What We Do
We Work On What You Already Own
Five engagements, each one a category you already have a line item for. We assess condition, sequence capital, plan long-range, defend fee calculations, and put your facilities data somewhere it can be used.
Then we hand over the system that did it.
Five Engagements, Five Procurement Categories
Each of these is a category with its own demand and its own budget line — not a facet of one product. They cross-link heavily because the work does.
Asset Strategy
Decide what to keep, what to reposition, and what to let go — from your own documents rather than a broker’s opinion of value.
Capital Planning & Compliance Reporting
A five-year plan with a disclosed ranking model behind it, and the GASB and FCA reporting your auditor and your board expect.
Facility Condition Assessment
Condition and deferred maintenance across every building you own, scored to a Facility Condition Index you can act on.
Impact Fee & Fiscal Studies
Fee calculations built to survive the challenge that follows them — rational nexus, rough proportionality, documented all through.
Geospatial & GIS
A data and mapping programme that answers siting and sequencing questions instead of producing another map nobody opens.
Four Phases. The Same Four Every Time.
The shape doesn’t change between a condition assessment and an impact fee study. What changes is what goes into phase two.
01 · Intake
We take what you have in whatever form it’s in — appraisals, rent rolls, operating statements, closing documents, condition reports, spreadsheets. No data-cleaning project first.
02 · Resolution
Every value gets traced to the document and page it came from. Where two documents disagree, the conflict is surfaced and resolved on the record, not silently averaged.
03 · Analysis
The model runs. Every ranking, score, and recommendation shows the rule that produced it and the inputs it used.
04 · Handover
You get the deliverable and the system that produced it. Re-run it next year against new data without hiring anyone back.
Most Advisory Firms License Their Tools. We Build Ours.
The usual arrangement is a firm, a licensed platform, and a configuration that approximates your portfolio. When the engagement ends, the platform’s subscription is the only thing that persists, and the analysis can’t be reproduced without it.
We build around your data instead. The analysis is reproducible, the assumptions are inspectable, and the system stays with you.
- Traceable
- Every figure in every deliverable carries its source document, page, and how it was confirmed. Delivered as an appendix, not on request.
- Disclosed
- Ranking and scoring models are published in the deliverable with their weights. Nothing is scored by a method you can’t see.
- Yours To Keep
- The data is yours. So is the system built on it.
Portfolio Record
Portfolio Value
$5.41M
Health Score
82
Properties
4
142 Oak Street
Multifamily
88 Pine Avenue
Single Family
305 Market Blvd
Commercial
17 Harbor Lane
Duplex
3 new recommendations
Refinance 88 Pine Ave to save $340/mo
Tell Us What You Own
Most engagements start with a portfolio list and a deadline. That’s enough to have a useful conversation.
Contact Us