INVESTMENT REAL ESTATE

Utilizing Ten-X/Loopnet/CoStar, the leading Property Technology platforms to execute due diligence, marketing, sales management, and Disposition/Acquisitions of commercial real estate assets including sealed bid and live auctions, portfolio sales, note sales, and sale-leaseback transactions. 

BUSINESS ANALYTICS

Bloomberg Terminal for top tier financial industry trends and capital markets insights. Corporate underwriting and credit memo. TVM, NPV, ROI, IRR, MIRR, MOIC/EM, Sharpe and Sortino ratios, Discount/Spread, Profitability index, WACC, Alpha/Beta risk ratios, Monte Carlo modeling, and Altman Z-score.

TRANSACTIONAL WORK

KYC-AML protocols for due diligence, BVO, 409A valuation, M&A, portfolio roll ups, and spinoffs. Public-private investment partnerships (P3). REIT/ REMIC/ REOC formations, dispositions, distressed sales/sell-offs, restructurings, sale-leasebacks, Section 1031/reverse exchanges, & Section 3(a)10.

NICHE CONSULTING

Land use entitlements, parcel assemblages, zoning lot mergers, ULURP, P3, affordable/workforce housing, LURA, urban infill, redevelopment, brownfield remediation, TOD, abandonment, cost segregation, energy audits, power generation, outsourced curtailment mitigation, Micro Grid, and LEED.