Services I offer

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For General Contractors

    • Subcontractor outreach and bid solicitation

    • Bid management for hard bid, design-build, and GMP projects

    • Estimate and proposal development across all design phases

    • Development and maintenance of historical cost databases

    • Estimating workflow and process optimization

    • Scope of work

    • Takeoffs using Bluebeam and PlanSwift

    • Break downs by CSI division

    • Trade-specific quantity reporting for bid prep

    • Integration with internal estimating templates

    • Coordination between stakeholders

    • Meeting minutes note documentation and follow-up

    • RFI, submittal and permit tracking

    • Responsibility matrix, coordination logs and schedule impact analysis

    • Change order documentation support

    • Preliminary and baseline schedule development

    • Trade sequencing and logic coordination

    • Lookahead schedules for active construction

    • Schedule narrative development for proposals

    • Integration with MS Project or Primavera

    • Estimating process audit and improvement

    • Bid template and folder system setup

    • Implementation of tools like ProCore, Asana, and ClickUp

    • Software onboarding and SOP creation for precon workflows

    • Estimator training and team coordination support

For CRE Developers

    • Site feasibility support and cost benchmarking

    • Pro forma modeling from concept through execution

    • Capital stack review and scenario planning

    • Development dashboards and summary reports

    • Support across underwriting, construction, and asset management

    • Dynamic Excel-based models for development and hold

    • Rent, OpEx, and construction input assumptions

    • IRR, equity multiple, and waterfall outputs

    • Return scenario comparisons and sensitivities

    • Bank-ready and investor-facing pitch decks

    • Conceptual and schematic phase budgeting

    • ROM and hard cost estimates by trade scope

    • Scope-based cost allocation by unit or SF

    • Budget reconciliation across GC bids and internal models

    • Owner contingency and soft cost reserve planning

    • Design and entitlement timeline mapping

    • Precon and permitting milestone planning

    • Construction phase schedule development

    • Gantt charts with dependencies and key milestones

    • Schedule alignment with lender draw schedule

    • Drafting RFPs and bid packages per scope

    • Contractor bid outreach and RFI coordination

    • Bid comparison matrices with scope clarifications

    • Highlighting exclusions, assumptions, and gaps

    • Narrative recommendation and award prep

    • License, insurance, and past performance checks

    • Contract review for scope, cost, and contingencies

    • Recommendation memos for lender/partner approval

    • Coordination of GMP contracts and LOIs

    • Preconstruction kickoff call support

    • Budget vs actual tracking throughout development

    • Draw package review and cost-to-complete validation

    • Change order review and negotiation support

    • Contingency utilization tracking

    • Monthly capital needs forecasting

For CRE Sponsors

    • Underwriting support for acquisitions and new developments

    • Construction and OpEx benchmarking

    • Pro forma stress testing and sensitivity analysis

    • Strategic analysis to align with project goals

    • Reporting support for GPs and lenders

    • Rent comps and absorption trends

    • Operating expense benchmarks

    • Construction pipeline tracking

    • Competitive amenity analysis

    • Summary market snapshots for pitch decks

    • Stabilized vs residual value modeling

    • Cap rate analysis and exit assumptions

    • Repositioning strategy evaluation

    • Cost basis validation vs market value

    • Hold-sell-refinance decision modeling

    • Deal model structuring and assumption testing

    • Joint venture and promote structure modeling

    • Return metrics (IRR, EM, MOIC) and sensitivity tables

    • Deal-level and portfolio-level views

    • Investor summary and offering prep

    • Cost review of CapEx and renovation assumptions

    • Permit, zoning, and entitlement research

    • Construction document and scope review

    • GC/consultant contract review

    • Physical walk summary (if applicable)

    • Budget vs actual tracking across CapEx and OpEx

    • Performance dashboards for investors or lenders

    • Variance analysis and NOI performance commentary

    • Capital stack and distribution waterfall updates

    • Quarterly LP report preparation support

    • Visual deck layout for investor or lender audiences

    • Design and formatting of deal overview materials

    • Inclusion of pro forma snapshots and team info

    • Market data visualization and summary graphics

    • Clean, professional export-ready files

For CRE Lenders

    • Independent review of borrower pro formas and deal models

    • Budget-to-pro forma reconciliation and risk exposure analysis

    • Input on capital structure, returns, and IRR feasibility

    • Pre-close deal summary prep for credit/investment committee

    • Ongoing project analysis and reporting alignment

    • Sponsor track record and GC experience verification

    • Review of entitlements, permits, and consultant contracts

    • Cost benchmarking by trade scope and project type

    • Red flag summary memos for internal stakeholders

    • Schedule, soft cost, and contingency risk assessment

    • Review and refinement of borrower-provided budgets

    • Budget breakdown by CSI or draw categories

    • Comparison against recent project cost benchmarks

    • Evaluation of hard/soft cost sufficiency

    • Integration into lender draw formats and capital plan

    • Monthly draw planning and spend curve tracking

    • Cash flow modeling across the full construction timeline

    • Allocation of reserves, retainage, and contingency

    • Capital stack timing alignment (debt/equity disbursement)

    • Visualization tools for internal or LP communication

    • Draw request reviews with budget-to-date reconciliation

    • Change order log review and funding recommendation

    • Site photos, pay app analysis, and lien waiver verification

    • Project-level risk scoring and contingency tracking

    • Monthly board ready reporting deliverables

For CRE Owners

    • Acting as liaison between owner, GC, design, vendors and lender

    • Oversight of construction progress, schedule, and billing

    • Participation in OAC meetings and site coordination

    • Cost control throughout project lifecycle

    • Final punch list coordination and closeout tracking

    • Scope-based pricing for light rehab or major renovations

    • Cost breakdowns for budget development

    • Pre-GC budgeting for owner decision-making

    • Specialty scope and soft cost estimating

    • Unit-level pricing (per door or SF) for capex planning

    • Drafting of RFPs and bid scopes

    • Coordination and communication with qualified GCs

    • Bid tabulation and scope/assumption comparison

    • Exclusion gap analysis and award recommendation

    • Assistance negotiating terms before contract execution

    • GC vetting, background checks and license/insurance verification

    • Review of past project experience and team structure

    • Reference checks with prior clients or lenders

    • Evaluation of price vs value alignment

    • Shortlisting and award facilitation

    • Creation of owner’s master budget

    • Budget vs actual tracking and reporting

    • Change order review and recommendation

    • Review of GC pay apps and vendor invoices

    • Contingency usage and capital planning support

For Architects & Designers

    • RFI, submittal, and shop drawing tracking

    • Design clarification and scope alignment support

    • Meeting minutes, punch list, and documentation review

    • Support managing coordination issues with GC

    • Change order technical review for scope accuracy

    • ROM budgets for schematic drawings

    • Cost per SF or unit benchmarking by asset type

    • Early pricing of major systems and design features

    • Cost assumption validation

    • Budget narratives to guide design direction

    • Identification of cost-saving opportunities by trade

    • Recommendations on material or scope substitutions

    • Trade-specific feedback based on contractor input

    • Coordination of VE log with owner and GC

    • Cost impact summaries for informed design decisions

    • Plan and spec-based quantity extraction

    • Organized CSI breakdown for each trade

    • Cost-ready Excel outputs for integration into estimates

    • Support for pricing alternates or VE options

    • Compatible with Bluebeam and PlanSwift workflows

    • Cross-team tracking of construction documentation

    • Alignment of design intent with field execution

    • Digital coordination logs and reporting tools

    • Assist with long-lead item coordination and procurement

    • Interface with owner or lenders

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