Portfolio Review & Analysis

Preferred Capital Advisors has a strong track record of completing successful Portfolio Analysis assignments for some of the strongest industry leaders. Our methods have earned high praise from clients, their investors and transaction lenders.  Typical analysis pressure points include:

  • Leverage Review
  • Cap Rate Variability Analysis
  • Cash Flow Analysis
  • Leveraged Return on Equity
  • Unleveraged Return on Cost
  • Tenant Analysis
  • Rollover Analysis
  • Retrofit Cost Analysis
  • Loan Maturity Review
  • Fixed Rate vs. Variable Rate
  • Recourse vs. Partial Recourse vs. Non Recourse
  • Tax Basis - Gain on Sale Review
  • Etc. 

 

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