Twenty Years. Every Stage.

Executive experience across the decisions that shape real estate investments.

Underwritten and closed$2.5B+
Multifamily units financed20,000+
Selected Experience & ExpertiseSelect a section to expand

Agency & Government-Insured

  • FHA / HUD
  • Fannie Mae
  • Freddie Mac

Balance Sheet

  • General Account
  • Portfolio Lending

Public & Mission-Driven Capital

  • State & Local Housing Funds
  • Grant Capital
  • Soft Debt

Rental Subsidy

  • Project-Based Section 8
  • Project-Based Vouchers

Tax Credit Execution

  • 4% LIHTC
  • 9% LIHTC

Preservation & Structuring

  • Mark-to-Market
  • Affordable Housing Preservation

Specialized Housing

  • Age-Restricted Housing
  • Housing for People with Disabilities

Transaction Structure

  • Conventional
  • Affordable

Origination & Execution

  • Acquisition
  • Refinance
  • Construction
  • Pre-Stabilization

Portfolio & Servicing

  • Assumption
  • Workout
  • Repositioning
  • Permanent Loan Conversion

Scope, Budget & Preconstruction

  • Scope Review
  • Budget Underwriting
  • Contingency Analysis
  • Preconstruction Readiness

Construction Monitoring

  • Inspection Review
  • Schedule Monitoring
  • Payment Applications
  • Plans and Specifications Compliance

Funds, Contingency & Cost-to-Complete

  • Draw Funding
  • Change Orders
  • Cost-to-Complete Analysis
  • Retainage and Contingency Administration

Rehabilitation & Occupancy

  • In-Place Rehabilitation
  • Unit Sequencing
  • Relocation Planning
  • Operational Continuity

Completion & Conversion

  • Punch-List Completion
  • Certificates of Occupancy
  • Final Inspections
  • Cost Certification
  • Permanent Loan Conversion

Valuation & Market

  • Appraisals
  • Market Studies
  • Rent Analysis
  • Absorption Analysis

Physical & Construction

  • PCA / PNA / CNA
  • Architectural, Engineering and Cost Review

Environmental & Compliance

  • Phase I ESA
  • Phase II Investigation and Remediation
  • ACM
  • Lead-Based Paint
  • Radon
  • Accessibility
  • Green Certification and Compliance

Applied Intelligence Systems