With 20+ years of industry experience, we’ve helped CRE investors analyze over $1B in deals across acquisitions, existing assets, and developments. Our portfolio includes hundreds of clients, each benefiting from tailored solutions that enhance overall investment performance. These case studies showcase the real-world impact of our expertise and the value our team brings.
A mid-sized developer focusing on Class A multifamily projects
The client needed to evaluate multiple financing options for a $50M acquisition but lacked the bandwidth to run comprehensive scenarios.
We delivered dynamic financial models that compared various debt and equity structures, highlighting the impact on returns and cash flows.
An LP with stakes in over 20 multifamily properties
Managing property-level financial performance across a large portfolio proved overwhelming, leading to inconsistent data and missed opportunities.
We provided detailed property-level financial analyses, cash flow tracking, and a unified reporting format for all assets.
A private equity firm with $200M in real estate assets
The firm needed to evaluate refinancing options for three properties but lacked a clear framework to assess long-term impacts.
We developed tailored models to size refinancing opportunities, incorporating DSCR, debt yield, and exit cap sensitivity analysis.
A syndicator entering the Southeast market with a $30M Development project
The client needed market research and underwriting to validate the opportunity and attract LPs
We provided detailed market analysis, highlighting key demand drivers, and developed a financial model tailored to the region’s dynamics.
A Real Estate Investment Firm with 6 Multifamily properties in secondary markets spanning 312,000 SF.
The client wanted to refinance six uncrossed loans into a single collateralized loan to simplify their debt structure but faced uncertainty about meeting lender requirements and optimizing loan terms.
We built a streamlined financial model to analyze historical cash flows, forecast performance, and evaluate refinancing scenarios. The model incorporated DSCR and debt yield thresholds, helping the client assess loan sizing options and implications.
Asset Management firm with a focus on acquisitions and development across suburban and urban markets, targeting a mix of stabilized assets and value-add opportunities.
The firm needed to evaluate the feasibility of a five-property acquisition strategy. Their goals included determining optimal capital stack structuring, phasing construction timelines, and modeling refinancing scenarios to meet investor return thresholds.
We built a detailed financial model tailored to multifamily assets, incorporating lease-up schedules, rent growth projections, operating expense breakdowns, and exit cap rate sensitivity analysis. The model also included phased funding strategies with a dynamic cap table to align debt and equity needs over time.
Schedule a FREE consultation with our team to see how i3CRE can transform your deal analysis.
