- Valuation of fractional real estate interests: TIC, GP, LP, LLC and REIT
- Estate and gift tax reporting, ERISA compliance, and new investment evaluation
- Fairness opinions in connection with mergers, tender offers, and entity-level restructurings
- Expert witness consultation and testimony for dispute resolution
- Evaluation of consent solicitations
- Sponsor assessment and financial underwriting for JV equity transactions
- Third party assessment of investment programs to facilitate evaluation by broker dealer and RIA firms
- Development of customized financial modeling to understand transaction risk and return profiles
- Real estate market analysis to support acquisition underwriting
- Opportunistic deal sourcing for equity capital providers
- Equity placement for real estate operators and funds, including emerging investment sponsors
- Entity restructuring and loan workout analysis to facilitate partnership recapitalizations
- Roll-up analysis for exchange transactions
- Fund product development and capitalization advisory for investment managers
