“Invest with Discipline. Execute with Speed.”

CRE Investment Consulting

We help sponsors and investors source, underwrite, and capitalize CRE deals with bank-grade rigor, combining lender experience, RTC workout know-how, and examiner insight.

$26.2 Billion CRE Portfolio Credit Risk 0versight – Former Federal Reserve Capital Markets and Credit Risk Examiner – Basel III/IV expertise – Former CRE Lender – UnderwriteIQ automation

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What You Need Solved

Inconsistent underwriting and optimistic business plans.
Capital stacks that don’t match risk or market cycles.
Slow, messy diligence across leases, appraisals, and legal docs.
Weak lender narratives that stall approvals and terms.
Limited scenario planning for rates, rollover, and exits.

What You Get

Institutional-grade models and defensible assumptions.
Optimized capital stacks with clearer risk/return.
Lender-ready packages that compress time to term sheet.
Streamlined diligence with audit-ready workpapers.
Actionable scenarios for downside and execution risk.

Our Services

We screen deals, build institutional models, optimize capital stacks, coordinate diligence, and negotiate terms, so you close faster with less risk.

Deal Screening & Feasibility

Rapid screens on rent, expenses, comps, and demand. Green-light only what clears risk and return hurdles.

Underwriting & Financial Modeling

Build cash flows, DSCR, sensitivities, and exits with UnderwriteIQ. Replace re-keying with standardized outputs.

Capital Stack Strategy & Placement Readiness

Structure senior, bridge, mezz, and JV equity. Prepare lender/LP materials that win terms—not debate.

Portfolio Strategy & Asset Optimization

Hold/sell analysis, business-plan resets, and KPI dashboards to drive operating alpha.

Due Diligence & Third-Party Coordination

Coordinate appraisals, environmental, and engineering. LeaseIQ and DocumentationGPT surface red flags early.

JV, Waterfall & Promote Design

Align incentives with practical waterfalls and governance that withstand stress and scrutiny.

Lender Strategy & Term Sheet Negotiation

Craft the credit story, manage Q&A, and negotiate covenants, reserves, and milestones.

Workout & Restructuring Advisory

Battle-tested guidance from RTC-era resolutions—protect value when conditions turn.

How We Work

Deliverables: Lender-ready model and memo, diligence checklist, lease abstracts, appraisal variance table, risk register, and action plan.

Who We Serve

Developers and sponsors - Family offices and private equity - Institutional LPs - Lenders evaluating JV opportunities.

Why LakeRock

LakeRock Investment Consulting FAQ

Quick answers on scope, timelines, deliverables, fees, and how we partner with your team.

Do you raise capital directly?

We advise on structure and prepare materials; when we make introductions, it is advisory support.

How long does an engagement take?

Most deals move from intake to lender-ready in 2–4 weeks, depending on complexity.

How do you work with our broker and counsel?

We coordinate diligence and unify the credit story to reduce rework and delays.

Will you replace our acquisitions team?

No. We augment your team with underwriting depth and lender-ready packaging.

What asset types do you cover?

Multifamily, industrial, retail centers, mixed-use, office repositioning, and select specialty assets.

How are fees structured?

We scope fixed-fee or retainer engagements with milestone deliverables; if you request capital introductions, any success-based compensation runs through licensed partners; our role remains advisory and not an offer to sell securities.