Take a direct deal to the family investment committee with evidence
For Family offices & private investors · also Acquisition & investment teams
CompsValue OpinionUnderwriting
Find comps for [address] ([asset type], [size]): comparable sales nearby with adjustments and the resulting range. Then give me an opinion of value for it using those comps. Then underwrite this: [address] at [asking price] from the attached T-12 and rent roll, checked against that value. What is the return and is the entry price right?
- You give
- The address; the asking price; the T-12; the rent roll
- You get
- Comparable sales with adjustments and the resulting range, in the assistant
- Then
- Value Opinion, then Underwriting — ask for it in the same conversation once step 1 is done
Investment committeeUse this workflow