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Financial Modeling

"It's like I outsourced my CFO."
  - Developer of condominiums on the West Coast

A financial model is the heart of any successful investment or development project. As deals have reached increasing levels of complexity, they require a level of analysis that is more precise and accurate than the "back of the envelope" approach of yesteryear.

Many of our clients turn to us for their modeling needs. We work closely with them throughout the acquisition and development process to ensure a project's success. Unlike a software vendor, we are platform neutral and tailor the solution to the client instead of the other way around. The models that we deliver to our clients are not "canned"; they are unlocked, reusable, and may be modified by the client at their discretion.

We have worked on a wide range of projects that vary in both size and complexity from a single acquisition to complex mixed-use multi-phase developments.

Regardless of deal size, our key objective is always to build highly functional and automated models that may be controlled from a clearly defined set of input assumptions.

We can also review, audit, and analyze a client’s existing financial models for inaccuracies and inefficiencies.  We can then optimize the client's model to make it run faster, implement new functionality, and make it a more powerful analytical tool.

Previous Assignments Include:

  • A $250 million acquisition of 25 retail and apartment buildings in New York City with a large percentage of rent regulated units
  • An eight building mixed-use multi-phase development project in Bethesda, Maryland
  • A 5.5 million SF mixed-use development in Mexico that will include a 75 story tower

Click here to see samples of our work.