Clarity first. Execution only when it makes sense.
Start by understanding whether there is a refinancing or capital problem. Then decide how much analysis and execution support you need.
Step 1 · Free
Identify & Size
Loan Readiness Assessment
Check whether a refinance gap exists. Review and clean up NOI by removing non-recurring items and capex, adding omitted expenses such as management fees, then estimate the gap. The intake starts with property and loan details, a current income statement / T-12, current rent roll, and existing loan agreement.
Capital-source outreach and execution support include preparation of the loan package.
Success fee only upon a successful closing—typically 1% for debt and 2%–3% for equity, depending on the solution, debt amount, equity need, and transaction complexity.
The $395 Refinance Strategy Review is credited in full toward a later Debt & Equity Sourcing success fee.