Most allocators inherit a deal flow problem disguised as a research problem. The
bottleneck isn't access to alternatives, it's the capacity to underwrite, monitor, and
position them with conviction
When Comparing 1-4 Offerings
Receive a normalized comparison to determine whether to proceed, diligence further, or avoid.
When an offering that requires further conviction
Rebuilt assumptions, fee and economics diagnosis, downside sensitivity, leverage and liquidity review, and a risk-adjusted view.
For 2-3 serious options under active consideration
Side-by-side underwriting, with economics, fee structure, liquidity, exit path, key risks, and decision rationale clearly documented.
For ongoing alternatives research support
A permanent intelligence layer across the alternatives sleeve: biweekly working meetings, quarterly monitoring reports, on-demand underwriting and comparison support, active real estate pipeline development, and Resi-Alpha analytics access.



Comparing 1-4 offerings?
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Start with a Decision Snapshot
Delivery: 1-3 Business Days
Have one live deal or fund?
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Start with an Underwriting Memo
Delivery: 3-5 Business Days
Down to a few serious options?
⬇
Start with a Comparison Memo
Start with an Comparison Memo
Delivery: 7-10 Business Days
Need ongoing alt intelligence?
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Start with the Alternative Intelligence Suite
Implementation: 4 Weeks

Dan's weekly read on capital flows, allocation strategy, and the residential alpha thesis. For RIAs and Family Offices.
Our standing exercise in arguing the other side of market consensus, not because we believe it, but because we don't trust a thesis we haven't stress-tested.
Press & media inquiries
