Case Studies
Worked, anonymized feasibility study engagements — each one a representative walk through the analysis a lender or investor actually relies on: trade-area demand, supply and competition, the financing structure, and the debt-service coverage and return the model has to prove. Figures are representative of each engagement type, not a specific client.
Representative engagements, sourced to current market data. Each reads from demand and supply through the capital structure to the DSCR and return.
A $5.2M new-build fuel-and-convenience project, read from trade-area demand, supply, and competition through the SBA 7(a) financing structure, the DSCR ramp (1.06→1.42×), and an ~19% equity IRR.
Read the case study →A $6.4M express tunnel wash: membership-driven demand, the competitive treadmill, the SBA 504 capital stack, and a DSCR ramp to 1.56× with ~21% equity IRR.
Read the case study →A ~90-key select-service hotel: STR demand and penetration, Florida cost and insurance conditions, the SBA 504 structure, and a 1.41× stabilized DSCR.
Read the case study →An 80-unit assisted-living & memory-care community: age-75+ penetration, construction-to-HUD-232 financing, and a stabilized 1.45× DSCR.
Read the case study →A 150-unit market-rate mid-rise: absorption and effective-rent discipline, agency permanent debt, and a stabilized 1.32× DSCR.
Read the case study →A 120-site RV resort with cabins: seasonal drive-market demand, the USDA B&I guaranteed-loan structure, and a DSCR ramp to 1.64×.
Read the case study →A methodology briefing walks through the demand mechanics for your asset class, the deliverable your capital source requires, and the review standard your file will be judged against.
Request a methodology briefing