As an Advisory company, we recommend investment strategies based on an investor profile. We work with our investors to identify potential investment properties, projected cash flow potential, and level of investment feasibility. This would include geographic recommendations, asset class recommendations, and applicable due diligence to establish an appropriate investment strategy. Understanding our clients’ goals is paramount to how SFI works to craft the proper advice strategy. We customize investment recommendations using our extensive market knowledge to match our clients with high-quality properties that meet their needs.

Our processes to providing our top-notch service are as follows:

● Create a customized investor profile inclusive of pertinent details to create a successful relationship. Our investor profile acts as a guide to clear and concise expectations of our clients to us and vice versa.

● Identify Your Financial Stage.

● Pick target Market(s), then analyze and rank Market and submarkets

● Decide Your Investment Property Criteria Portfolio Strategy by property type (desired product type, minimum/maximum price, debt requirements, determine time frame for property identification, and outline ideal escrow period.)

● Establish Real Estate Investment Strategy preferences' details (holding period, syndicate, etc.)

● Research tax implications of our real estate investment recommendations. Our specialty allows us to assist new and experienced investors in maximizing their tax benefits through investing.

● Asset analysis and opinion of value Property operations analysis by identifying potential risks and their effects associated with the investment.

● Specific assets buy-sell strategy by creating a business plan for assets including acquisition and disposition forecast planning to yield highest ROI.

Our firm will assist in identifying, sourcing, and analyzing investment properties based on your investor profile. We have experience across multiple real estate asset classes, providing our investors with a vast assortment of investment options. This process includes feasibility reports, due diligence, and the entire life cycle of the transaction process.

Improving the value of your property shouldn’t interrupt your day-to-day activities. This is why we work hard to eliminate this burden for our clients by managing the development of any construction project from tender to payment disbursement. All statutory requirements like obtaining planning permits and adhering to building regulations are taken care of by our in-house team and through collaboration with trusted industry professionals when necessary to achieve satisfactory results for our clients. Our services cover multiple phases of the construction process, including the following:

• Conceptualization

• Design

• Planning and cost estimation

• Assistance in acquiring permits and other necessary documents

• Construction and construction management

• Construction site safety

• Final inspections

Our Asset Management team would provide oversight and emphasize the process of maximizing the return on investment by creating an optimal strategy to maximize revenue and operations efficiency. In addition to working with our Acquisitions team to identify key investment opportunities, operations also evaluate our investors' tax implications and maintain applicable requirements for regulatory compliance. Additionally, the Operations team oversees general property operations for our Assets Under Management. Our processes would include the following:

During Operations, we evaluate key investment opportunities. Operations also evaluate our investor’s tax implications and maintain applicable requirements for regulatory compliance. Additionally, we oversee general property operations for our Assets Under Management.

● Acquisition Planning

● Continuously Evaluate Tax Implications

● Asset Management

Our specialized investment strategies also include disposition planning to ensure we assist in the appropriate exit strategy based on the overall portfolio strategy. While each organization has different disposition processes, our firm follows these five phases:

1. Strategy and Initial Pricing
In the first phase of CRE disposition, we outline an initial disposition strategy. The strategy and initial pricing phase of CRE disposition includes the following tasks: • Collect available property data from corporate, internet research, and local personnel.

• Identify potential barriers to the disposition (zoning and deed restrictions, known/unknown environmental issues, functional obsolescence, etc.).

• Determine potential price, competitive properties, marketing time, market vacancy, and absorption activity.

• Determine potential for alternative/higher value use (such as an industrial warehouse that is in a neighborhood that’s changing to multi-family residential).

• Contact economic development officials to explore incentives that may support a sale.

• Develop a tactical action plan in alignment with your business objectives.

• Identify any adverse conditions of the property and/or tenancy and determine if best to address any issues prior to presenting the property to the open market.

• Create a professional Offering Memorandum to include rent roll, cash flow analysis, comparable sales and lease transactions, market/submarket reports, tenant profiles, and detailed property information.

At the completion of phase one, the seller should have a disposition strategy and action plan that clearly aligns with business objectives, a disposition timeline, and initial pricing estimates.

2. Due Diligence and Final Pricing
Once a disposition strategy is put in place, the seller enters phase two: due diligence and final pricing. It is during this phase that the seller must confirm the unsupportive property’s strengths and weaknesses within the marketplace, identify any property condition issues, and finalize the property’s pricing. The due diligence phase of disposition typically includes:

• Facilitating property inspections and tours to identify strengths and limitations.

• Identifying the required property improvements to ensure market readiness.

• Evaluating data to confirm the agreed upon final price.

• Assist appraiser with access to property and supply details for recent comparable sales and leases as may be required.

• If the property has barriers described above, collecting, and understanding impediments to disposition, such as title, survey, environmental and physical condition challenges.

3. Marketing
The goals of marketing during CRE disposition are relatively straightforward and this phase involves:

• Analyzing market feedback and adjusting marketing strategy as necessary.

• Identifying prospective buyers and market test scenarios under non-disclosure agreements.

• Customizing marketing strategy based on outcomes of highest and best use scenarios.

• Using targeted advertising mediums, including print, web, and direct mail, to reach relevant decision makers.

• Addressing environmental issues, if any.

4. Negotiations
Following a successful marketing phase are negotiations with interested buyers. Our firm will lead the negotiations and communications phase of disposition to ensure you receive the best value for your property. Negotiations during disposition typically include tasks like:

• Coordinating input and directives from all stakeholders.

• Evaluating the economic, business, and legal terms (in conjunction with counsel) of offer(s).

• Outlining the strengths and weaknesses among competing proposals.

• Selecting a preferred offer and maintaining a secondary offer (when possible) as leverage.

• Developing, presenting, and negotiating counter offers.

• Finalizing economic, business, and legal terms with counsel for final purchase and sale agreement documentation.

After quantitative and qualitative comparisons of offers, negotiations come to a close often with a letter of intent, final recommendation, and a purchase and sale agreement.

5. Closing
The final phase of CRE disposition is the closing phase. The purpose of this phase is to ensure that the “spirit” of the negotiations is reflected in the final closing terms and includes the following steps:

• Reviewing the final transaction documentation with your legal counsel.

• Coordinating real estate transaction closing activities in conjunction with counsel and the title company.

• Ensuring compliance with contract documents (due diligence, waivers, contingency periods, etc.).

• Supporting internal and overseeing external public announcements.

• Coordinating the final execution of documents by all parties to the transaction.

• Managing final ownership transition and property turnover to the buyer.

After the transfer of the property’s title and funds, the disposition process is complete, and you have officially optimized your portfolio by divesting an asset.