Income that holds up.
Examine the sources of income, lease terms, vacancy assumptions, and the difference between current operations and a projected scenario.
COMMERCIAL INVESTORS
An opportunity
is only as strong
as its assumptions.
I help you bring structure to commercial real estate decisions—from defining an acquisition thesis to evaluating a property you already have in mind.
Free consultationSTART WITH THE THESIS
What should this
investment do for you?
A compelling listing is a starting point. A clear investment thesis gives you a way to evaluate it.
We begin with your objectives, target markets, property types, available capital, and tolerance for operational complexity. Then we ask whether a prospective acquisition fits those criteria.
Across multifamily, retail, office, industrial, and mixed-use property, the specifics change. The need to understand the underlying assumptions does not.
THE EVALUATION CONVERSATION
Look beneath
the headline numbers.
Costs that reflect reality.
Discuss operating expenses, maintenance, capital needs, and the information still needed to understand the property.
A capital plan that fits.
Consider financing terms, cash requirements, and sensitivity to changes in rates, income, or expenses.
A reasoned next step.
Identify diligence priorities, negotiation questions, and the conditions that would change your view of the opportunity. Five questions for commercial real estate due diligence.
Already looking
at a property?
Bring the listing or offering materials, the asking price, and the questions you are trying to answer. We can start there.
Discuss an opportunityA FEW GOOD QUESTIONS
Before we begin.
Can we begin before I find a property?
Yes. We can start with your goals and build acquisition criteria before reviewing specific opportunities.
What should I prepare?
Your target locations and property types, approximate timeline, and a sense of your capital and financing plans. Share any available property information when relevant.
Are projected returns guaranteed?
No. Projections depend on assumptions and changing conditions. We should identify those assumptions and verify supporting information during diligence.
More investment questions? Read practical answers on financing, cash requirements, rental income and Florida property checks.
YOUR NEXT CHAPTER