Commercial Real Estate Advisory Firm
Property and Portfolio Investment Services
Assisting property investors in identifying prospects, negotiating non-disclosure agreements, designing due diligence lists and reviewing and analyzing resulting information and data (including property operating statements, rent rolls, payroll, contracts, real estate taxes and insurance), third party vendor selection, contracting and report reviews, lease, title and estoppel reviews, property inspections, existing loan reviews and strategies, bid design and negotiation and acquisition closing and financing. Also, there is the potential co-investment as we believe in the recommendations we make and place our own capital at risk as concrete proof. When needed, we can also aid in identifying and engaging third party property management. Subsequent to acquisition we can provide asset management and ultimately assist in identifying the appropriate time and strategy to dispose of properties.
Loan and Equity Structuring, Sourcing and Placement
Assist borrowers in identifying the optimal capital structure for their properties and appropriate sources for those structures, leading them through the loan origination process through closing and assisting them with any related servicing or relationship issues.
Portfolio Management Services
Assist lenders with designing and implementing systems to manage their overall portfolio risks, delinquencies, defaults, maturities and special assets (including lease reviews, management changes, loan assumptions, collateral releases, escrow administration, dispositions, foreclosures, bankruptcies and litigation).
Portfolio Surveillance Services
Design and implement systems for lenders that allow them to identify and properly address trends and issues in their portfolios, including borrower and geographical concentrations, rising and falling markets and submarkets and specific loan and borrower issues. This includes developing and implementing property and sponsor analysis, property inspections and watch list and asset evaluation policies and procedures.
Distressed Loan Workouts and Restructurings
Assist borrowers and lenders with designing and closing loan-specific, value enhancing strategies and solutions for their maturing and distressed loans. This includes analysis to determine viable and optimal options such as asset dispositions, equity recapitalization, management strategies and changes, loan restructuring, negotiated transfers, loan sales and foreclosures.
Property, Loan and Portfolio Due Diligence
Assisting property and loan investors and lenders in identifying prospects, negotiating non-disclosure agreements, designing due diligence lists and reviewing and analyzing resulting information (including property operating statements, rent rolls, operating costs, real estate taxes and insurance), third party vendor selection, contracting and report reviews, lease, title and estoppel reviews, property inspections, property management, sponsor and guarantor evaluations, loan document reviews, bid design and negotiation and acquisition closing.
Development and Implementation of Policies and Procedures
Assist lenders in developing and documenting industry best practices in the areas of loan origination, processing, underwriting, closing, servicing and asset management. Additionally, we assist mortgage investors in developing and implementing industry best practices with respect to loan servicing and asset management.
After providing lenders and investors assistance in designing any of the various systems and policies and procedures outlined previously, we can also provide training for their employees to insure successful implementation.