Current investor-facing offering deck. Deal overview, sponsor track record, market thesis, capital stack, return scenarios, and MTM cap-rate bridge.
Side-by-side base / upside / downside cases. Holds, refi paths, sale-year sensitivity to cap rate, and equity-multiple/IRR ranges.
Current institutional offering deck. Sponsor, market thesis, capital stack, LP waterfall, return scenarios (land-price, hold period, CVS, stress) — all numbers source-of-truth from the MTM Operating Model.
Standalone presentation of the mark-to-market thesis. NOI bridge, tenant-level MTM table, cap-rate sensitivity to market rent, and rollover timing — packaged for investor sharing.
In-place vs. stabilized NOI bridge. ~$418K NOI uplift (+22%), ~95–100 bps cap-rate pickup net of $1.53M TI/LC. Tenant-level MTM table and rollover schedule.
Full operating model: NOI build, debt service, refi mechanics, LP waterfall (1.25× pref, 80/20 promote), and four sensitivity tabs — Land Price, Hold Period, CVS, Stress. All formula-driven from the Inputs sheet. Source-of-truth for the v12 deck.
Operating model and IRR waterfall with cost-segregation tax treatment, depreciation, and after-tax returns to LPs.
Build-out analysis for the upper-floor expansion opportunity. Cost estimate, incremental rent capture, and yield-on-cost.
Cost-segregation overview and after-tax IRR uplift, plus pass-through entity-level considerations.