Investor Representation

• Establish desired product type, criteria for acquisition (minimum/maximum price, debt requirements), determine timeframe for property identification, and outline ideal escrow period.
• Provide details for any currently available, upcoming and/or off-market investment opportunities.
• Perform detailed underwriting of current income in comparison to market rents.
• Identify any potential upside/downside risk associated with the property and/or tenancy.
• Create a specific business plan for the asset under new ownership to achieve the highest yield
  with least amount of capital.
• Research and understand any seller motivation to negotiate the best possible sale price and terms.
• Review purchase agreement to make certain contract is inclusive of all business terms (a purchase agreement is a legal document and we recommend clients retain an attorney for review).
• Coordinate due diligence investigation which may include Building, Phase I environmental, roof and mechanical inspections and ALTA surveying.
• Assist appraiser with access to property and supply details for recent comparable sales and leases as may be required.
• Review title report to investigate for any recorded exceptions such as mechanic liens, lawsuits, easements and/or any other adverse matters (we recommend clients retain an attorney for review to ensure clear title).
• Assist in successful sale closing to include review of settlement statement and coordination with lender and escrow agent.