About Us
Diligence Capital Advisors is a Boutique Commercial Real Estate Capital Markets Solutions and Full Service Consulting Firm.
Our services include capital markets solutions, including debt and equity procurement and placement, and full-service consulting spanning transactional oversight/advisory and asset management for existing portfolios and development projects.
SERVICES
Debt and Equity Placement & Transactional/Asset Management Consulting
Debt and Equity Placement: Diligence Capital Advisors arranges and closes commercial loans and equity investments on behalf of investors, developers and users of commercial real estate. Our professionals leverage their existing long-term relationships with capital providers, investors and lenders to close transactions quickly across all asset classes.
Capital Market Solutions
The DCA Process
- Diligence Collection
- In-House Drafting of Marketing Materials (Equity/Debt Package)
- Due Diligence Transmission to Lender and/or Equity Provider
- Generation and Negotiation of Acceptable Term Sheet(s)
- Closing Oversight
- Third Party Management (Appraisal, Bank Plan & Cost Review, Environmental, Property Condition Report, Title)
- Settlement Sheet Oversight
- Closing Cash Reconciliation
- Funding
- Third Party Management (Appraisal, Bank Plan & Cost Review, Environmental, Property Condition Report, Title)
LENDERS: BALANCE SHEET
COMMUNITY/REGIONAL/ NATIONAL BANKS
DEBT FUNDS
CMBS
CONDUIT
MORE
ASSET CLASSES: MULTI FAMILY
OFFICE
HOSPITALITY
INDUSTRIAL
RETAIL
MIXED-USE
FOR SALE RESIDENTIAL
LAND DEVELOPMENT
FROM CORE to GROUND-UP CONSTRUCTION
“A.B.C. Always, Be, Closing. ALWAYS BE CLOSING.
ALWAYS BE CLOSING!”
Consulting
Transactional Guidance, Due Diligence and Portfolio/Asset Management: DCA provides full-service consulting services across the real estate assets life cycle from Acquisitions, Operations/Existing Portfolio Oversight, Capital Markets Solutions and Dispositions. At the core of DCA’s consulting business is asset valuation. We develop internal valuations on every asset serviced so that our recommendations are sound and catered to whichever stage of the life-cycle an asset might be in. From analyzing historical and/or projected cash flows, to re-creating our own financial models to abstracting dozens of leases, loan and operational agreements, DCA dissects the project, targets solutions and effectuates results. Whether it be a standalone project or long-term portfolio oversight and guidance, DCA takes a calculated and measured approach to achieve its clients’ goals.
Acquisitions
- Deal Sourcing
- Site Identification
- Feasibility Analysis
- Cash Flow Analysis
- Valuation
- Tax Analysis
- Due Diligence
- Lease Analysis/Abstract
- Cap Rate Guidance
- Discount Rate Guidance
- Market Analysis
- Sale Document Review
- Letter of Intent, Agreement of Sale, addendums, etc.
- Closing Oversight
- Deal Metric Analysis
- IRR
- LIRR
- Cash on Cash Return
- Equity Multiple
- NPV
- Letter of Intent, Agreement of Sale, addendums, etc.
Operations/Existing Portfolio
- Portfolio Analysis
- Cash Flow Analysis
- Property and Asset Budgeting
- Revenue
- Base Rent
- Other Income
- Tenant Reimbursements
- Operating Expenses (“Above and Below the Line”)
- Tenant Improvements
- Leasing Commissions
- Capital Improvements
- Operating Reserve
- Revenue
- Operating Expense Reconciliation Oversight
- Reforecast Analysis
- Capital Improvement Decision Oversight
- Leasing Oversight
- Tenant Overview
- Credit Review
- Tenant Mix Review
- Legal Document Covenant Review
- Tenant Improvement Oversight/Analysis
- Leasing Broker Selection/Relations
- Commission Agreement Oversight
- Tenant Overview
- Property Management Selection/Oversight
- Hold Vs. Refinance Vs. Sell Analysis
- Development/Redevelopment Analysis
Capital Markets Solutions
Debt (Existing)
- Loan Abstracts
- Debt Summary Consolidation
- Loan Covenant Compliance
- Refinance Process
- Due Diligence
- Cash Out Analysis
- Settlement Sheet Oversight
- Modification/Maturity Extension
- Discounted Payoff
- Note Purchase
- Recourse Reduction
Equity (Existing)
- Operating Agreement Abstracting/Tracking
- Valuation
- Partnership conflict resolution
- Committed Capital
- Capital Balance
- Distributions
- Contributions
- Preferred Return Calculations
- Waterfall Financial Model Review and Creation
- Equity LIRR
- Equity Multiple
- Cash on Cash Returns
- Valuation
Capital Raising for the Following Events:
- Refinance
- Acquisitions
- Construction
- Recapitalization
- Disposition
Dispositions
- Cash Flow Analysis
- Due Diligence
- Highest and Best Use Analysis
- Singular Vs. Portfolio Transaction Oversight
- Portfolio Balancing
- Capital Recycling
- Investment Sales Brokerage Selection and Marketing Oversight
- Seller Liaison to Buyer
- War Room Management and Tracking
- Communicating/Answering Buyer Questions/Concerns
- Conflict Resolution
- Contract Tracking
Our People
Our team consists of battle tested warriors with extensive commercial real estate operational, transactional and capital markets solutions experience.
Jared Cobert
Managing Partner
Joseph D. Rocco
Partner
Contact Us
TELEPHONE
215-873-6117
ADDRESS
1420 Walnut Street, Suite 1216, Philadelphia, PA 19102
6 Kings Highway East, Haddonfield, New Jersey, 08033
Diligence capital advisors
Diligence Capital Advisors is a boutique Commercial Real Estate Capital Markets Solutions and Full Service Consulting Firm.
Contact us
1420 Walnut Street, Suite 1216, Philadelphia, PA 19102
6 Kings Highway East, Haddonfield, New Jersey, 08033
215-873-6117