Services
Scope of Services can be tailored to the needs of the client

PRIMARY SERVICES:

OFFERING MEMORANDA/REPORTS

• Creation of memoranda to solicit developers/co-developers for projects (see OMs/Reports page for examples).

• Analysis of property attributes suitability for development/re-development (see OMs/Reports page for examples).

• Feasibility studies.

• Analysis of proposed governmental ordinances/regulations and the resulting impact on development (see OMs/Reports page for examples).

• Debt placement OMs.

• Bankruptcy re-organization plans (financial models for Chapter 11 plans).

FINANCIAL CONSULTING

• Business plans and financial models for projects and operating units.

• Debt restructuring/workouts.

• Debt placement and administration.

• Creation of tenant reimbursement calculation models.

• Bankruptcy re-organization plans (financial models for Chapter 11 plans).

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ASSET MANAGEMENT

• Acquisitions and dispositions.

• Debt placement and administration.

• Equity administration.

• Financial reporting (non-CPA).

• Portfolio analysis for remodeling/redevelopment/value-add.

• Lender and/or partner workouts.

ADDITIONAL AREAS OF EXPERTISE THAT INFORM THE PRIMARY SERVICES:

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DEVELOPMENT/RE-DEVELOPMENT

• Full range from idea to completed project.

• Concept planning.

• Technical and financial feasibility.

• Entitlement, City and DoT access/ROW acquisition.

• Project management including budgeting and scheduling.

• Anchor tenant/user Site Development Agreements.

• Design team selection and management.