Transactional Strategy & Due Diligence | Real Estate
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Transactional Strategy & Due Diligence

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Global public and private real estate companies, including owners/developers, REITs, financial institutions, private equity funds, insurance companies, family offices, governments, as well as origination and securitization lenders, seek out FTI Consulting’s Real Estate Solutions professionals to provide their unmatched expertise in:

Transactional Strategy

  • Transaction structuring and development of a capital markets strategy
  • Offering memoranda and investment books
  • Historical and prospective cash flows
  • Strategic observations and operational consulting

Due Diligence

  • Corporate-level merger and acquisition due diligence
  • Property and entity-level due diligence
  • Working capital reviews
  • Site inspections/tenant interviews
  • Market assessments
  • Property, portfolio and enterprise valuations
  • Expense recovery analyses (e.g. operating expenses, real estate taxes, capital improvements, CPI escalations, porters’ wages, HVAC, etc.)
  • Real estate tax assessment review

Financial Analysis for Portfolios and Single Assets

  • Financial statements, operating statements and rent rolls
  • Financial modeling, including:
    • Asset- and portfolio-level cash flow and DCF (Excel and Argus Enterprise);
    • JV and promote modeling for IRR and return analyses and track records;
    • Public-to-public, private-to-public and public-to-private pro forma modeling;
    • Development deal pro formas (highest and best use analyses); and
    • Sensitivity analyses (pre- and post-tax)
  • Contracts, agreements, site inspections and closing statements
  • Loans, mortgages and servicing histories
  • REIT compliance
  • Tax attributes, including opportunity zones

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