Take a deal to IC with the title and permit risks already in the memo

For Acquisition & investment teams · also Lenders & debt funds, Family offices & private investors

Due diligence on [address]: title, permits, liens and encumbrances. Then underwrite this for our investment committee: [address] at [asking price] from the attached T-12 and rent roll, carrying what that due diligence found into the risks. What is the return and is the entry price right?

You give

The address; the T-12; the rent roll; the asking price

You get

Title, permit, lien and encumbrance findings, in the assistant

Then

Underwriting — ask for it in the same conversation once step 1 is done