METHODOLOGY & RESOURCES
The framework behind every valuation.
Our white papers document the full Valuation+ methodology — so you can evaluate the process before you ever engage us.
Our methodology, in writing.
WHITE PAPER · DOWNLOAD
Transitional Real Estate Credit Valuation
Bridge, construction, and transitional loans are short in stated term but long in idiosyncratic risk. This paper documents our approach: loan lifecycle classification (origination → modified → NPL → REO), market-anchored discount rate build-ups, business-plan cash flow modeling, and the quarterly surveillance record.
3 pages · PDF · 2026 edition · Read the summary →
WHITE PAPER · DOWNLOAD
NPL Portfolio Valuation
Valuing non-performing loan portfolios demands more than collateral haircuts: risk-bucket segmentation, synthetic credit risk indexes, achievement-ratio cash flow calibration, and a fund-level reporting layer that gives LPs a defensible quarterly view.
3 pages · PDF · 2026 edition · Read the summary →
WHITE PAPER · DOWNLOAD
Build-to-Rent Community Valuation
BTR communities are Level 3 from day one and change character as they lease up, stabilize and refinance. This paper documents our approach: lease-up lifecycle classification, REIT-anchored discount and exit cap rates, business-plan cash flow modeling through agency take-out, and the quarterly surveillance record.
4 pages · PDF · 2026 edition · Read the summary →
Want to see the methodology applied to your book?
Additional methodology pieces — residential land banking and model home sale-leaseback valuation — are available to prospective clients on request.