We review and screen a continuous flow of property offerings across major and secondary markets. Upon client approval, we execute all key stages of the acquisition — from securing financing to inspections to negotiation of the purchase and sale agreement.
Our process
- 1
Strategy
Develop a custom strategy consistent with the client’s investment objectives and risk level, designed to yield the best investment returns possible.
- 2
Sourcing
Create acquisition guidelines aligned to strategy and then source investment opportunities that meet those guidelines.
- 3
Analysis
Once approved by the client, conduct a financial review of the property by examining relevant leases and preparing revenue and expense projections.
- 4
Financing
Develop a financing strategy — selecting debt capital providers, structuring loans, and negotiating conditions to increase profitability.
- 5
Letter of intent
Conduct a full property valuation — earnings projections and analysis of market, location, tenant, creditworthiness and debt coverage. Engage an attorney to develop and submit a formal letter of intent (LOI).
- 6
Due diligence
Retain and manage third-party experts to complete required inspections (e.g. architects, engineers, appraisers, environmental experts). Formalize financing and leasing strategies, conduct an insurance review, and finalize the pro forma.
- 7
Negotiations
Negotiate the final purchase price and other agreements with the seller and oversee realization of the acquisition structure.