Field Intelligence for
Institutional Capital
Technical real estate consulting and risk advisory services designed to protect investment margins, accelerate deployment capital, and minimize portfolio risk.
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Documentation Protocol: Property condition reports and field data adhere to the ASTM E2018-24 baseline protocol and Good Documentation Practices (GDP).
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Data Security: Customer data is processed and stored leveraging cloud infrastructure attested to SOC 2 Type II controls.
Our operations rest on two pillars: Quality Control and enterprise-grade security. All property condition reports follow the ASTM E2018-24 protocol and Good Documentation Practices (GDP), ensuring every record is detailed and factual. To protect client confidentiality, all data is stored leveraging cloud infrastructure with SOC 2 Type II controls, demonstrating our commitment to superior data handling.
Select Your Solution to Protect and Maximize Portfolio Capital
PROTECT MARGIN & VALUATION
✓Property Condition Assessments (Certified by PE/RA Partner)
✓Pre-Construction Baselines & Condition Documentation
✓Property Status Verification & Technical Risk Analysis
MAXIMIZE CAPITAL UTILIZATION
✓Construction Draw Verification & Progress Audits
✓Move-In / Move-Out Documentation & Transition Reporting
✓Portfolio Condition Monitoring
MITIGATE RISK & ENSURE COMPLIANCE
✓Occupancy Verification (Secure Platform)
✓REO Asset Monitoring & Technical Assessment
✓GSE-Aligned Legal Documentation
Our Services Every Stage Covered. Every Risk Documented
Explore services aligned to your current asset phase—whether you're underwriting your first acquisition or managing legal closure on a mature portfolio
I. Acquisition & Valuation Risk Capital Entry
When you're evaluating whether to buy or how to price, these services establish baseline conditions and forecast capital needs
Property Condition Documentation & Cost Analysis
Visual documentation of observable conditions with advisory cost estimates for capital planning. (Full ASTM E2018 PCAs available via PE/RA partnership.)
Pre-Construction Baseline Documentation
Establishing an objective, factual record of property condition prior to construction to mitigate future claims and liability exposure.
II. Management & Funding Predictability Asset Control
When you're overseeing operations, monitoring tenants, or releasing capital draws, these services confirm status and prevent surprises
Construction Draw Verification - Third-party field verification to document progress against draw requests, ensuring predictable fund disbursement and reducing lender exposure
Occupancy Status Verification
Objective field reporting to confirm property status for lending, REO monitoring, and liability management.
Property Welfare Checks
Scheduled or on-demand monitoring to document asset security, vacancy status, and prevent unauthorized occupancy or damage.
REO Asset Monitoring
Specialized monitoring reports to manage collateral risk and maintain asset security across real estate owned portfolios
Portfolio Condition Monitoring
Systematic documentation programs across multi-property portfolios to track maintenance deferrals, capital expenditure planning, and regulatory reporting requirements
Pre/Post-Tenancy Documentation
Factual documentation of property turnover condition to mitigate security deposit disputes and turnover liability claims.
III. Legal & Fiduciary Defense Liability Closure
When disputes emerge or insurance claims require evidence, these services provide time-stamped, third-party documentation.
Legal Condition Documentation & Cost AnalysisTime-stamped, objective reports provided to legal and insurance professionals for claims verification and evidence support
