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Realize faster turnaround for CRE underwriting by benefitting from our deep domain insights & market intelligence, top-tier service & deliverable quality, and efficient processes. Our comprehensive services encompass due diligence support relating to underwriting from sizing through valuation and underwriting, enabling clients to close deals efficiently in a competitive environment. Our knowledge-based team abreast with market trends, and adept in use of market and client provided property valuation software and models ensures delivery of high-calibre deals enabling underwriters to focus on value-add activities. Leveraging our scalable team provides an edge to clients to manage volume spikes during sizing phase ensuring quicker turnaround increasing client’s feasibility to close. A legal team with in-depth understanding of subtle nuances associated with leases aids in ensuring accuracy in abstracting and comparison of various terms from leases to rent roll is maintained during the underwriting process.
Perform detailed analysis of the operating statement and rent roll for various capital sources and all commercial property types for all lending institutions to conclude the most appropriate loan amount to be provided.
Efficient screening of all commercial properties based on broker OM’s and/or flyers received to short-list potential deals to strengthen the portfolio investment by clients.
Detailed qualitative and quantitative analysis to enable the conclusion of underwritten value taking aid of lease abstract, rent roll, operating statement analysis, and use of market software to conclude property value. Proficient in extracting, reporting, and analyzing data to aid the value conclusions from various market sources and lucid understanding of borrower financials and related documents.
Leverage our knowledge-driven team, with excellent communication and presentation skills, that is proficient in preparing detailed and/or short-form asset summary reports summarizing the salient facts relating to the property and the loan.
Valuation models for all property types, including retail, regional malls, etc. Ability to model simple to complex recovery structures, including CAM pools. Ability to run value properties individually and as a portfolio report. Support investors and lenders in understanding the impact of changes to cap rate and discount rate by creating sensitivity analysis. The equity side of support includes the creation of waterfall modeling and an understanding of the available cash flow for further distribution to the various investors.
Abstracting economic and non-economic terms from the lease agreement and presenting the complex legal jargon in simple language for the use of originators, underwriters, investment bankers, and equity investors.
Detailed comparison of economic terms from lease abstract, rent roll, and estoppel is completed, and the disconnect is highlighted and reported for confirmation of the accuracy of information to be used in deals.
Detailed review of the lease agreement ensuring all critical clauses, including use, recovery structure, payment responsibilities, rent and recovery details, termination options, and maintenance responsibilities are well defined, and inconsistencies are highlighted for corrective action before final signature.tion.
Provide support in creating the content, including textual and visual representations for various sections, including property information, property description, loan analysis section, tenancy overview, historical statements, and proforma analysis, and management & sponsor charts in an offering memorandum.
Expertise in working on the various sections relating to loan summary, including request & type, property details & summary, detailed analysis, and presentation of tables.
Helps in preparing and creating closing packages. All the documents collected at closing are accurate and in conformance with the loan to be originated.
Complete due diligence based on rent roll, historical information received with income and expense conclusions based on analysis of historical statements, and most recent trailing-12 numbers.
Proficiency in researching, reporting, and analyzing information from the various market and analytical resources, including CoStar, REIS, CBRE, and NIC. Ability to comprehend, analyze and report conclusions based on open market resources.
Works on various sections in AUP, including utility bill, GL testing, Payroll analysis, bank statement, management fee, CAPEX, aged receivables, service contracts, insurance, property tax, rent roll, and detailed analysis of the monthly operating statement, reconciliation of information sourced to the actual reported information based off the operating statement, CAM, and lease abstraction.
Sanjay brings over 25 years of rich experience and domain competency in Commercial Real Estate Finance, Mortgage Servicing, Asset Management and Financial Services. In his role as a CRE business leader, he is responsible for leading business development, digital transformation, and growth strategies. He is also closely associated with the management and development of quality and information security management systems and RPA (Robotics Process Automation) at the organizational level.
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