Phase 1: Investment Real Estate Identification
Before investing in real estate, it’s critical to map out your objectives, strategies and comfort level with different alternatives. In phase one, Allegro will:
- Confirm investment objectives
- Assess passive and active investment strategies
- Identify and explore investment alternatives
- Negotiate and structure transactions
Phase 2: Investment Analysis
In phase two, we analyze the investment and financing possibilities to determine the best options for your needs. Allegro will:
- Conduct financial modeling, underwriting, and feasibility analysis
- Evaluate scenarios with varied risk management
- Identify and procure appropriate financing
- Analyze sale/lease-back opportunities
Phase 3: Due Diligence Coordination
The objective of phase three is thorough due diligence and finalization of the investment portfolio. Allegro will:
- Review leases and extract pertinent economic information
- Identify benefits and risks of leases which could impact the investment, including renewal options, expansion rights and termination options, etc.
- Engage and manage third party vendors to secure pre-acquisition reports (survey, title, environmental, zoning)
- Conduct market analysis and supply & demand studies
Phase 4: Asset/Investment Management
After your assets have been procured, let the experts at Allegro manage the ongoing details of your real estate investment portfolio. We will:
- Provide daily asset management of investment properties
- Manage lease rolls
- Provide tenant interface for ownership
- Conduct financial accounting & reporting
- Prepare annual budgets
- Facilitate long term investment planning and decision making
- Facilities management
