We don’t just run the numbers - we start by understanding your vision.

Before diving into the details, we work closely with you to clarify what success looks like. Our customized approach ensures we can highlight key risks while aligning with your financial goals and long-term plans.​​

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• We provide a goal-aligned budget, helping ensure your investment supports your broader financial vision

• Various scenarios can be tailored to provide you comparative options, depending on your goals

Our work is powered by custom financial models tailored to your specific situation, and can incorporate a number of scenarios to help you make more informed decisions.

Reports can focus on key decision points and include detailed outputs such as:

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• Interactive dashboards to explore potential outcomes and risks

• Sensitivities and key driver toggles

• IRRs, DSCRs, equity multiples and other custom key metrics

We help you build a complete financial picture - not just piecemeal quotes from contractors or venders. Data is incorporated into a unified, dynamic model that’s kept up to date through due diligence and beyond so you know how to prepare for expected cash flows.

We customize our models for your specific project inputs, such as:

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• Purchase prices, construction or renovation quotes

• Interior and exterior design costs

• Financing and tax considerations

• Any other customized inputs for your specific circumstances

We provide clear, objective reports that evaluate whether an investment aligns with your financial goals.

Our analysis highlights detailed cash flow expectations, key risks, identifies critical value drivers, and outlines practical levers to help you decide what is important as you have to make a major financial decision.

We support decisions at every stage of the investment lifecycle:

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• Pre-investment analysis

• Active management oversight

• Post-investment optimization