Advisory Services

Project Underwriting for Developers/Sponsors:

Comprehensive Financial Analysis: Conducting in-depth financial analysis of the project, including cash flow projections, return on investment (ROI), net present value (NPV), and internal rate of return (IRR) calculations.

Market Feasibility Studies: Assessing the market dynamics, demand-supply dynamics, competitive landscape, and demographic trends to determine the feasibility and viability of the project.

Risk Assessment: Identifying and evaluating potential risks associated with the project, such as market risk, financial risk, regulatory risk, and construction risk, and providing mitigation strategies.

Sensitivity Analysis: Performing sensitivity analysis to evaluate the impact of various factors, such as changes in rent, occupancy rates, construction costs, and interest rates, on the project's financial performance.

Investor Reporting:

Customized Reporting Packages: Developing tailored reporting packages for investors, providing detailed insights into the financial performance and operational metrics of their commercial real estate investments.

Performance Analysis: Analyzing key performance indicators (KPIs), including property-level financial metrics, occupancy rates, lease expirations, and tenant profiles, to track the performance of the investment portfolio.

Benchmarking: Comparing the performance of the investment portfolio against relevant benchmarks, industry standards, and peer groups to identify areas of outperformance or underperformance.

Investor Communication: Facilitating regular communication with investors, providing updates on market trends, investment strategies, asset allocation, and performance metrics to ensure transparency and accountability.

Investment Memorandums:

Market Research and Analysis: Conducting thorough market research and analysis to provide insights into market dynamics, trends, and investment opportunities within the commercial real estate sector.

Investment Thesis Development: Crafting a compelling investment thesis that outlines the rationale, objectives, and strategies for the proposed real estate investment, including target markets, asset classes, and investment criteria.

Financial Modeling: Developing detailed financial models, including pro forma financial statements, cash flow projections, sensitivity analysis, and investment returns analysis, to support the investment thesis.

Risk Assessment and Mitigation: Identifying and assessing potential risks associated with the investment opportunity, and proposing risk mitigation strategies to protect investors' capital and maximize returns.

 

Investment Underwriting for Family Offices and HNW investors:

Deal Structuring: Structuring both debt and equity investments tailored to the risk-return profile, investment objectives, and liquidity requirements of family office investors, considering factors such as loan-to-value (LTV) ratios, debt service coverage ratios (DSCR), and equity ownership stakes.

Financial Analysis: Conducting thorough financial analysis, including cash flow modeling, valuation analysis, and investment return calculations, to assess the potential returns and risks associated with the investment.

Credit Analysis: For debt investments, performing rigorous credit analysis of potential borrowers, evaluating their financial strength, creditworthiness, debt repayment capacity, and collateral quality to assess credit risk.

Due Diligence: Performing comprehensive due diligence on the underlying real estate assets, including property inspections, title searches, environmental assessments, and legal and regulatory compliance reviews, to identify potential risks and opportunities.

Investment Documentation: Drafting and negotiating investment documentation, including loan agreements, promissory notes, security agreements, partnership agreements, operating agreements, and equity subscription agreements, to formalize the terms and conditions of the investment and protect the interests of family office investors.

Lending Products & Services

DTP’s loan advisory services program is a comprehensive service provided to companies seeking debt financing. The advisory program includes deliverables including loan structuring consultation, loan package preparation including professionally prepared transaction presentation summaries and debt placement and negotiation services. DTP Capital partners with capital sources nation-wide and keenly understands their investment criteria & underwriting guidelines. These cultivated relationships provide DTP Capital Partners with a definitive advantage for initial funding consideration for its’ clients based upon the trust built with the capital sources that the deals that are sent their way for consideration have been vetted by DTP and are presented only when the client is prepared for capitalization.
Image

If you’re ready to start working on your funding and/or advisory needs, click on the Get Started Link and answer a few questions about your company. One of our team members will reach out to you to begin our DTP (Diligent, Transparent, Passionate) process within 24 hours.

Get Started
Image

CONTACT

8400 W. Sunset Road
Suite 300
Las Vegas, Nevada 89121

(702) 381-1272

info@dtpcap.com