FINANCIAL LENDER RISK AVOIDANCE
FINANCIAL LENDER RISK AVOIDANCE
Pomroy Associates Provides Vital, Reliable, and Comprehensive Financial Lender Risk Avoidance Services
Pomroy Associates provides a host of vital professional services to lenders, investors, and other financers to help them limit risk and ensure financial due diligence. We customize our service offerings to suit the particular needs of our clients. Please reach out to discuss how Pomroy Associates may be of assistance to you.
Pomroy Associates Provides Vital, Reliable, and Comprehensive Financial Lender Risk Avoidance Services
Pomroy Associates provides a host of vital professional services to lenders, investors, and other financers to help them limit risk and ensure financial due diligence. We customize our service offerings to suit the particular needs of our clients. Please reach out to discuss how Pomroy Associates may be of assistance to you.
Pre-Closing Development and Acquisition Due Diligence
Pomroy Associates provides local and national lenders, Real Estate Investment Trusts, and investment groups with pre-closing real property and development acquisition due diligence. Traditional services for developed properties include: property condition surveys, lease abstracts, rent roll reviews, and capital improvement plans. Traditional services for to-be-developed projects include: review and analysis of all construction-related documents, cost estimating, development budget analysis, and schedule analysis.
Financial Lender Development Project Inspections
Pomroy Associates provides local commercial lenders with development and construction services, such as: pre-closing development financing due diligence, construction monitoring services, monthly construction inspections. Traditional pre-closing services include review and analysis of all construction-related documents, budget and schedule analysis, establishment of the monthly payment process, and project site inspections.
Monthly services include a detailed project inspection recording all progress, confirmation that construction is substantially in conformance with the record drawings, inventory or stored materials, review of material-testing reports, quality control inspections, and review of all changes that could impact the project budget or schedule. The monthly inspections also include a full payment application review, budget update, lien waiver analysis, progress report, and payment certification.
Portfolio Management
Pomroy Associates represents private institutions, national companies, and local municipalities in their physical plant asset evaluations, capital asset management, and overall property portfolio management. Our clients’ portfolios vary from 11 properties locally, to 350 nationally. Our services range from initial Capital Needs Assessments to Annual Update Assessments, and, in many cases, management of the actual capital improvements.
Typically, we will conduct comprehensive property inspections, review available records, assess code compliance, and analyze accessibility. We create a clear and concise report of our findings in a client-specific format which identifies, quantifies, and helps plan for any necessary improvements with respect to code deficiencies, deferred maintenance, and systems upgrades. We mobilize a team of construction experts, architects, service vendors, and structural, electrical, and mechanical engineers, or any other required specialist necessary to evaluate a property.
Pre-Closing Development and Acquisition Due Diligence
Pomroy Associates provides local and national lenders, Real Estate Investment Trusts, and investment groups with pre-closing real property and development acquisition due diligence. Traditional services for developed properties include: property condition surveys, lease abstracts, rent roll reviews, and capital improvement plans. Traditional services for to-be-developed projects include: review and analysis of all construction-related documents, cost estimating, development budget analysis, and schedule analysis.
Financial Lender Development Project Inspections
Pomroy Associates provides local commercial lenders with development and construction services, such as: pre-closing development financing due diligence, construction monitoring services, monthly construction inspections. Traditional pre-closing services include review and analysis of all construction-related documents, budget and schedule analysis, establishment of the monthly payment process, and project site inspections.
Monthly services include a detailed project inspection recording all progress, confirmation that construction is substantially in conformance with the record drawings, inventory or stored materials, review of material-testing reports, quality control inspections, and review of all changes that could impact the project budget or schedule. The monthly inspections also include a full payment application review, budget update, lien waiver analysis, progress report, and payment certification.
Portfolio Management
Pomroy Associates represents private institutions, national companies, and local municipalities in their physical plant asset evaluations, capital asset management, and overall property portfolio management. Our clients’ portfolios vary from 11 properties locally, to 350 nationally. Our services range from initial Capital Needs Assessments to Annual Update Assessments, and, in many cases, management of the actual capital improvements.
Typically, we will conduct comprehensive property inspections, review available records, assess code compliance, and analyze accessibility. We create a clear and concise report of our findings in a client-specific format which identifies, quantifies, and helps plan for any necessary improvements with respect to code deficiencies, deferred maintenance, and systems upgrades. We mobilize a team of construction experts, architects, service vendors, and structural, electrical, and mechanical engineers, or any other required specialist necessary to evaluate a property.
“I have come to trust and have complete confidence in Pomroy’s ability to provide construction cost estimates, inspect progress of construction to approve funding requests and manage projects.”
-Peter Dello Russo, Senior Vice President Bridgewater Savings