Develop a custom strategy consistent with the client’s investment objectives and risk level and designed to yield the best investment returns possible.

Create acquisition guidelines aligned to strategy and then source investment opportunities that meet those guidelines.

Once approved by client, conduct financial review of property by examining relevant leases and preparing revenue and expense projections.

Develop a financing strategy selecting debt capital providers, structuring loans, and negotiating conditions to increase profitability.

Conduct a full property valuation - earnings projections, analysis of market, location, tenant, creditworthiness and debt coverage. Engage attorney to develop and submit a formal letter intent (LOI).

Retain and manage third-party experts to complete required inspections (e.g. architects, engineers, appraisers, environmental experts). Formalize financing and leasing strategies, conduct insurance review, and finalize the pro forma.

Negotiate final purchase price and other agreements with seller and oversee realization of acquisition structure.