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Advisory/Equity Placement
Advisory
- Educate clients on all aspects of Section 42 transactions
- Varied involvement with investors, developers and syndicators provides us with valuable experience in understanding the dynamics of the Section 42 market
- Able to assist clients in identifying and evaluating different opportunities
- Analyze the qualitative and quantitative aspects of each investment
- Review syndicator investment analyses and third party reports
- Independently perform a due diligence review based on various factors including but not limited to: lower tier assumptions (expenses per unit, trending, vacancy etc), market studies (rental advantage compared to market, low income/market rate occupancy percentage, rental comparables), reserves, developer strength and guarantees, debt to equity ratios, rehabilitation costs, impact of loss of any rental subsidies and timing of equity/benchmarks.
- Review pricing models and perform financial modeling and sensitivities
- Provide input as to pricing and terms
- Help coordinate the due diligence process
- Assist client and its counsel in negotiating, documenting and closing
Equity Placement/Financial Advisory for Syndicators, Guarantors and Developers
- Provide strategic advice to optimize market penetration
- Provide insight into prospective investor pricing parameters and terms
- Review pricing models and make recommendations to achieve the best economics
- Identify and structure transactions which meet investors' specific needs, while maximizing the benefit to our clients
- Identify, contact and solicit bids from potential equity investors
- Assist the client and its counsel in negotiating, documenting and closing
