For a premier real estate investment firm with a portfolio of over 95,000 multifamily units, maintaining precise financial analysis and streamlined underwriting processes is essential for continued growth and efficiency. With a focus on acquisition, management, and refinancing, the client sought expert support to enhance their financial operations as they expanded. Key challenges included organizing and coding rent rolls and T12s for acquisitions, preparing accurate financial models, and gathering critical market research for investment decisions.

Gallagher & Mohan stepped in to provide dedicated financial analysis and underwriting support, enabling faster, more accurate decision-making. Our team structured and coded rent rolls, prepared unit count data for internal evaluations, and assisted in gathering vendor quotes for refinancing projects. We also provided crucial market insights and supported due diligence processes, including managing data rooms and conducting sponsor evaluations for Freddie Mac's VPs Program.

With Gallagher & Mohan’s assistance, the client achieved enhanced underwriting precision, improved acquisition efficiency, and optimized market analysis. Our structured approach to financial analysis not only accelerated investment decisions but also enabled the firm to maintain its position as one of the top multifamily property owners in the U.S. This case study highlights the impact of our tailored solutions on their success.