Deal analysis

Underwriting workflows

The same criteria applied to every deal, regardless of who looks at it. From intake to investment committee memo.

What it includes

—Deal intake from the MLS, a PDF or a spreadsheet
—Rent rolls and operating statements normalized to one format
—Committee metrics: cap rate, cash-on-cash, DSCR, levered return
—Financing scenarios and sensitivity on the variables that move the return
—Critical assumptions flagged, so the discussion is about those and not the arithmetic
—Investment memo in a consistent format on every deal
—Comparison against the deals already analyzed in the portfolio