Every engagement is scoped and priced before work begins. No hourly billing, no open-ended retainers by default, no surprises on the invoice.
A refinancing rises or falls on two sets of numbers: the net operating income that supports the loan and the capital reserves that protect the asset. We independently test both, so owners, sponsors, and lenders walk into underwriting with figures that have already been pressure-tested.
This is an independent review of the financial and capital documentation provided — not an audit, appraisal, or licensed property condition assessment. The memo identifies where further certification is warranted.
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 is consistent and what is not — before the deal closes, not after.
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.
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.
This is an independent written opinion delivered to you. We do not contact, negotiate with, or represent you in discussions with the contractor — that stays entirely in your hands, informed by the findings.
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.
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.
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.
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.
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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