Commercial Real Estate (CRE) Analyst services
We analyze credit data and financial statements of your portfolio to determine the risks involved in owning commercial property. We focus on the following areas to create Proforma Cash Flow Statement and Return and Risk Assessment on your portfolio and/or property:
Proforma Statements areas: purchase, operating, sales, and financing. Here are some of our duties:
- Assembling complex financial models that project the potential financial performance of a real estate asset as well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality
- Researching specific real estate markets and assessing market data and trends affecting demand generators, risk presented by new supply, and comparable properties
- Identifying credit issues and recommending ways to reduce exposure
- Preparing financial reviews as well as writing memorandums focused on adjusted net worth, leverage, liquidity, and other key risk factors, including cash flows and ability to service debt
- Reviewing and assisting in the development of loan documents related to the closing of a transaction
- Participating in property tours and site visits to develop a deeper understanding of the viability of the real estate and the related transaction
- Engaging vendors to facilitate ordering and analyzing third-party reports, including appraisals, property condition reports, environmental reports, and construction costing analyses
We development assessments using Financial Modeling in Excel or Power BI.