Financial Due Diligence
Pre-Acquisition Due Diligence:
Market assessment and economic impact studies
Business case analysis
Equity market/story analysis
Organizational assessment
Sustainability strategy
Dispute avoidance strategy
Investment advisor selection
Corporate real estate advisory
Merger or business acquisition considerations
Capital Markets:
CMBS, Portfolio and Syndicated Credit Loan Underwriting
High Yield, Preferred Equity and Participation Transaction Analysis
Subordinated Debt Structure Analysis & Evaluations
Debt & Property Cash Flow Modeling
Portfolio Collateral Evaluations & Transactional Support
Property Inspections and Competitive Benchmarking Analysis
Feasibility & Market Studies
Borrower Experience and Credit Reviews
Technical Services Administration (Environmental, Property Condition and Appraisal)
Credit Memorandum and Asset Summary Preparation
Underwriting Services:
Entity and corporate level financial due diligence
Investment Committee presentations, memos and write-ups
Cash flow modeling (ARGUS, DYNA, Excel) and model testing
Project risk assessment and analysis
Financial risk analysis
Lease abstracting
Financial and tax entity-level due diligence
Environmental risks and opportunities due diligence
Cost segregation and purchase price allocation
Financial modeling
Valuation