A-la-carte Real Estate Consulting Brochure

A-la-carte Institutional RealEstate Consulting SolutionsDigital BrochureClick a Section Below to Learn MoreExecution Support Platform DevelopmentDebt & Equity Structuring Fund Formation, Fundraising and Placement and Investor RelationsAcquisition Due Diligence and Crowdfunding/Reg D Platform Execution Strategy & DevelopmentFinancial Analysis, Modeling Branding, Design and and Underwriting Marketing

Debt & EquityStructuring and PlacementExecution Support Products ServicesDeal Review & Financing Summary Turn-key Capital Advisor yA flat fee deal review inclusive of business plan Either a retainer-based or success fee basedreview, financial model review and sensitivity engagement of a dedicated senior consultant withanalysis, capital structure review, term sheet and commercial mortgage brokerage and capitalloan agreement review, resulting in a summary of markets experience relevant to the subject propertyfindings and recommendation with regards to type and type of project. Consultant will prepare acapital structure and business plan. Completed by comprehensive Loan Request Offeringan experienced real estate capital markets Memorandum and source compatible financingprofessional within 7 business days. programs from Caplytic’s proprietary database which includes thousands of debt and equityOrder From $750* providers from across the nation. Information regarding track record and references, as well asLoan Request Offering Memorandum interviewing is available to clients to confirm consultants’ capabilities meet client needs.A flat fee for the preparation of an exceptionallydesigned offering memorandum for lenders or Free Consultationequity partners including but not limited to anexecutive summary, sources & uses analysis,proforma, debt or investment analysis, marketingplan write-ups, capital improvement plan write-ups,investment highlights, sales and operating/rentcomparable data, market analysis, sponsor bio &track record information, custom maps and aerials,and photos/plans/renderings. Completed by anexperienced real estate capital markets professionalwithin 14 business days.Order From $3,500* Return to Table of Contents* Market data (such as sales/rent comps), if required and not provided by client, should be purchased from a third party data services company. We canprovide an estimate of data costs prior to an assignment, and clients shall be responsible for purchasing data if they so choose to include such data.* Products Pricing is subject to certain factors ranging from project complexity, degree of wordsmithing or original content development required, amount ofdata/information provided by a client, and length or extensiveness of an assignment. Final pricing shall be determined upon completion of a consultation.

Acquisition Due Diligenceand ExecutionExecution Support Products ServicesInvestment Feasibility Study Turn-key Acquisition SupportA flat fee report which summarizes the expert Either a retainer-based or success fee basedevaluation of a proposed real estate project to engagement of a dedicated senior consultant withdetermine (1) if it is reasonably possible within the acquisition, real estate private equity and/orsuggested budget and parameters, and (2) its development experience relevant to the subjectlikelihood of achieving targeted ROI. Report is based property type and type of project. Consultanton the client’s business plan in relation to key provides as-needed services including but noteconomic drivers, market and submarket data, and limited to acquisition underwriting review, financialother relevant factors affecting a specific project. modeling, purchase price bid preparation, LOI andCompleted by an experienced real estate Purchase Agreement negotiation, virtual data roominvestment professional within 14 business days. setup & administration, preparation of information request lists, remote and onsite due diligence,Order From $4,500* closing process support, and ownership transition support. Information regarding track record andMarket Study references, as well as interviewing is available to clients to confirm consultant’s capabilities meetA flat fee report outlining a forecast of the demand client needs.for a certain type of real estate project in aparticular market, an analysis of the competitive set Free Consultationand future supply, and an estimate of the inventorywhich could be absorbed and the prices whichcould be charged within the subject time frame.Completed by an experienced real estateinvestment professional within 7 business days.Order From $950* Return to Table of Contents* Market data (such as sales/rent comps), if required and not provided by client, should be purchased from a third party data services company. We canprovide an estimate of data costs prior to an assignment, and clients shall be responsible for purchasing data if they so choose to include such data.* Products Pricing is subject to certain factors ranging from project complexity, degree of wordsmithing or original content development required, amount ofdata/information provided by a client, and length or extensiveness of an assignment. Final pricing shall be determined upon completion of a consultation.

Financial Analysis, Modelingand UnderwritingExecution Support Products ServicesDeal Review & Investment Summary Per-diem Acquisition UnderwritingA flat fee deal review inclusive of business plan Consultant has demonstrated professionalreview, financial model review, sensitivity analysis, acquisition or equity underwriting experience fromcapital structure review, and legal and operating a real estate private equity firm or REIT, includingdocument review, resulting in a summary of the ability to build and manipulate Excel or Argusfindings and investment recommendation. models to include sources & uses, proformas, cashCompleted by an experienced real estate flow waterfalls, debt modeling, advanced dynamicinvestment professional within 7 business days. formulas, sensitivity analysis and professional formatting.Order From $750* Free ConsultationProperty Specific Financial Model Per-diem Development UnderwritingA flat fee for a customized fully dynamic financialmodel built for a specific property type (multifamily, Consultant has demonstrated professionalhotel, commercial, etc.) and formatted for a live deal development underwriting experience from a realprovided by, and in direct collaboration with client. estate development company, including the abilityCan be used as an internal template for future to build and manipulate Excel or Argus models toprojects. Completed by an experienced real estate include sources & uses, construction drawinvestment professional within 14 business days. schedules, proformas, cash flow waterfalls, debt modeling, advanced dynamic formulas, sensitivityOrder From $5,000* analysis and professional formatting. Free Consultation Per-diem Debt Underwriting Consultant has demonstrated professional senior and subordinate debt underwriting experience from a lender or bank, including the ability to build and evaluate loan sizing, ‘last dollar’ risk exposure, expense and debt coverage projections at a property and portfolio level. Free Consultation Return to Table of Contents* Market data (such as sales/rent comps), if required and not provided by client, should be purchased from a third party data services company. We canprovide an estimate of data costs prior to an assignment, and clients shall be responsible for purchasing data if they so choose to include such data.* Products Pricing is subject to certain factors ranging from project complexity, degree of wordsmithing or original content development required, amount ofdata/information provided by a client, and length or extensiveness of an assignment. Final pricing shall be determined upon completion of a consultation.

Fund Formation, Fundraisingand Investor RelationsPlatform Development Products ServicesFundraising Investor Pitchbook Fundraising Strategy DevelopmentA flat fee for the production of a draft investor Experienced institutional investment managementpresentation highlighting client’s investment thesis, or investment banking professional to assist withvalue proposition, track record, organizational client’s overall fundraising efforts. Consultant hasstructure, and pipeline, in collaboration with client’s experience with structuring investment vehicles inattorney. Completed by a professional with real collaboration with attorneys, positioning investmentestate investment management and/o investment firms for institutional fundraising, preparing privatebanking experience within 7 business days. placement memorandums, collaborating with professional placement agents to access pensionOrder From $2,500* fund, family office and high net worth individual gatekeepers, and coordinating road shows.Private Placement Memorandum Free ConsultationA flat fee for the production of comprehensive draftPPM highlighting client’s investment thesis, value Custom Investor Relation Supportproposition, track record, organizational structure,and pipeline, in collaboration with client’s attorney. Customized solutions can incorporate everythingCompleted by a professional with real estate from back office and fund administration throughinvestment management and/or investment roadshow and in-person pitch/sales support.banking experience within 14 business days. Free ConsultationOrder From $4,500*Fund Level Multi-Asset Financial ModelA flat fee for a comprehensive fund level financial modelprojecting investor returns with a 5 to 10 year horizon.Completed by an experienced institutional investmentprofessional with relevant property type knowledge, indirect collaboration with the client, to translate operatingprojections, proforma project and fund level IRR/equitymultiple, and fee structures into a dynamic model forfundraising and/or business planning purposes.Completed within 14 business days.Order From $6,500* Return to Table of Contents* Market data (such as sales/rent comps), if required and not provided by client, should be purchased from a third party data services company. We canprovide an estimate of data costs prior to an assignment, and clients shall be responsible for purchasing data if they so choose to include such data.* Products Pricing is subject to certain factors ranging from project complexity, degree of wordsmithing or original content development required, amount ofdata/information provided by a client, and length or extensiveness of an assignment. Final pricing shall be determined upon completion of a consultation.

Crowdfunding/Reg D PlatformStrategy & DevelopmentPlatform Development Products ServicesReal Estate Crowdfunding 101 Guide Crowdfunding Platform DevelopmentA comprehensive guide to getting started with real Experienced real estate and web projectestate crowdfunding. Includes things such as the management expert to assist with development of“should I build a crowdfunding platform?” an online crowdfunding platform. Consultant hasquestionnaire; information on today’s top real experience with crowdfunding business plans,estate crowdfunding platforms; sample capital vendor selection & RFQs, industry standard legalexpenditures you can expect to incur on structures, project management of custom andtechnology, legal and administrative services; list of white-label crowdfunding web platformbest of breed third party vendors; start to finish development, regulatory compliance, infographicplatform launch diagram and timetable; startup design, and digital marketing.and marketing best practices guide. Free ConsultationOrder $450 Return to Table of Contents* Market data (such as sales/rent comps), if required and not provided by client, should be purchased from a third party data services company. We canprovide an estimate of data costs prior to an assignment, and clients shall be responsible for purchasing data if they so choose to include such data.* Products Pricing is subject to certain factors ranging from project complexity, degree of wordsmithing or original content development required, amount ofdata/information provided by a client, and length or extensiveness of an assignment. Final pricing shall be determined upon completion of a consultation.

Branding, Design andMarketingPlatform Development Products ServicesCustom Website Branding, Marketing & PR StrategyA flat fee for the production of mobile-ready, Marketing expert with extensive institutional realresponsive and SEO friendly website including estate experience to assist with client’s overallcontent development and institutional branding and marketing goals. Consultant haswordsmithing for all types of real estate companies. experience with branding & brand repositioning,Completed by a professional with real estate and content marketing & thought leadership, digitalweb design experience within 30 business days. marketing, public relations, lead generation, blogging, and social media.Order From $5,500* Free ConsultationCustom Corporate BrochureA flat fee for the production of high-end, PowerPoint based corporate brochure highlighting client’scompany, vision, mission, value proposition, trackrecord, and organizational structure. Completed byan institutional real estate professional within 14business days.Order From $2,500* Return to Table of Contents* Market data (such as sales/rent comps), if required and not provided by client, should be purchased from a third party data services company. We canprovide an estimate of data costs prior to an assignment, and clients shall be responsible for purchasing data if they so choose to include such data.* Products Pricing is subject to certain factors ranging from project complexity, degree of wordsmithing or original content development required, amount ofdata/information provided by a client, and length or extensiveness of an assignment. Final pricing shall be determined upon completion of a consultation.

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