Asset classes

Real Estate life cycle

Idea Evaluation & Planning

• Site Selection / Master Planning / Space Planning

• Feasibility Study

• Preliminary Design

• Budget & Cash Flow Estimates (Initial Proforma)

Pre-Construction

• Advise on Project Team (Architect, GC, Engineers, Environmental, Consultants & Property Manager)

• Site Planning / Concept & Schematic Design / Preliminary Pricing Drawings

• Renderings / Animation / Entitlement Work

• Project Timeline

• Acquisition Due Diligence

• Entitlements (Government Approvals & Utility Coordination)

• Establish Pre-Construction Costs & Estimated Monthly Cash Burn

• Assist in Identifying Financial Partners

  • Construction Lenders

  • Equity Partners

• Navigate Potential Incentives: Tax Credits, Tax Abatement, TIF, Grants

• Evaluate Budget Revisions

• Finalize Budget & Projected Cash Flows (Final Proforma)

• Assist in Construction Financial Closing (Loans & Equity Partners)

Construction

• Monitor Overall Project Budget

• Attend Monthly Construction Meetings

• Prepare Monthly Construction Draws

• Coordinate with Financial Partners

• Project Oversight / General Contractor Management

• Pre-leasing Marketing Oversight

• Post-Construction Transition Period

  • Monitoring Property Management Team during Lease-up Period

  • Incentive Close-out

Asset Management

• Owner's Representative: Conduit between Owner, Investors, Partnerships, Lenders, and Property Management

• Financial Management: Critical Date Tracking & On-going Reporting

• Risk Management: Insurance Consulting, Management, and Oversight

• Value Creation

  • Loan Refinancing

  • Acquisitions / Dispositions

  • Capital Improvements

  • Equity Raise