Debt and Equity Placement & Transactional/Asset Management Consulting

Debt and Equity Placement & Transactional/Asset Management Consulting.

About Us

Diligence Capital Advisors (“DCA”) is a Commercial Real Estate Capital Markets Solutions and Full Service Consulting Firm.

At Diligence Capital Advisors, we are on a constant pursuit of adding value and exceeding our clients’ expectations. Our process is simple: we take time to understand our clients’ goals and endeavor to produce results-oriented, strategically focused solutions. 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: DCA arranges and closes commercial loans and equity investments on behalf of investors, developers and users of commercial real estate. Our professionals lean on sturdy, long-term relationships with hundreds of reliable lenders and flexible LP and GP equity investors to capitalize transactions across all asset classes and markets. DCA doesn’t merely marry capital with commercial projects; our professionals pay homage to our name by diving into due diligence materials from the onset. This allows us to gain unique familiarity with our deals and find innovative ways to close them. We maintain heightened awareness as the transaction develops and remain ready to tackle adversity in any form it may present itself.

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

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. A – Always, B – Be, C – 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 DispositionsAt 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

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
  • 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
  • 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

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

    Each DCA Professional has 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

    6 Kings Highway East, Haddonfield, New Jersey, 08033

    Diligence capital advisors

    DCA is a Commercial Real Estate Capital Markets Solutions and Full Service Consulting Firm.

    Contact us

    6 Kings Highway East, Haddonfield, New Jersey, 08033

    215-873-6117