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01 / 03
CAPITAL PLANNING & BUDGETING

A five-year capital plan that holds up to board and lender scrutiny

Typical Fee
$5,000 – $25,000
per project (flat)
Typical Timeline
2 – 5 weeks
Delivered As
Written capital plan with funding model

A company that owns one property or a portfolio of several needs a defensible plan for what to repair, replace, or upgrade — and in what order — over the next five years. We build that plan from your existing condition reports, prior capital spend, and site-level input, and prioritize it by actual risk rather than guesswork.

  • Deferred maintenance assessment — what's been pushed off, and what that's actually costing you in risk
  • Risk-based prioritization — life-safety and building envelope issues separated from routine lifecycle replacement
  • Multi-year funding model — phased to align with your cash flow, not a single overwhelming number
  • Board- and lender-ready format — built to be presented, not just filed away
Scope boundary

This is a desk-based assessment from documentation and site-level data you provide — not a licensed property condition assessment or structural inspection. Where a finding needs that level of certification, the plan says so explicitly.

02 / 03
ACQUISITION & PROJECT DUE DILIGENCE

A clear answer before you close: is the construction budget real?

Typical Fee
$3,500 – $18,000
per project (flat)
Typical Timeline
5 – 10 business days
Delivered As
Written due diligence memorandum

Before a company acquires a property or finances a construction loan, someone needs to independently check whether the construction and capital story holds up. We review the documentation, compare seller or sponsor representations against what the data actually shows, and flag what's consistent and what isn't — before the deal closes, not after.

  • Budget reasonableness review — is the renovation or construction budget realistic for the described scope
  • Hidden cost identification — deferred maintenance or risk not reflected in seller-provided numbers
  • Seller vs. independent comparison — a side-by-side of what was disclosed against what was found
  • Clear recommendation — proceed, proceed with conditions, or flag for further investigation
Scope boundary

This review is based on document review and, where included, a limited site walk — not a licensed structural, environmental, or engineering assessment. The memo identifies where that further certification is warranted.

03 / 03
CHANGE ORDER REVIEW

An independent read before you respond to the GC

Typical Fee
$1,500 – $8,000
per review (flat)
Typical Timeline
3 – 7 business days
Delivered As
Line-item review memo with recommendation

A contractor submits a change order, and you need to know — quickly and independently — whether it's legitimate and fairly priced before you approve it. We review each line item against the original contract scope, entitlement basis, and market pricing, and tell you exactly what to approve, what to negotiate, and what to reject.

  • Entitlement review — is the contractor actually owed this, or does it duplicate existing scope
  • Pricing benchmarking — compared against independent reference data for the region and scope
  • Line-item recommendation — approve, negotiate, or reject, item by item, with the reasoning shown
  • Schedule impact assessment — whether a requested extension is tied to a legitimate cause
Scope boundary

This is an independent written opinion delivered to you. We don't contact, negotiate with, or represent you in discussions with the contractor — that stays entirely in your hands, informed by the findings.

HOW ENGAGEMENTS ARE SCOPED

What's never assumed to be in scope

Always included

Document and data review, independent analysis grounded in institutional-scale construction and capital experience, and a clear written deliverable with a specific recommendation — agreed to in scope and price before work starts.

Never assumed

On-site oversight, contractor negotiation or representation, licensed engineering or structural certification, and ongoing verbal availability. If a situation calls for any of this, it's scoped and priced separately and explicitly — never bundled in by default.

Not sure which service fits?

That's a five-minute conversation, not a form to fill out. Describe what you're deciding and we'll tell you plainly whether this is a fit.

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