What We Do

We provide credit and portfolio advisory support to private debt funds and real estate lending platforms across the full life cycle of a loan portfolio.

Underwriting & Valuation

We help clients underwrite opportunities quickly, clearly, and with institutional-grade precision.

  • Bridge and permanent loan sizing

  • Acquisition, refinance, and valuation modeling

  • Market research and rent comps

  • Investment memoranda and lender presentations

Credit & Risk Analysis

We evaluate underlying credit and asset-level risks with speed, structure, and accuracy.

  • Credit and collateral risk assessment

  • Business plan viability and downside modeling

  • Cash flow and lease analysis

  • Sponsor and guarantor reviews

Asset Management & Advisory

From day-one planning to final disposition, we support portfolio performance at every stage.

  • Business plan execution and variance tracking

  • Lease-up and capex oversight

  • Monthly reporting and LP communications

  • Waterfall modeling and performance reporting

Workout & Special Situations

We bring clarity and structure to distressed or underperforming assets.

  • Default and foreclosure support

  • REO and receivership prep

  • As-is and as-stabilized valuations

  • Strategic resolution and exit planning

Site Inspections & Oversight

Experienced eyes on the ground across the U.S.

  • Pre-close site visits and capex validation

  • Lease and occupancy verification

  • Photo documentation and reporting

  • Quick turnaround and flawless execution

Portfolio oversight and asset management clients typically work with us on a monthly retainer. For project-based and special situations work, contact us for scoping.