Our Process
Why Real Estate Financial Modeling Matters
Real estate financial modeling is the backbone of sound investment strategies. It enables stakeholders to evaluate the feasibility and profitability of ventures by analyzing crucial financial factors such as cash flows, expenses, and potential returns. Through meticulous modeling, we provide our clients with a roadmap to navigate the complexities of the real estate market, mitigating risks and maximizing opportunities.
Easy 5 Step Process

Discovery
Tell us about you project, the help you need, and the timeline you’re on. We’ll match you with one of our offerings and schedule a call to learn more about how we can be helpful.

Establish Scope
After we have learned more about your needs, we’ll provide a scope of work summarizing the project timeline and cost to ensure both parties are aligned.

Initial Drafting
Once the scope is agreed upon, we start drafting your financial model, analysis, and presentation materials right away. During the process, we’ll be in contact with any questions.

Draft Delivery
When the draft is complete, we’ll email you our work and find a time to review everything in person. This is your time to ask questions, tell us how you would like the project adjusted, and ensure our product aligns with your vision.

Revisions & Final Delivery
We’ll provide a set of agreed upon revisions and deliver you your final product.