Our Process
Every real estate outcome is shaped long before a deal closes.
It’s shaped by how opportunities are sourced, how assumptions are tested, and how decisions are made when conditions change.
At Equitify, our process is designed to be clear, disciplined, and practical - built to support real-world execution, not just good-looking models.
How We Work
It’s shaped by how opportunities are sourced, how assumptions are tested, and how decisions are made when conditions change.
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 and return expectations
- Risk tolerance and downside priorities
- Time horizon and liquidity needs
- Asset type, geography, and operational complexity
This step is about removing ambiguity early.
When objectives are clear, decisions later in the process become faster and better.
Timeline
Ongoing
02
Targeted Sourcing & Opportunity Selection
We don’t believe in broad deal flow for its own sake.
Opportunities are sourced through:
- Direct owner relationships and off-market channels
- Long-standing broker and institutional networks
- Targeted market coverage in growth-driven submarkets
Each opportunity is filtered against the original mandate.
If it doesn’t fit, it doesn’t move forward.
Timeline
4 - 8 Weeks
03
Underwriting & Market Review
Every deal is evaluated with the same level of scrutiny - regardless of size.
This stage includes:
- Financial underwriting and scenario analysis
- Market and submarket fundamentals
- Lease structure, tenant quality, and rollover risk
- Comparable sales and pricing benchmarks
Our focus isn’t on selling the upside. It’s on understanding the assumptions that matter, and where pressure might show up first.
Timeline
Ongoing
04
Structuring & Negotiation
This is where preparation turns into leverage.
We manage:
- Deal structure and pricing strategy
- Coordination with lenders and capital partners
- Contract and term negotiation
- Risk allocation across legal, financial, and operational items
The goal is straightforward: protect capital, maintain flexibility, and avoid surprises later.
Timeline
Ongoing
05
Due Diligence & Closing
Due diligence is treated as a managed process, not a checklist.
We coordinate:
- Legal, financial, and physical diligence
- Third-party consultants and advisors
- Timelines, deliverables, and issue resolution
- Closing execution across all parties
Clear communication and steady coordination are what keep deals on track at this stage.
Timeline
Ongoing
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 and stabilization
- Property and asset management coordination
- Performance tracking against original assumptions
- Strategic planning around hold, refinance, or exit
This ensures the original strategy stays connected to day-to-day execution.
Timeline
Ongoing
07
Why Our Process Matters
Most challenges in real estate don’t come from the market. They come from unclear objectives, rushed decisions, or misaligned expectations.
Our process exists to:
- Create clarity early
- Support consistent decision-making
- Reduce execution risk
- Deliver outcomes that align with intent, not just projections
Timeline
Ongoing
Our Track Record
Performance metrics that demonstrate our commitment to excellence
