Transaction Strategy, Due Diligence and Management

Real Estate & Infrastructure

March 10, 2014

Acquiring real estate assets in today’s challenging environment requires in-depth understanding of values, real estate fundamentals and structuring alternatives. Our real estate professionals collaborate to provide expert transaction strategy, due diligence and planning services to leading public and private real estate companies including owners/developers, REITs, financial institutions, private equity funds, insurance companies, governments, and origination and securitization groups.

Today’s market is presenting investors with a new set of opportunities and challenges. Detailed due diligence and recommendations provide the assurances and confidence investors need to evaluate and execute transactions. Our success working with investors to acquire real estate assets that meet their investment criteria is based on a strong understanding of market fundamentals and detailed cash flow analyses, capital markets, business planning, and the specific knowledge needed to create and secure value.

The Services

Strategy
  • Transaction structuring strategies and capital markets
  • Offering memoranda and investment books
  • Financial modeling:
    • Asset- and portfolio-level cash flow and DCF (Excel, DYNA, Argus)
    • JV and promote modeling for IRR and return analyses
    • Public-to-public, private-to-public and public-to-private pro forma modeling
    • Development deal pro formas
    • Sensitivity analyses

Due Diligence

  • Corporate-level M&A due diligence
  • Property and entity-level due diligence
  • Working capital
  • Site inspections/Tenant interviews
  • Market assessments and valuations
  • Expense recovery analyses (operating expenses, real estate taxes,
  • CPI escalations, porters wage, HVAC)

Management

  • Negotiation of strategic real estate concepts and transaction and operating agreements
  • Closing statement preparation and/or review

More Info

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