When multiple skills connect — screen the deal, then underwrite it, then draft the IC memo — complex processes become something your team can run, review, and improve as a system.
- acquisition underwriting engine deal economics→
- loan sizing engine senior debt v→
- mezz pref structurer subordinate capital v→
- jv waterfall architect equity structure v capital stack optimizer synthesize all layers v refi decision analyzer at maturity or opportunistically
- sourcing outreach system→
- deal quick screen→
- KILL or KEEP v KEEP om reverse pricing→
- rent roll analyzer→
- tenant credit analyzer v v v submarket truth serum acquisition underwriting engine→
- sensitivity stress test v v comp snapshot market cycle positioner→
- ic memo generator v loi offer builder→
- psa redline strategy→
- dd command center v v v FINANCING TRACK transfer document preparer title commitment reviewer loan sizing engine→
- term sheet builder→
- loan document reviewer v closing checklist tracker→
- funds flow calculator
- land residual hbu analyzer entitlement feasibility parallel v dev proforma engine→
- construction budget gc analyzer v loan sizing engine construction→
- capital stack optimizer→
- ic memo generator v CONSTRUCTION→
- lease up war room→
- STABILIZATION v refi decision analyzer perm takeout or disposition strategy engine sell
- Disposition prep kit builds marketing materials and data room→
- Select and engage listing broker→
- Marketing period (typically 30-60 days for marketed deal, or negotiate directly if off-market)→
- Best-and-final offers, select buyer→
- PSA negotiation and execution→
- Buyer due diligence period→
- If 1031 elected: engage QI, structure exchange before closing→
- Close sale, distribute proceeds→
- If 1031: 45-day identification, 180-day acquisition of replacement→
- Refi analyzer evaluates current debt vs. available terms→
- If refi attractive: execute refi via loan-sizing-engine (capital-stack-assembly chain)→
- If refi not attractive: hold current debt, continue hold-period-management chain
- fund formation toolkit→
- lp pitch deck builder→
- capital raise machine v portfolio allocator deployment strategy v DEPLOY via Deal Pipeline v quarterly investor update performance attribution→
- debt portfolio monitor→
- carbon audit compliance climate risk assessment ESG overlay
- annual budget engine→
- property performance dashboard monthly→
- capex prioritizer capital needs→
- lease compliance auditor quarterly annual→
- tenant delinquency workout tenant issues→
- tenant retention engine approaching expirations v rent optimization planner→
- lease up war room if vacancy v noi sprint plan when NOI improvement needed