Start With One Property

You do not need a complete file to start.

Send what you have. The first step is to identify what is known, what is missing, and whether the file appears ready, pressured, exposed, fixable, or worth deeper review.

Upload whatever is available. A complete file is not required to begin the Complimentary Initial Screen.

    Contact Information

    Name:*

    Email:*

    Phone:*

    Best way to contact you (optional):

    Would you like to request a call? (optional)
    Yes, I would like to request a call.

    Property Information

    Property address:*

    City:*

    State:*

    Assessor Parcel Number / APN (optional):

    Property type:*

    Approximate number of units or square feet (optional):

    Decision and Timing

    What decision are you trying to make?*

    When is the decision expected?*

    What is creating the timing pressure?*

    What outcome are you hoping to achieve? (optional)

    Current Debt Snapshot

    Loan maturity date (optional):

    Current lender (optional):

    Current loan balance (optional):

    Current interest rate (optional):

    Current payment type (optional):

    Current loan / debt structure (optional):

    Is there secondary financing? (optional)

    Property Financial Snapshot

    Current annual NOI, if known (optional):

    Current DSCR, if known (optional):

    Annual property taxes (optional):

    Annual insurance cost (optional):

    Any recent major expense increases? (optional)

    Any major repairs, improvements, or deferred maintenance? (optional)

    Tax / Basis Snapshot

    Original purchase price (optional):

    Approximate land value, if known (optional):

    Has a cost segregation study ever been completed? (optional)

    Have major improvements been made since purchase? (optional)

    Approximate improvement spend (optional):

    Do you have a depreciation schedule? (optional)

    Do you have a CPA or tax advisor involved? (optional)

    CPA / advisor contact information (optional):

    Optional File Upload

    Upload any available documents

    Helpful documents may include rent roll, T12 / P&L, loan statement, insurance statement, property tax bill, appraisal, depreciation schedule, improvement records, loan documents, or other supporting documents.

    You do not need all of these documents to start. Upload whatever is available.

    Final Question

    Briefly describe the property decision, deadline, concern, or question you want reviewed.
    What is the main concern or question you want answered?*

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