How I Underwrite Deals
Turning data and experience into confident decisions
Property & Market Assessment
Before any numbers hit a spreadsheet, I look at fundamentals:
Asset type & positioning
Tenant mix & rollover risk
Local demand drivers
Comparable sales & cap rate benchmarks
Financing & Sensitivity
Understanding what lenders see is critical. I model multiple capital structures:
Conventional financing
Vendor take-back (VTB)
JV or equity partnership
Strategy & Exit Planning
Every acquisition starts with the end in mind.
3–5 year horizon with IRR & equity multiple
Leasing, refinance, or sale milestones
Market exit comparables
Income & Expense Analysis
I build every model from the rent roll up, not from assumptions down.
Validate current rents, TMI recoveries, and lease terms.
Normalize operating expenses.
Identify upside in below-market leases or expansion potential
Risk Review & Mitigation
I identify and address issues before they become deal-breakers:
Zoning compliance
Environmental reports
Lease estoppels & tenant covenant review
Deferred maintenance analysis