Build Real Credibility with Equity Investors and Lenders
Take advantage of the lessons from thousands of successful closings to anchor your underwriting in numbers strong enough to withstand scrutiny and support the inevitable back‑and‑forth of equity raises and debt placements.
Align Debt and Equity Sources
- Investor waterfalls
- Property type agnostic
- Industry-leading underwriting capabilities
- Property and portfolio collaboration
- Debt funding
- Equity raises
- Mezzanine Finance
- Preferred Equity Optionality
- Recapitalizaton and Secondaries Modeling
Create Compelling Pitch Decks for Investors and Lenders
- Create powerful investor materials to raise more capital
- Short- and long-form templates for visually appealing content
- Base sections and layouts developed and refined by CRE analysts
- Easy customization based on your investment thesis and needs
- Sponsor overview and track record / benchmark calculations
Take the Model ‘Out for a Spin’
Prospective capital partners gain confidence by using the CRE Suite’s Investor Portal to model various waterfall structures and see the cascading effects on GP and LP returns.
The platform’s reporting tools are flexible. You can use them to provide a high-net-worth investor with a streamlined, one-page dashboard packed with charts and visuals, or to meet the complex reporting requirements of institutional investors (for example, internal data integrations with accounting and GL systems at both the property and fund level).
Create Enhanced Credibility via Third-Party Review
In addition to best-in-class calculation engines capable of handling complex and nuanced modeling needs, the CRE Suite offers access to a team of experienced real estate financial modelers. As the capital-raise kicks off, we are available to flag and discuss potentially questionable assumptions in the model–-for example, in renovation costs per unit or a lifestyle center’s operating expenses.
Scoring a hit with investors requires accurate analysis and a compelling investment thesis backed by reasonable assumptions. By tapping into our analysts’ real estate financial modeling expertise, CRE Suite subscribers are able to deliver investor materials that stand up to rigorous scrutiny.
