Cleveland’s Real Estate Connection

Phase 1: Investment Real Estate Identification

Before investing in real estate, it’s critical to map out your objectives, strategies and comfort level with different alternatives:

> Confirm investment objectives
> Assess passive and active investment strategies
> Identify and explore investment alternatives
> Negotiate and structure transactions

Phase 2: Investment Analysis

In phase two, we analyze the investment and financing possibilities to determine the best options for your needs.

> Conduct financial modeling, underwriting, and feasibility analysis
> Evaluate scenarios with varied risk management
> Identify and procure appropriate financing
> Analyze sale/lease-back opportunities

Phase 3: Due Diligence Coordination

The objective of phase three is thorough due diligence and finalization of the investment portfolio.

> Review leases and extract pertinent economic information
> Identify benefits and risks of leases which could impact the investment, including renewal options, expansion rights and termination options, etc.
> Engage and manage third party vendors to secure pre-acquisition reports (survey, title, environmental, zoning)
> Conduct market analysis and supply & demand studies

Phase 4: Asset/Investment Management

After your assets have been procured—

> Provide daily asset management of investment properties
> Manage lease rolls
> Provide tenant interface for ownership
> Conduct financial accounting & reporting
> Prepare annual budgets
> Facilitate long term investment planning and decision making