Investment Analysis | Financial Modeling
We provide an unbiased, comprehensive evaluation of a proposed commercial, multifamily, or residential investment deal. We follow a proven structured analysis process to help determine financial viability, market competitiveness, and overall investment risk. Each step in the process adds a detailed evaluation of a key component of the investment deal.
The final result is a comprehensive investment analysis report including projected investment performance, key project, investor, and lender metrics, and risk management recommendations.
- Property physical characteristics
- Current property financials
- Current property value
- Rent roll, tenants, and leases
- Investment strategy - what is the plan
- Market analysis - will the market support the plan
- Future assumptions - rent roll, tenants, income, expenses, etc.
- Pro forma financials
- Deal structure - partners, investors, financing, etc.
- Capital sources and uses
- Key investment metrics
- Exit plan
- Stress test
The final result is a comprehensive investment analysis report including projected investment performance, key project, investor, and lender metrics, and risk management recommendations.