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Commercial real estate syndications
to provide pre-construction and construction phase gap financing.
These syndications are for fractional real estate ownership
interests and may be available as early as the pre-construction
phase of the project's development cycle. All syndications are
for projects having a development budget of at least $2.5 million
(or an acquisition budget, as the case may be).
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Investment incentive entitlement
reviews. Is this a tax credit deal? What about bonus
depreciation expense authorization?
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Market feasibility
studies. We support all commercial income-producing
property development proposals starting with a comprehensive market
feasibility study.
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Financial feasibility
studies. We provide a level of detail and sensitivity
testing that you can only dream about. Using our exclusive ProFormaPro
software, we can create detailed capital funding proposals and then
provide the back-up that shows how we got there.
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Capital funding
plan proposal preparation. The key to the entire program,
this is the document the lender, mortgage banker and/or investment
banker first sees and it has to be perfect.
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Business plan
drafting. Every multifamily housing project has to have a
business plan and we provide both strategic business plans and
operations business plans.
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Private placement offering
memoranda. We create the draft version to save time (and
a lot of money) that can be used to place your construction loan
into institutional market.
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Institutional placement referrals.
We do this as a freebie. If you need it, we'll support it.
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Sponsor Audited Financial Statements
(last three (3) years).
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Sponsor Federal Income Tax Returns
(last three (3) years).
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Copy of executed
Development Agreement.
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Copy of Development
Manager's Firm Profile.
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Copy of executed Property Management
Agreement.
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Copy of Property Management Firm's
Firm Profile.
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Copy of executed Site Control
Agreement or Title.
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Copy of executed Construction
Contract.
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Copy of Contractor's Audited
Financial Statements.
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Copy of Contractor's Bonding Capacity
Letter.
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Copy of Architectural Services
Agreement.
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Copy of Architectural Firm Profile.
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Copy of Schematic Phase Architectural
Design Documents.
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Copy of Schematic Phase Outline
Construction Specifications.
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Copy of MEP Engineering Services
Agreement.
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Copy of Structural Engineering
Services Agreement.
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Copy of Approved Site
Plan/Development Plat.
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Copy of Zoning Entitlement &
Building Permit.
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Copy of Environmental Consultant's
Contract.
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Copy of Specialty
Consultant(s) Contract(s).
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Copy of Environmental Phase I Report.
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Copy of Soil Compaction/Hydrology
Report.
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Copy of Title Policy (specimen).
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Copy of Market Feasibility Study.
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Copy of Financial Feasibility Study.
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Copy of Business Plan of Operations
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Copy of Capital Funding Plan
Proposal.
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