Reports

Underwriting & Decision Modeling.

Does the deal actually hold — or just look like it does?

Most models balance. Most projections work. That's not the problem. The problem is the assumptions behind them. We independently review and build underwriting models, so decisions are based on reality, not just clean spreadsheets.

Engagement Tracks

Two ways we engage.

Stress-test the model you already have, or build a clean institutional-grade model you can rely on across deals.

Most common starting point
01

Underwriting Review

Stress Test
Starting at $2,500

You already have a model. We pressure-test it.

What we do
  • Rebuild your model in our framework for verification
  • Test revenue assumptions (rent, occupancy, absorption)
  • Validate expense structure and operating assumptions
  • Review capex, reserves, and capital exposure
  • Analyze debt structure and refinance risk
  • Stress-test downside scenarios and breakpoints
  • Audit model integrity (formulas, logic, hidden errors)
Outcome

A clear view of where the deal holds — and where it breaks.

Secure checkout bystripe

02

Model Build

From Scratch or Upgrade
Starting at $7,500

You don't have a reliable model — or need one you can actually use to make decisions. We build it.

What we deliver
  • Institutional-grade underwriting model
  • Fully structured cash flow and return framework
  • Scenario and sensitivity capability
  • Clean logic you can reuse across deals
Outcome

A model you own — and can rely on going forward.

Secure checkout bystripe

Programmatic Investors & Active Operators

This is where most firms stop. We don't.

We work with clients running multiple deals or portfolios, where consistency matters more than one-off analysis.

Engagement focus
Standardized frameworksPortfolio modelingRepeatable systemsOngoing support
This includes
  • Standardized underwriting frameworks across assets
  • Portfolio-level modeling and decision tools
  • Repeatable deal evaluation systems
  • Ongoing underwriting support across acquisitions

This turns underwriting from a one-time exercise into a scalable decision system.

What We Actually Challenge

Most underwriting errors don't come from math.

They come from the assumptions baked in before the model was even built.

Occupancy

optimistic assumptions.

Rent growth

unrealistic trajectory.

Expenses

underestimated.

Capital needs

ignored.

Exit

assumed clean.

We focus on what happens under pressure.

  • Not just what works in a base case
  • Where the deal breaks under stress
  • Which assumptions carry the real risk
Where This Is Used

Before capital is exposed.

  • Before submitting or finalizing an offer
  • During acquisition underwriting
  • Prior to equity or debt commitment
  • When reviewing third-party or GP models
  • When scaling across multiple deals
What You Walk Away With

Not just a "review." A position.

I
Move forward

The deal holds. Proceed with confidence.

II
Adjust structure

Reposition the assumptions, scope, or terms.

III
Or walk

The downside isn't worth the exposure.

Engage

Submit your model or deal summary.

We'll define scope, fee, and timeline within 24 hours. Pricing scales based on asset type, complexity, and scope.

  • Review — starting at $2,500
  • Model build — starting at $7,500
  • Response within 24 hours