We work exclusively with clients invovled in the acquisition, disposition, or brokering of real estate transactions. 

1. Subscribe to the service that best fits your requirements
2. Sign an NDA and engagement letter 
3. Receive access to and populate a shared drive with materials we need to build your investment memo
4. Receive your completed deck within 4-5 days of engagement
5. Revise as necessary

1. Property pro forma
2. Team background & track record
3. Property photos
4. General business plan summary

As a sponsor or broker, you can either:

1. Build your investment memo in-house: this is a time consuming, low priority activity when the core of your business is building and executing on a deal pipeline.
2. Outsource to a design agency that does not understand the intricacies of real estate 

We’re a low friction, effective team of CRE analysts who understand the power of simplicity through design allowing you to focus on the important things in your business.

For single deal projects, it’s just that: a one time project with no recurring charges. 

Our full-time membership level requires a 3 month minimum committment. 

Revision requests are simple and easy. You can submit by directly commenting on pdf, making notes via email, or walking through the deck via Loom video.