Investment Services
Through in-depth financial analysis, SVN Summit evaluates key factors such as market conditions, projected returns, and overall asset viability. This expertise ensures investors make informed decisions that align with their financial goals and risk tolerance.
Key Investment Services Include:
- Investment Analysis and Advising
- Loan Request Proposal Creation
- Financial Analysis and Capital Planning
- Strategic Investment and Asset Growth
Services for Investors
A key value-add that sets SVN Summit apart is its ability to create loan request proposals for lenders. Understanding exactly what lenders require allows SVN Summit to streamline the financing process, reducing hurdles and expediting approvals. This capability enhances deal efficiency, making investment opportunities more accessible and reducing the complexities associated with securing funding.
SVN Summit also specializes in conducting ROI (Return on Investment) and ROE (Return on Equity) analysis to help investors determine capital needs and CapEx (capital expenditures). By preparing a detailed pro forma, SVN provides a clear picture of a stabilized ROI once an investor acquires and enhances the asset. This strategic approach ensures that investments are optimized for long-term growth and profitability.
PRODUCT TYPES SERVED
OFFICE
RETAIL
INDUSTRIAL
MULTIFAMILY
HOSPITALITY
LAND
CASE STUDY: Excess Land Value Add
Currently, SVN Summit is in the process of acquiring a 14-acre industrial mixed-use property with excess land. By structuring the deal strategically, SVN estimates that the building alone will be worth $3.5 million post-investment, effectively acquiring the land at no additional cost.
This approach exemplifies SVN Summit’s commitment to maximizing ROI through innovative investment strategies. Whether advising on asset acquisition, structuring financing, or developing value-enhancing strategies, SVN Summit delivers expert investment services tailored to achieving the highest possible returns.