Services
Fixed-fee financial analysis and documentation for real estate transactions
Financial Modelling
Scope
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Development appraisals (modelling of residual valuations, viability assessments)
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Cash flow projections and waterfall structures
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Sensitivity and scenario analysis
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Modelling of debt capacity and covenant testing
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Returns analysis (IRR, equity multiple, profit on cost)
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Stabilised asset performance modelling and hold period analysis
Format
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Excel models with transparent assumptions, clearly documented logic, and appropriate levels of detail for third-party review. Models are structured to facilitate sensitivity testing and scenario comparison.
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Typical Applications
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Internal decision-making
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Support for development finance applications
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Technical data for transaction documentation and stakeholder reporting
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Modelling for joint venture structuring
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Analytical support for refinancing assessments
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Quantitative analysis of asset acquisitions and disposals
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Feasibility studies and viability testing
Pricing: Fixed fees based on project scope. Quote provided upon review of project parameters.
Timeline: Standard turnaround quoted at engagement. Expedited delivery available.
Presentations Materials
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Scope
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Market and location analysis
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Development/asset overview and planning context
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Technical financial summary and returns metrics
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Analysis of project risks and client-led mitigation strategies
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Modelling of transaction structures and summary of terms
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Management team and track record
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Modelling of exit scenarios and potential value creation
Format
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PowerPoint or PDF format, typically 15-25 pages, prepared to institutional standards with clear visual hierarchy and professional design. Technical content structured to support client-led lender and stakeholder due diligence requirements.
Typical Applications​
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Technical support for lender presentations
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Analytical support for joint venture partner discussions
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Stakeholder presentations
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Technical drafting support for transaction documentation
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Professional briefing materials
Pricing: Fixed fees based on project complexity and presentation scope.
Timeline: Standard turnaround quoted at engagement. Expedited delivery available.
Executive Summaries
Scope
Two-page technical distillation covering project overview, key financial metrics, materials risks, and transaction summary. Data designed to support internal client review.
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Project description and rationale
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Financial highlights and key metrics
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Risk summary and mitigation
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Transaction structure
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Next steps and timing
Format
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Word or PDF format, professionally formatted for inclusion in client-led investment packs or internal use.
Typical Applications
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Board briefings and approval processes
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Supporting transaction documentation
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Supplementary analytical material
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Technical data for lender credit committee submissions
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Stakeholder briefing papers
Pricing: Fixed fee per executive summary.
Timeline: Typically delivered within 5-7 business days of instruction.
Additional Considerations
Confidentiality
All engagements are conducted under appropriate confidentiality arrangements. We are comfortable working under NDA and handling commercially sensitive technical information with discretion.
Revisions
Standard engagements include one round of revisions to incorporate client feedback or updated project assumptions. Additional revision rounds can be accommodated if required.
Expedited Delivery
Accelerated timelines are available for urgent transaction deadlines, subject to current capacity.