Real Estate Portfolio & Transactional Advisory Services

Commercial real estate investors understand the constant shifting and movement of this sector.

It requires careful attention to detail, the ability to identify trends, and a team that can rapidly assess the potential of a property. Not only is there a continuous volume of information to be processed, but complicated regulatory issues must be addressed, and the intricacies of a facility’s day-to-day operation.

As a portfolio of properties expands, risk factors increase, and the ability to address compliance issues becomes more challenging with ever-tightening timeframes. And as a result, it evolves into a situation that calls for solid coordination and the right professional partnerships where trusted and experienced service providers can make all the difference.

With a skilled team of real estate professionals and specialists, BPM can deliver a continuum of services – everything from RE accounting and finance to valuations and fund/asset management and improve a real estate organization’s financial reporting process. In addition, we can rapidly deploy our resources to identify issues and deliver solutions that enhance a real estate organization’s financial reporting process.

The opportunity

Through services specifically designed to assist clients as they enhance the value of their real estate investments, our professionals assist organizations with a variety of critical responsibilities. Our services, which are customizable to meet each organization’s specific circumstances, include — but are not limited to — the following:

Portfolio valuation

  • Fair value analysis/measurement (FASB ASC 820)
  • Distribution/liquidation waterfall structure review
  • Gift & estate tax analyses

Refinance evaluation

  • Loan extension optionality term analysis
  • Defeasance/prepayment analysis
  • Debt metrics reporting/analysis (DSCR, LTV, etc.)
  • Market analysis: brokers/lenders outlook (rate, spread, pricing, term, etc.)

Cost Segregation study

  • Cost allocation studies (acquisition/development + capital/tenant improvement)
  • 5-year capital plan analysis and depreciation outlook
  • Fixed asset advisory services
  • Real Estate credits and incentives advisory

Other Complimentary Services

Discounted Cash Flow (DCF) Model Analysis

  • Critical analysis of pro forma and/or seller prepared DCF models
  • Market leasing assumption comparisons
  • Recovery analysis
  • Scenario and isolation analysis

Financial Analysis

  • Financial trending and risk analysis
  • Seller-prepared budget analysis
  • Historical recovery billing analysis
  • Tenant payment history analysis

Lease Abstraction

  • Economic lease abstraction
  • Operational lease abstraction

Additional & Expanded Strategic Analysis

  • Lease file analysis
  • Option encumbrance analysis
  • Service contract analysis
  • Third-party report analysis
  • Market analysis (lease fair value and rental rate estimates)
  • Supply and demand analysis
  • Site inspections

Closing Services + Post Transaction

  • Proration calculations
  • Estoppel preparation and/ or analysis
  • Purchase price allocation

Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.