What We Can Do for Real Estate Developers

 Gain access to senior financial leadership without the need for a full-time hire.

• Strategic financial planning and oversight.
• Comprehensive budgeting, forecasting, and reporting.
• Tax credit optimization and compliance.
• Financial processes tailored to your project timeline and business goals.

 Launch and manage funds that align with your development vision.

• Creation and management of private equity and real estate funds.
• Investor relations and reporting.
• Fund structuring to optimize returns and leverage tax advantages.
• Proprietary tools like TriCloud and TriBuild for fund transparency.

Navigate the complexities of your deals with precision.

• Pro forma modeling for single-asset and multi-phase developments.
• Capital stack optimization to align debt, equity, and incentives.
• Scenario analysis to assess risks and returns.
• Real-time project financial tracking.

 Ensure financial stability and alignment with your project’s timeline.

• Detailed cash flow forecasting.
• Vendor payment strategies and draw schedule management.
• Optimized working capital planning.
• Integrated systems for seamless financial oversight.

 Get expert guidance for high-value, one-off initiatives.

• Feasibility studies to evaluate potential developments.
• Public-private partnership (PPP) structuring.
• M&A support for acquisitions or divestitures.
• Technology implementation for improved reporting and tracking.

 Maximize the value of tax credits and incentives for your projects.

• Low-Income Housing Tax Credits (LIHTC).
• Opportunity Zone Funds (QOZ).
• Historic and renewable energy tax credits.
• Advisory on compliance and structuring.

 Lay the foundation for long-term success with actionable insights.

• Market expansion strategies for new asset classes or geographies.
• Risk mitigation planning and contingency strategies.
• Succession planning and long-term financial modeling.