Equitify Process
Our Method
Six refined steps. One exceptional outcome.
01
Understanding the Mandate
Every engagement starts with alignment. Before we look at assets or markets, we take the time to understand your investment objectives, return expectations, and asset preferences including type, geography, and operational complexity.
- Risk tolerance and downside priorities
- Time horizon and liquidity needs
- Strategic fit with existing portfolio
02
Targeted Sourcing & Opportunity Selection
We don’t believe in broad deal flow for its own sake. Opportunities are sourced through direct owner relationships, off-market channels, and our long-standing broker and institutional network.
03
Underwriting & Market Review
Every deal is evaluated with the same level of scrutiny—regardless of size. This stage includes comprehensive financial underwriting, scenario analysis, and detailed market and submarket fundamentals review.
- Lease structure, tenant quality, and rollover risk
- Comparable sales and pricing benchmarks
- Sensitivity testing across key assumptions
04
Structuring & Negotiation
This is where preparation turns into leverage. We manage deal structure, pricing strategy, and contract negotiations while ensuring risk allocation across legal, financial, and operational items.
05
Due Diligence & Closing
Due diligence is treated as a managed process, not a checklist. We coordinate legal, financial, and physical diligence alongside third-party consultants and advisors to ensure thorough review.
- Timelines, deliverables, and issue resolution
- Closing execution across all parties
- Final document review and fund coordination
06
Post-Closing Oversight
Closing isn’t the end of the work, it’s the transition point. Depending on the engagement, we continue to support asset onboarding, stabilization, and property management coordination.