How we evaluate

The decision before
the transaction.

The strongest opportunity is one whose assumptions survive scrutiny. These examples show analytical methods only; they are not descriptions of completed deals or current assignments.

01 / ANALYTICAL PLAYBOOKS

Three ways a thesis gets tested.

HOSPITALITY / ILLUSTRATIVE FRAMEWORK

Operating hotel or repositioning?

Reconcile monthly rooms revenue to net operating performance. Price brand obligations, labor, physical work, and the time to stabilize. Compare the going concern with a repositioning case only after the incremental cost and entitlement path are understood.

Explore hospitality ↗

MULTIFAMILY / ILLUSTRATIVE FRAMEWORK

Seller NOI or lender NOI?

Bridge rent roll to collections, adjust taxes and insurance for a change of ownership, and reserve for work that cannot be deferred. Test debt service at the actual proposed terms and run a downside case for occupancy and expenses.

Explore multifamily ↗

LAND / ILLUSTRATIVE FRAMEWORK

Parcel value or assemblage value?

Verify title, access, parcel control, utilities, and the approval process. Model each parcel on its own and then test an assembled site after acquisition costs, carrying time, infrastructure, and entitlement risk.

Explore land ↗

02 / THE PROCESS

A practical sequence.

Frame the mandateObjective, authority, property facts, and decision timing.
Screen the assetPricing, income, legal control, physical condition, and market evidence.
Model alternativesBase, downside, and upside cases tied to real costs and approvals.
Define the next decisionDiligence requests, counterparty fit, and conditions for moving forward.

Start a conversation

Put the facts on the table.

Share the asset or investment thesis and the questions that need answering. We can begin with a high-level outline.

Discuss an opportunity