If you want a second look at an offering memorandum or a preliminary view of an owned property, send the available documents and describe the decision you are considering. Scope, timing, and any fee are confirmed before the review begins.
What is in the writeup
- Cap rate and operating-income calculations based on the documents and assumptions provided.
- Financing-sensitive cash flow scenarios when loan assumptions are available.
- Relevant sales and rental context that can be supported from available sources.
- Missing or unusually optimistic line items that warrant follow-up.
- Questions to take to the appropriate lender, inspector, manager, attorney, or tax advisor.
A broker opinion or deal review is not an appraisal, inspection, engineering report, loan decision, or tax opinion.