Services
Develop Financing Package
- Financial modeling on different financing scenarios
- Overall budget for construction and permanent financing
- Cash Flow Analysis
- Operating Budget
- Market Date Research
Manage Due Diligence
- Coordinate construction and lending requirements
- Coordinate third party reports including survey, title search, geotech studies, and appraisal
- Coordinate all details and approvals for loan closing
- Coordinate permitting, filing and recording
- Coordinate environmental review, remediation plans and approvals
Oversee & Coordinate
- Oversee & Coordinate RFPs and Financing Applications
Develop Coordinate Agreements
- Letter of Intent
- Purchasing Agreement
- Partnership Agreement
- Loan Documents
- Leases
- Offering Plan
Coordination of Parties
- Facilitate meetings
- Coordinate with third parties
- Coordinate and oversee presentations
- Coordinate activities with government agencies, lending institutions, and investors
Overall Project Budget and Schedule
- Estimates
- Contract Management
- Project Timeline
- Cost Evaluation
- Budget Control
- Review and Approve Draw Requests
- Oversee parties to ensure all milestones are achieved
Design Management
- Pre-planning and program analysis
- Plan Review / Value Engineering
- Create Tenant / Owner Standards
Lease Coordination
- Assist in lease negotiations and provide / review tenant improvement allowance budget
- Coordinate design, construction and financial matters with landlord
Construction Management
- Oversee construction process and pricing
- Coordinate all project items including furniture, cabling, telecommunications, signage, utilities, security, and landlord responsibilities
Qualify Team Members
- Qualify project participants including general contractor, project vendors, architect and engineers
- Review and recommend service contracts / proposals of parties for competitive pricing and comprehensiveness
Coordination of Parties
- Hold weekly meetings with client to review design, budget and project status
- Coordinate meetings with third parties
Project Close-Out
- Coordinate As-built packages
- Coordinate Budget close-out including lien releases