Advisory & Capital Strategy
We advise developers, investors, and mission-driven organizations on how to structure, finance, and execute complex housing projects. Our work is grounded in real transactions—helping partners move from early concept to a financeable, executable deal.
What We Do:
We support projects across the full lifecycle, from early feasibility through closing, to align capital, partners, and strategy to move deals forward.
Feasibility analysis and financial modeling
Capital stack design and financing strategy
LIHTC, tax-exempt bonds, and subsidy alignment
Lender, investor, and partner coordination
Transaction support through underwriting, closing, and compliance
How We Support:
We typically engage as:
Development Strategy Partner
Capital Structuring Partner
Transaction Support Lead
Depending on the project, we also support internal decision-making, partner alignment, and overall deal execution.
Select Engagements
-
Mixed-Income Housing | Southeast U.S.
Advised a development team on structuring a layered capital stack combining debt, equity, and public subsidy sources. Evaluated multiple financing scenarios and aligned capital sources to support project feasibility and long-term affordability. -
Infill Development | Atlanta Metro
Supported early-stage feasibility analysis for a residential development, testing density, unit mix, and cost assumptions. Built financial models to inform acquisition decisions and guide conversations with lenders and partners. -
Multifamily Development | Multiple Markets
Worked alongside development teams to prepare projects for financing, including underwriting support, lender engagement, and structuring materials to support loan applications and capital raises. -
Housing Finance Training & Developer Academies | Multiple Markets
Designed and delivered housing finance and development training programs for emerging developers and community partners. Provided instruction on underwriting, capital structuring, and deal execution, while supporting participants in advancing real projects toward feasibility and financing. -
Affordable Housing | Multiple Projects
Advised nonprofit sponsors on structuring development projects, aligning funding sources, and navigating partnerships with developers, lenders, and public agencies to move projects toward execution. -
Mixed-Use Development | Southeast U.S.
Developed flexible financial models to test development scenarios, evaluate risk, and support decision-making across multiple design and financing approaches. Helped refine project strategy prior to capital commitment.