Financial Modeling Consulting and Auditing Services

Having REFM as part of our team enabled us to move

mountains in Excel, all without losing clarity of vision
or sacricing aesthetics in our analyses.
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Financial Modeling Consulting and Auditing Services
Vc solvc rcal cstatc nancial analysis problcms lor our clicnts. Vith RFM on your sidc, you can achicvc
clarity ol vision, makc smart dccisions and prcscnt thcm condcntly to your stakcholdcrs. RFMs cxpcrtisc in
xcclbascd modcling lor commcrcial rcal cstatc is unmatchcd. !n addition, consulting is ocrcd using RFMs
proprictary \aluatc platlorm.
Crcation, customization and improvcmcnt ol rcal cstatc prolormas and nancial modcls ol all typcs
(dcvclopmcnt, acquisition/disposition, rcnancing)
cvclopmcnt transaction nancial duc diligcncc and lcasibility and highcst and bcst usc analysis
Transaction analysis
Partncrship structuring and prot partitioning analysis (prclcrrcd rcturn, promotc and watcrlall dynamics)
Auditing ol nancial modcls
Authoring ol transaction and capital raising cring Mcmoranda.
Overview
Project-Based And Retained Consulting Services
Customer Prole / Case Study
Multi-Hundred Million Dollar
Capital Raise For A Major
Mixed-Use Project
Client Functions:
Mastcr cvclopcr, \crtical cvclopcr, wncr
Client Challenge:
Tcll a simplc, cognct nancial story to raisc a combination ol dcbt and cquity to lund thc Mastcr cvclopmcnt
ol a major urban mixcdusc projcct
REFM Deliverable:
Convcrsion ol clicnts cxisting annualbascd 38tab xccl modcl, which addrcsscd thc analysis solcly by cach ol
thc 9 uniquc land uscs, into monthlybascd analyscs lor thc individual parccls, cach ol which was mixcdusc in
naturc, and rollup into a mastcr modcl that combincd cash ows lrom thc horizontal and vcrtical dcvclopmcnts
REFM Excel Model Templates leveraged:
MixcdUsc Apartmcnt 8uilding cvclopmcnt
MixcdUsc Condominium 8uilding cvclopmcnt
MixcdUsc cc 8uilding cvclopmcnt
Hotcl cvclopmcnt
The Wharf Southwest Washington, DC waterfront
Customer Prole / Case Study
Audit Of Financial Model For A Multi-Hundred Million Dollar Apartment Project
Client Functions:
cvclopcr, wncr
Client Challenge:
Tc nccd to vct calculations ol thcir intcrnal modcl lor a nincgurc dcvclopmcnt.
REFM Deliverable:
Audit rcport on mathcmatical dicrcnccs bctwccn rcsults lrom RFM Tcmplatc
and rcsults lrom intcrnal modcl
REFM Excel Model Templates leveraged:
MixcdUsc Apartmcnt 8uilding cvclopmcnt
Arlington, VA apartment community
Customer Prole / Case Study
40-Year Housing Subdivision Plan
Client Functions:
Land and Housing cvclopcr
Client Challenge:
Complcx 40ycar timc horizon modcling ol both land dcvclopmcnt and lot salcs
to third partics as wcll as inhousc vcrtical housing dcvclopmcnt
REFM Deliverable:
10,000lot (36,000acrc) 25phasc land dcvclopmcnt modcl with mastcr cash
ow, to which 10 individual housing dcvclopmcnt modcls wcrc linkcd
REFM Excel Model Templates leveraged:
Land cvclopmcnt
Housing cvclopmcnt
Yokohl Ranch, CA
Financial Modeling Consulting and Auditing Services
Mastcr dcvclopcr ol major mixcdusc watcrlront
Public company multilamily dcvclopcr
National rctail dcvclopcr and owncr
Forcign commcrcial dcvclopcr cntcring thc
U.S. markct
Multilamily mcrchant dcvclopcrs using both
HU and privatc nancing
Rctail dcvclopcr and owncr
Commcrcial land brokcr
Mcdical occ building owncr
Condominium dcvclopcrs
!ndustrial invcstors and owncrs
Multilamily invcstors and owncrs
8rokcn condominium dcvclopmcnt purchascr
istrcsscd notc purchascrs
Mastcr dcvclopcr ol vc downtowns
Univcrsity dcvcloping campus buildings.
Consulting Scrviccs arc availablc lor cngagcmcnts starting at 85,000.00 in sizc.
To discuss your nccds, plcasc cmail Kcith Lclkol, ircctor ol Salcs and 8usincss cvclopmcnt at
KcithGGctRFM.com to schcdulc a phonc convcrsation.
Recent Consulting Clients
Engagement Size
Inquires
GetREFM.com
Tel: (646) 580-7051
Ofces:
2000 Clarendon Boulevard, Suite B1
Arlington, VA 22201
226 Fifth Avenue, Third Floor
New York, NY 10001
191 Peachtree Street NE, Suite 3300
Atlanta, GA 30303