Capital provider review
Independent underwriting for a capital provider
Independently underwrote multifamily, storage, senior housing and hotel deals, with written credit memos.
Delivered 2019–2020
For lenders, LPs and family offices
Independent investment review
A sponsor's materials are written to win the raise. A lending or investment decision needs a view that starts somewhere else.
01
Second Look Review
An independent second opinion on one deal.
For a single deal in your pipeline. An independent review of the sponsor's underwriting and structure, delivered as a committee-ready recommendation.
02
Fractional Chief Underwriter
Senior underwriting review without a full-time hire.
For lenders and funds with steady deal flow. Senior review of each deal, and a seat at the committee table, without adding headcount.
03
Workout Triage
A clear read on a troubled loan and the options left.
For a loan that isn't performing. A clear view of what happened and the realistic options from here. We act for the lender, servicer or LP only, never the borrower.
04
Independence
We work on one side of a deal, never both. Sponsor-side and capital-side work are always separate engagements.
Examples
Examples
Multifamily · HUD
340+ unit multifamily, Texas
Built the HUD 221(d)(4) financing model and investor materials for a new-construction apartment community.
Closed 2025
Senior housing
$40mm+ independent living, Gulf Coast
Structured the ground sale-leaseback for a 129-unit community and supported it through construction.
Closed 2021
Examples are anonymized. Details on request.
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