Buy-side support, screen to handoff

Your buy box encoded once, then every listing or lead scored against it and tracked in one pipeline.

You get: Buy box, Pipeline tracker, Screen record

Owner, title and liens from public records, court status, entity, zoning, quick comps and a back-of-envelope value, with a pass, hold or kill call.

You get: Desktop review, acquisition, Desktop review, ground-up, Worked example

Hold or value-add model with taxes reset on the price, sensitivity and a max price solved against your hurdle.

You get: Acquisition model with Max bid tab, Underwriting summary, Worked example

Residual land value under each program that fits, with the max price set by the program that wins.

You get: Program models, Underwriting summary

Unit-by-unit pricing, carry and assessments, sellout pace and bulk discount, with the association's budget, reserves and inspections read.

You get: Acquisition model, Condo associations one-pager

Each house priced on its own condition, rent and value, then rolled up with portfolio costs and a portfolio bid.

You get: Acquisition model

Seller T-12 and rent roll rebuilt into a clean, comparable format, tied out, with one-time items and loss to lease called out.

You get: Normalizer workbook

Like-for-like rent comps by unit type, with concessions and amenities adjusted, for the in-place and renovated rent case.

You get: Rent survey template, Worked example

Price versus max, deposit, diligence period, closing date and contingencies set out as a strategy, with an LOI drafted for the client to send.

You get: LOI template, Worked example, Decision memo

Investment committee memo drawn from the same numbers as the model: the deal, the plan, price versus max, top risks and what diligence must prove.

You get: IC memo template, Worked example

Request list by asset type, a tracker with owner, due date, status and finding for each item, and a weekly open items list.

You get: Request list, Tracker, Checklist by deal type, Worked example

A data room built to a standard index so every report, lease and contract has one place and one name.

You get: Data room index

Every party in title searched with name variants, every hit pulled and cleared or priced, and every line logged.

You get: Search worksheet

Findings that move cost or value fed back into the model, with a reprice, proceed or walk recommendation.

You get: DD summary memo, Worked example

Price, deposits, hard dates, contingencies, reps, remedies and closing conditions pulled into one abstract with page cites and every date on the calendar.

You get: PSA abstract

Closing checklist run to the closing date: title, survey, payoffs, estoppels, funds and documents, each with an owner.

You get: Closing checklist, Close and package outline

Renovation scope and cost, renovated rent premiums, occupancy path, operating costs with insurance and taxes called out, hold period and exit.

You get: Business plan tabs, Business plan summary

Package for the asset manager or property manager: data room, open items, first-year budget, renovation schedule and the reporting template.

You get: Data room index, Handoff memo and open items list

A negotiated purchase before the sale date, priced around the judgment, the liens that survive and the lender's likely position.

You get: Desktop review, acquisition, Search worksheet, Decision memo

Bid ceiling built up from value as is, less surviving liens, code cures, rehab reserve, holding and exit costs and margin, with the likely credit bid estimated and pre-sale diligence done.

You get: Bid sheet, Sale log, Model with Max bid tab

Note priced as a share of unpaid balance and compared with buying the deed, adjusted for time to title, legal, receiver, NOI collected and doc stamps; collateral file reviewed.

You get: Note vs deed tab, Collateral file checklist

Offer package to bank and special servicer standards: proof of funds, deposit, few contingencies, the bank addendum read and a repair cushion carried.

You get: LOI template, Decision memo