Your Fractional Deal Team for Financial Models, Pitchbooks, and Strategic Advisory

We partner with real estate GPs, fund managers, and developers to accelerate execution, streamline capital raises, and institutionalize their platforms. Leveraging a foundation in real estate investment banking and private equity, we’ve supported over $1.5 billion in capital raises, acquisitions, developments, and recapitalizations.

Our Services

We democratize institutional-quality financial modeling, investor materials, and strategic advisory—providing real estate sponsors and developers with tools typically reserved for large investment platforms. Our services are built to support execution, capital formation, and investor confidence at every stage of the transaction.

  • Financial Modeling

    We deliver dynamic, institutional-grade financial models that provide the clarity and rigor needed to support acquisitions, developments, repositionings, and capital raises. Our models are tailored, audit-ready, and designed to drive confident investment decisions.

  • Presentation Services

    We craft compelling, investor-ready presentations that clearly articulate complex investment opportunities. From offering memorandums to capital raise pitchbooks, our materials are built to secure buy-in from lenders, partners, and equity investors.

  • Fractional Engagements

    We provide embedded, on-demand execution support for underwriting, investment analysis, and capital markets initiatives — delivering front-office expertise without the cost, complexity, or long-term commitment of a full-time hire.


We advise clients across a broad range of real estate asset classes and organizational profiles, delivering tailored support from emerging operators to storied investment platforms.

Asset Coverage

  • Multifamily

  • Office

  • Industrial

  • Retail

  • Manufactured

  • Single-Family

  • Self-Storage

  • Hospitality

  • Mixed-Use

  • Condominiums

Client Profiles

  • Brokerages

  • Asset Managers

  • Limited Partners

  • General Partners

  • JV Partnerships

  • PE Funds

  • Developers

  • Syndications

  • Family Offices

  • Lenders

We offer comprehensive investment strategy coverage for both debt and equity placements.

We specialize in delivering tailored investment solutions for Core, Core-Plus, Value-Add, and Opportunistic strategies. With expertise spanning market analysis, financial modeling, and risk assessment, we empower investors to align their objectives with the right strategy to maximize returns. From stable, income-generating assets to high-growth opportunities, RPG offers the insights and tools necessary to achieve success in every investment category.

We also provide comprehensive support across the capital stack, ensuring a seamless integration of equity and debt in your investments. Whether it's structuring joint venture equity, preferred equity, or senior financing and mezzanine debt, RPG ensures that every layer of the capital stack is optimized to meet your investment objectives. Our expertise enables us to design financing structures that balance cost efficiency with strategic growth, empowering investors to confidently execute their chosen strategies with precision and clarity.

Core

Core-Plus

Value-Add

Opportunistic

Senior Debt

Mezzanine Debt

Preferred Equity

Common Equity


Select Engagements

Client Profile

Credit REIT

Self-Storage Operator

Loan Origination

Obtain Bridge Financing

Self-Storage

Representative projects spanning acquisition, development, and capital markets initiatives, across varying asset classes.

RPG Deliverable

Real Estate Private Equity Firm

Hotel Owner/Operator

Real Estate Private Equity Firm

Objective

Disposition Analysis

Development Analysis

Refinance Risk Mitigation

Asset Class

Multifamily

Multifamily

Office

Self-Storage

Deal Size

$160M

$87M

Financial Model, Partnership Distribution Analysis


Financial Model, Capital Structure Advisory


$36M

$22M

Financial Model, Loan Sizing Analysis


$18M

Financial Model, Refinance Risk Analysis


Hotel Owner/Operator


Pre-Diligence Screening, Tenant Credit Analysis


Real Estate Private Equity Firm

Hotel Owner/Operator

Land Investment Firm

Individual Investor

Redevelopment Analysis

Recapitalization

Acquisition Analysis

Acquisition Analysis

Business Financing

Portfolio Financing

Hotel-to-Multifamily


Hospitality

Land Tax Liens

Hospitality

$27M

$20M

$5M


$4M

Financial Model, Offering Memorandum

Pre-Diligence Screening, Tenant Credit Analysis



Redevelopment Analysis, Capital Structure Advisory

Loan Package Creation, Offering Memorandum

Executive Summary

Financial Model, Lender Presentation


Net Lease REIT

Real Estate Private Equity Firm

Industrial

Disposition Analysis

Office

Strip Retail

$12M

$6M

$5M

Financial Model Audit

Endorsements from Our Clients


Our clients include sponsors, developers, and investment managers who rely on us for institutional-grade execution under tight timelines and complex capital structures. Their feedback reflects the trust we've earned through precision, responsiveness, and consistent delivery.

Frequently Asked Questions

  • We work with a broad range of clients—from emerging sponsors and first-time fund managers to established developers, family offices, and institutional investment platforms. Our mission is to democratize access to institutional-grade financial analysis and investor materials, which means we support transactions ranging from $200K to over $100M across asset classes and capital structures. Whether you're raising equity for a 6-unit development or preparing a fund-level presentation for a +$100M platform, we tailor our output to match the scale, complexity, and strategic goals of each engagement.

  • We offer flexible pricing structures based on the scope and nature of the engagement. For clearly defined deliverables—such as financial models or pitch decks—we typically quote a fixed project fee. For ongoing or evolving needs, we offer hourly billing or monthly retainer options that provide consistent support across multiple transactions. Our goal is to align pricing with your workflow—whether you need one-off execution or embedded, deal-team continuity.

  • We include two structured revision rounds in all project-based engagements to ensure alignment and polish. These are designed to capture feedback after initial delivery and again after internal or stakeholder review. Additional revisions beyond that can be accommodated depending on scope, timeline, and engagement structure—either hourly or as an add-on. Our goal is to get it right, efficiently and professionally, while maintaining institutional standards.

  • Item description
  • Yes—ongoing support is available after initial project delivery. Many clients retain us for continued revisions, lender or investor follow-ups, and additional materials as their deal progresses. We can provide this support on an hourly basis or through a fractional engagement structure, depending on your needs.

  • Yes, we routinely execute comprehensive NDAs with our clients, as confidentiality is fundamental to our work. Even in absence of an NDA, we maintain the utmost professional and all information is shared on a need-to-know basis only. Sensitive information is handled under strict internal protocols, with access restricted to only essential personnel. We’re happy to sign your NDA or provide our standard agreement for review.

  • Yes, we offer expedited service on a case-by-case basis depending on project scope and team capacity. If you’re working against a tight deadline, let us know upfront—we’ll assess whether we can accelerate delivery without compromising quality. Expedited engagements may be subject to a rush fee.

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