Financial Underwriting
Once our acquisitions team has done the initial due diligence on a deal, and it passes initial review, it goes to our financial team led by managing partner, Daniel Ben-Yochannan. It’s then run through comprehensive analysis to ensure it meets our strict and conservative criteria. This analysis includes but is not limited to:
- Stress Testing – Can the property hit 60% occupancy or less, and still meet all financial obligations?
- Modeling significant operating reserves – Will the business plan operating reserves cover 8+ months of no income in a highly unlikely catastrophic/economic event?
- Projecting conservative exit returns
- Renovation/Value Add Plan – Vet and verify operating and capital expenditures – based on local trade rates, property management input and decades of professional experience
- Conservative occupancy rates compared to market – modeling less than market occupancy markets
- Conservative rental rates compared to like kind assets in the subject market
- Plan for a conservative stabilization timeline
We bring pride and passion to every project that we undertake, with a professional team of project managers & investment advisors
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Contact
BluPhoenix is headquartered in Las Vegas with offices around the worldd.
3960 Howard Hughes Parkway
Las Vegas, NV 89169
501 E Las Olas Blvd, Fort Lauderdale, FL 33301
954 Ave Ponce de Leon, Ste 205
San Juan, PR 00907
Members Service:
166 East Superior St
Chicago, Illinois 60611
Uniter States
Info@BluPhoenixAdvisors.com
BluPhoenix does not make investment recommendations, and no communication through this website or in any other medium should be construed as such. Investment opportunities posted on this website are "private placements" of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by BluPhoenix and may lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment. Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. Any investment information contained herein has been secured from sources that BluPhoenix believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell, or the solicitations of offers to buy, any security can only be made through official offering documents that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not
rely on the financial assumptions or estimates displayed on this website, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment opportunity.
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