
Scope of Services

We take the mantle in underwriting, coordinating teams, and problem-solving around each step of the critical path while applying sound fiduciary, planning, and design principles to realize development plans.
We bring value to our clients because we are a one-stop shop and skilled in making things happen, saving all parties time, capital and resources.

Fees for the following services vary depending upon scope and complexity of project.

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Project Conception
• Project set up
• Feasibilty and highest
and best-use analysis
• Property due diligence
• Market analysis
• Financial underwriting
• Investment strategy -
Pre-Development
• Deal structuring
• Development agreements and
partnership agreement coordination
• Zoning entitlements, planning
and permitting
• Contract negotiation and oversight
of third party reports
• RFP, PILOT, LIHTC, grant, loan and
subsidy applications
• Stakeholder liaison and agency,
lender, legal and third party contact
• Pre construction advisement
• Design, environment and
sustainability input
• Due diligence and loan closing
activities -
Construction
• Risk management
• Regulatory compliance
• Property marketing -
Close out
• Pre-conversion readiness • Interim asset management • Loan closing activities • Loan conversion