted, census and payer mix tested, trailing financials rebuilt from source, market research, and expenses repriced against current market rather than what the seller was paying.
Lender and SBA Projections
Multi-year projections, debt service coverage against the lender's own test, and the working capital it actually takes to reach stabilization rather than a round number. Built to survive a credit committee reading it line by line.
Waterfall and Structure Modeling
Promote, pref, and refinancing proceeds sized against the three tests a lender actually runs, not just loan to value. Includes a read on the partnership agreement, because the waterfall decides who absorbs a shortfall long before anyone finds out there is one.
Offering Memorandum and Investor Presentation
The offering memorandum or investor presentation, built by the same person who built the model, so every figure traces back to a cell rather than to a note someone took in a meeting. Includes a downside page, because the commitments usually come from the people who read it.
Monthly Retainer
Ongoing underwriting and analysis for firms reviewing more deals than their team can get through. Pipeline models, updates as terms change, and investor reporting, all from one person who already knows your deals.
Every engagement is scoped and priced up front, with a fixed quote before any work begins.
How it works
Send what you have
A rent roll and trailing financials, a development budget, a half-finished projection, whatever the deal came with. It does not need to be organized.
Scope and fixed price
Within two business days you get the scope, the turnaround, and a fixed quote. Nothing starts until you approve it.
I build it
Built from the source documents rather than from the existing model, with every assumption labeled and sourced.
You get the file
The working Excel file, a written summary of what the numbers actually say, and the sensitivity grid showing where the deal lives.