Investment Services
Our affiliate M&A practice gives every real estate mandate the financial rigour of a company acquisition.
As an affiliate of Beacon Advisors Inc., our team applies M&A-grade technical analysis to real estate. We identify the specific risks and risk-reward metrics of each opportunity to determine whether it belongs in your portfolio.
Our goal-oriented approach involves:
A Disciplined Five-Stage Process
Every investment mandate moves through five stages: screening, research, offers, negotiation and close. Each stage has defined outputs, so you always know where your file stands.
Screening
Our advisory team works with our clients to identify objectives, investment criteria and determine our clients’ risk profile. This is used to identify opportunities customized to match client specific needs.
Research
Our research team then conducts analysis to identify challenges and benefits associated with these opportunities. We build financial models and assess market multiples to determine the fair market value of investments. Based on this we assess the return on investment to help our clients pick the right investments for their portfolios.
Offers
Upon identifying the right property, Beacon assists in the preparation of offers and deal structuring.
Negotiation
Our team has extensive experience in transaction advisory and deal negotiation. Due to our expertise as an intermediary, we are able to add maximum value during this stage and secure the best deal for our clients.
Close
Once the deal terms are agreed upon and the due diligence is done, Beacon facilitates a formal closing process involving transfer of ownership and administrative formalities
