Skip to content
Services for investors and small teams

Choose the support you need, keep control of the deal

Every service includes clear assumptions, a short memo, and a practical action list. We focus on residential and small mixed-use properties, where the quality of your underwriting and capex planning often matters more than the headline yield. If something looks off, we say it plainly and suggest what to verify next.

Handwriting notes on financial planning beside a laptop

🚀 What’s included in every engagement

  • Assumptions you can edit: rents, expenses, capex, financing
  • Scenarios and stress tests (vacancy, rates, exit value)
  • Decision memo with risks, mitigations, and next steps
Deal Check

Fast underwriting for a specific listing

We review the basics: rent range, expenses, financing assumptions, and capex flags. You get a clear go/no-go view and a list of questions to confirm before offering.

  • Rent and comp sanity check
  • Vacancy and maintenance baselines
  • Offer range discussion
Request Deal Check
Capex Plan

Renovation and capex planning

A structured plan that links scope, timing, and budget. We help you think in phases, add contingencies, and model how delays affect cash-flow.

  • Scope breakdown and contingencies
  • Timeline with buffer assumptions
  • Post-renovation rent range check
Plan My Capex
Refinance

Refinance and rate-change review

We compare refinance options in a way that is easy to communicate. The focus is on total cost, monthly resilience, and realistic exit flexibility.

  • Cost and fee comparison
  • Rate sensitivity scenarios
  • Cash-flow and DSCR view
Review My Refinance
Portfolio

Portfolio tune-up

A review of multiple units to identify quick wins and risks: insurance and utilities, maintenance cadence, rent alignment, and capex reserves.

  • Operating expense review
  • Reserve and capex roadmap
  • Risk notes for renewals and voids
Tune Up My Portfolio
Template

Underwriting template setup

If you want a repeatable process, we help you configure a lightweight underwriting template and checklist that matches your strategy.

  • Inputs that reflect your market
  • Standard stress tests
  • Decision memo format
Build My Process

Not sure which service fits?

Share the address or listing link, your target strategy (cash-flow, value-add, or long-term hold), and your expected financing. We will suggest the most efficient engagement and explain what information to gather first.

Expectation setting

We provide analysis and planning support. Final decisions and professional advice remain with you and your licensed specialists.

Cookie preferences

We use essential cookies to keep the site working and optional analytics cookies to improve pages. You can accept or reject optional cookies at any time.