Thirty years of producing extraordinarily successful commercial and community real estate projects has provided us a sixth sense toward spotting fatal flaws in development programs. We apply a developer's skeptical eye to business plans, providing insight as to the practicality of proposed projects with a special assessment as to level of risk involved.

Our service is designed for institutional investors and lenders.  It is often the subtleties and nuance of a particular deal aspect that can slip by unnoticed.  We offer a consulting service to your real estate group, reviewing proposed investments and providing a second opinion as to the viability and analysis of risk in a given project.

Clients receive a strategic summary report.  If more in-depth studies are indicated we recommend a specific third-party consulting service specializing in the particular information needed or work with your people to get answers.

Our focus is to review and qualify five critical areas of real estate investment in a development scenario.  These factors represent the five imperatives for successful investment:

These areas are of critical importance and are areas we believe investors should heed.  Prospective borrowers should be required to provide the background information or third-party studies relative to these five factors.  We review what the prospective borrower has submitted, working hand in hand with your real estate group or committee.

The cost of our services is nominal relative to the dollar size of the investment commitment.  Because we are not producing in-depth original studies and voluminous reports, we limit our work to applying our expertise to flagging weaknesses in the development plan.

We, effectively, provide insurance against a potential troubled loan.  Typically, our fee will run ten basis points on a $45 million investment deal, or upwards to 33 basis points on smaller deals.  Obviously, the fee is tailored to the scope of services required