FINANCIAL SERVICES
San Andrés Real Estate Group delivers truly independent and bespoke property finance solutions, providing proactive service while dealing with all aspects of its clients’ circumstances. Our Financial Services include:
Acquisition Underwriting
Financing Strategy
Joint-Venture Partnership Analysis
We will assist you:
Strategize and evaluate project's optimal capital structure within the context of both the client's strategy and risk threshold.
Coordinate with client and lender contacts to obtain financing options, current debt and equity pricing, and optimal deal terms for development.
Create financial models to evaluate capitalization structure(s) and cost of capital pertinent to a development or investment, including project and portfolio level analysis.
Analyze financing options based on construction loan origination fees, construction loan interest, permanent loan fees, and lender requirements.
Coordinate and prepare all financing applications, supporting materials, coordinating with lenders, equity partners, public partners and agencies.
Coordinate and oversee with all aspects of due diligence and transaction closing for financing and equity closings, including, but not limited to: managing due diligence deliverables for lender and equity partner(s) per closing checklist(s), legal review of all term sheets and closing documents, and back up review of closing/settlement statement.
Prepare project lender packages and project for submittal (e.g., project costing for fees, specialist/historic fees, easements/utility back charges, appraisal, environmental study, traffic study, commissioning, furniture fixtures equipment, relocation, and other costs)
Prepare financial analysis and underwriting to evaluate development or investments, including project and portfolio level performance and structured finance.
Perform and coordinate financial due diligence (including rental rates, market data, operating expenses, and sale comparables), and physical due diligence (including contract review, project budgets, and consultants input).
Underwrite, budget and pro forma preparation for project financial, cost and budgetary analysis, including the preparation of cash flow analysis, and monthly project schedules.
Coordinate with client’s Development, Construction and Property Management teams to estimate and evaluate both development and operating budgets.
Identify economic and general project issues with potential economic impact.
Evaluate exit strategies with operating costs/revenue and income streams.
We can discuss how best to help you achieve your financial goals.