Debt Underwriting including CMBS, Agency/GSE, Bridge, Mezzanine, Construction, LIHTC, Warehouse, and Syndication Loan Underwriting.

Agreed Upon Procedures (AUP) -detailed CPA financial testing and account reconciliations across all asset classes.

Debt/Equity Loan/Asset Initial Transaction Sizing

Commercial & industrial (C&I) secured and unsecured credit underwriting, credit reviews, risk ratings, and expected loss given default

Rent Roll/Lease Auditing

Detailed CAM/RET Recovery Calculators

Reconciliations for bank statements, utility bills, RET bills and more.)

Third Party Reviews (ESA/PCA/Appraisal)

Credit Committee Presentations (i.e. Lender Credit Memos Asset Summary Reports, Equity Investment Reports, Draft OMs, etc..)

Assumption Underwriting (i.e. Loan Purchase, Equity UW, etc..)

Transaction and Data Room Management (i.e. Administrative Support, Due Diligence Inventory Tracking, etc.)

Equity Cash Flow Modeling (ARGUS, Excel) Development, inclusive of waterfall and return analysis

Transaction/Pricing Analysis

In Depth Market Analysis (including but not limited to the collection of asset based market performance data, market participant intel, assessment of comparable properties for competitive benchmarking, etc.)

Site Inspections and On-site Lease Auditing

VBA programming, Statistical Analysis, and Database Management