"Pre-Decision Review Services."

How Most Clients Start Working With Us | Single Transaction Engagement

You are about to commit $5 million, $10 million, - or even $20 million, $50 million, or more - to a commercial real estate transaction. The broker’s Offering Memorandum says it is a great deal.

The numbers look compelling. The returns are attractive.

But … whose numbers are those? The broker’s? The broker’s junior analyst, or the marketing coordinator that lifted them from a six-month old OM in the same market?

And then the broker earns a commission when you close.

Not exactly what we would call “Fiduciary Representation.”

A “Pre-Decision Review” is an independent, expert-level analysis of a specific commercial real estate transaction before you commit capital or make any materials decisions about, or involving, a CRE asset. Greg Laskody personally underwrites the deal using the same rigor applied to Fractional CRE CFO portfolio oversight - and delivers a written deliverable with a clear recommendation: 1) proceed; 2) proceed with conditions, or; 3) walk away.

This is the “second set of eyes” every serious investor needs. For many clients, this is their first engagement with HAUTE - and the beginning of a long-term Fractional CFO relationship.

What We Do...

Identify the nature of the request.
A complete and thorough, top-to-bottom independent underwriting and analysis of the subject transaction and all pertinent facts.
Market rent analysis and comparable verification.
Operating expense audit and projection testing.
Capital expenditure assessment and reserve adequacy.
Financing structure evaluation and stress testing across various rate scenarios.
Risk identification and mitigation recommendations.
Written opinion document with findings and clear recommendations.

How Pre-Decision Review Services Work.

Step 1: Book A Discovery Call.

You book a "discovery call," whereby all integral parties and decision makers collectively meet on a web call (Zoom, Teams, Google Meet, etc.) to discuss the nature of the assignment and requisite decision process, the anticipated goals to be achieved, and the outcomes that are expected. We also set pertinent timelines and deadlines, as well as determining that a "reciprocal fit" exists.

Step 2: Content Submission.

You send us the entire deal package - you can even load all relevant files into a secure cloud drive, access to which we provide - The Offering Memorandum, Financing Memorandum, PSAs, third-party reports, rent roll, historical and budgeted operating and occupancy statements, loan terms, equity structures, and any additional due diligence materials required by HAUTE (don't worry; we'll give you a list of everything based on the discovery call).

Step 3: Custom Proposal and Engagement Agreement.

You receive a tailored proposal specifying the entire scope of work, reporting of the cadence and deliverables, the level of analyses, and the associated investment. It is necessary to conduct this step after the "Step 2: Content Submission" stage (above) , as it's been our experience that not having all required content prior to this Step 3 results in extended deadlines, missed expectations, and an overall unfavorable experience (neither of us want that). Every proposal is structured around your specific assignment parameters, objectives, and desired outcome solutions. No templates. No one-size-fits-all pricing. All bespoke, all custom.

Step 4: In-Depth Independent Analysis.

We conduct a complete in-depth and independent analysis commensurate from Steps 1 and 2, memorialized in Step 3, and which involves a comprehensive process. During this time, we may need to ask clarifying questions and require more content - but generally, this analysis process is completed within 5 to 7 business days, and depending upon the complexity and sophistication of the assignment.

Step 5: Review of Deliverables and Close-Out.

Upon completion of our work scope, you receive a "draft" deliverable to clarify any edits or modifications. Depending upon the detail and complexity, the3 edits generally take a day or two, on average. Upon completion of all edits and revisions, you will receive a "final deliverable" that will be the end work product, and in connection with the agreed-upon scope of work.

The Investment.

“Pre-Decision Reviews” start at $3,500, and can be scaled to transaction complexity and asset size. Expert underwriting for more complex transactions or portfolio-level analysis is quoted on a "per-engagement" basis. Typical turnaround is within 5 to 7 business days. Schedule a confidential consultation to discuss your requirement and receive a custom proposal.

Contact Us!Get a Free Consultation

For Whom Are Our Pre-Decision Review Services.

Investors evaluating a specific acquisition, disposition, or refinancing.

Portfolio owners who want an independent second opinion before committing capital.

Lenders seeking independent third-party underwriting review.

Investors considering a Fractional CFO relationship who want to experience the quality of our work first.

What Our Pre-Decision Review Clients Say ...

“I’m about to commit $8 million on a broker’s pro forma, and I want someone independent to tell me if the numbers are real.”

“My lender wants a third-party underwriting review before closing.”

“I’ve been burned before. I’m not making another decision without expert analysis.”

“I’m contemplating a $20 million CRE refinance. I want all of my quotes analyzed and triaged for the best one meeting my investment objectives."