Know what the deal can actually support before you commit the capital.
Underwriting and feasibility for boutique inns, retreats, and nature-based hospitality. I model the real estate and the operating business together, so owners, operators, and investors can decide what to buy, what to fix, and how much capital it really takes.
6 years in real estate finance · $800M+ in transaction volume at Cushman & Wakefield · Two $4M capital raises managed to close · Private equity analytics
Selected Work
Case study
Before the Raise: Integrated Underwriting for a Regenerative Real Estate, Hospitality and Farm Project
The first pro formas for each business and the company as a whole, a clear view of what was holding the return down, and a defined 60 to 90 day plan for the founder to test before seeking capital.
The real estate, hospitality, and farm businesses each penciled on their own. Modeling them together showed why the projected investor return still fell short.
Have a project with several connected revenue streams?
Two ways to work together
Deal Feasibility Sprint
For investors and owners weighing an acquisition, expansion, or new guest offering.
In two to three weeks: an integrated model of the property and the operating business, upside and downside scenarios, and a one-page memo on what the deal can support and what it would take to make it work.
Capital & Operations Plan
For operators who need new capital and a stronger business to justify it.
Rebuild the financial picture, find where margin is leaking and where revenue can grow, and turn it into a plan and materials you can take to investors or lenders.
I’m especially drawn to regenerative and nature-based hospitality, where the land, the guest experience, and the local community shape what gets built and how it operates.
What the work can include
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