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CAPITAL ADVISORS
Approach
Our Process
Client Questionnaire
We take our responsibility of onboarding new prospective clients very seriously. We’ve developed a detailed application and questionnaire process that allows us to streamline our ability to assess a prospect’s profile and the problem they are looking for us to solve.
This process can take anywhere between 20 to 30 minutes in total. To begin, please just take a few minutes to use our online intro form by clicking on the “Get Started” button on the home page. Later, we will have a separate, more detailed questionnaire to assess your background. We find this part of the process absolutely necessary when dealing with any new clients.
If we don’t think we can help you based on what you’ve presented to us, we’ll tell you right away and won’t waste any of your time. If we think that we can refer you to another group that can better meet your needs, we will more than happily make introductions for you and, of course, disclose any conflicts of interest or referral agreements upfront.
Intro Client Sync
These calls are 30-45 minutes, and they allow us to hear from the client directly of what problems and their nuances they are facing. It also allows the client the opportunity to assess our potential solutions once we get an understanding of their particular situation.
Follow Up Screening and Due Diligence
To ensure any confusion is cleared on our end before devising potential solutions, we usually dive deeper into the client’s background by asking certain follow up questions to capture information not yet given from previous interactions.
Also, we exercise preliminary due diligence by requesting certain information surrounding the client’s investments and financials. This is to ensure we have sufficient information to act as a fiduciary to the maximum capacity.
Proposal and Engagement
Within just a few days after our screening and due diligence, we put together a proposal of potential solutions and present them to the client for the scope of the work, the timeline to completion, and logistical expectations of the project.
We try to include a variety of options and pricing structures to give the client the choice of the structure they think best suits them.
If the agreement agrees with the terms of the proposal, we send our advisory/consulting contract for review and signature.
Work and Delivery
Once we are engaged, our guarantee is that we will deliver on our project’s proposal with no extensions of timeline and a quality of deliverables that is at least, if not better, than expectations.
We also welcome feedback from our clients to give us room to improve the deliverables in time for us to deliver the best possible end product possible.
Products Coverage
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Private Real Estate
Commercial - Office, Hospitality, Retail, and Industrial
Residential and Multihousing - SFR/BTR, Multifamily,
RV/Manufactured Housing, Student Housing, and Senior Housing
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Private Placements - Debt and Equity Offerings
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Real Estate Syndications, DPPs, TICs, LP/GP
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Real Estate Private Credit (e.g. promissory notes, mezzanine debt)
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ABS and MBS and Mortgages and Mortgage Receivables
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Other Real Assets (Infrastructure and Commodities)
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Real Estate Derivatives: Forwards, Swaps, Options, and Futures
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Equity and Debt Participation Certificates
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Relevant Financial Instruments: Financial Swaps, CAT Bonds, RE and MBS Indices, etc.
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Proptech Venture Capital and Real Estate Related Private Equity
Who We Serve
Institutions and Qualified Purchasers
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Private Funds (PE, HF, VC, REPE)
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Family Offices
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Alternative Investment Managers and Sponsors (e.g. RE Developers and Operators)
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Insurance Companies
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Pension Funds
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Banks (Merchant, Retail, Investment)
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Endowments
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Sovereign Wealth Funds
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Corporations
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Broker-Dealers and RIAs
Non-Institutional Investors and Financial Advisors
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Accredited Investors (HNWIs, UHNWIs, Qualified)
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RIAs and IARs (Discretionary and Non Discretionary)
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Retail Investors