Real Estate - Operational Financial Analysis

Because we knowing how valuable your time is, we recognize the need to present information in a concise manner. Unfortunately, the keys to financial analysis are often lost in excessive details. From years of assessing financial analysis, Advisory Group members know how to prepare relevant information for intelligent analysis.


Success Story: Many hours of needless review by busy executives were avoided by an Advisory Group member who designed a sales exception report to simplify the review of sales information from 700 tenants. Thanks to the information’s strategic design, the executives were able to review critical tenant sales information each week in only 15 minutes.


Success Story: Another Advisory Group team member recommended a significant change in the debt structure of a real estate deal that saved our client more than $80,000 annually. This savings was achieved in large measure by effectively presenting the suggested change to the primary lender.


You can count on The Advisory Group for key analysis skills:
• Preparing concise, understandable presentations
• Creating well organized management reports to highlight the most critical information
• Recommending appropriate financial structures
• Organizing internal controls
• Monitoring revenue, expenses, tenants, and maintenance
• Quantifying risk factors by preparing sensitivity analysis