EXECUTION
EXECUTION
EXECUTION
EXECUTION
EXECUTION
Screening
Preliminary analysis to identify opportunities for deeper underwriting.
Business Plan Modeling
Scenario testing for renovations, lease-up, and capital projects.
Pro Forma Development
Deal-specific models including DCF, IRR, sensitivity, and exit analysis.



ACQUISITIONS
ACQUISITIONS
ACQUISITIONS
ACQUISITIONS
Business Plan Modeling
Scenario testing for renovations, lease-up, and capital projects.
UNDERWRITING

Screening
Screening
Screening
Screening
Preliminary analysis to identify opportunities for deeper underwriting.
Preliminary analysis to identify opportunities for deeper underwriting.
Preliminary analysis to identify opportunities for deeper underwriting.
Preliminary analysis to identify opportunities for deeper underwriting.
TRANSACTIONS

Lease Forecasting
Forward cash-flow modeling based on abstracted lease data.
Market Validation
Market Validation
Market Validation
Market Validation
Benchmarking and market research to test assumptions and support investment theses.
Benchmarking and market research to test assumptions and support investment theses.
Benchmarking and market research to test assumptions and support investment theses.
Benchmarking and market research to test assumptions and support investment theses.
PORTFOLIO




UNDERWRITING
UNDERWRITING
UNDERWRITING
UNDERWRITING
T-12 Rollup / NOI Analysis
T-12 Rollup / NOI Analysis
T-12 Rollup / NOI Analysis
T-12 Rollup / NOI Analysis
Normalized trailing financials producing underwriting-ready NOI.
Normalized trailing financials producing underwriting-ready NOI.
Normalized trailing financials producing underwriting-ready NOI.
Normalized trailing financials producing underwriting-ready NOI.
Lease Forecasting
Lease Forecasting
Lease Forecasting
Lease Forecasting
Forward cash-flow modeling based on abstracted lease data.
Forward cash-flow modeling based on abstracted lease data.
Forward cash-flow modeling based on abstracted lease data.
Forward cash-flow modeling based on abstracted lease data.
Business Plan Modeling
Business Plan Modeling
Business Plan Modeling
Scenario testing for renovations, lease-up, and capital projects.
Scenario testing for renovations, lease-up, and capital projects.
Scenario testing for renovations, lease-up, and capital projects.
Pro Forma Development
Pro Forma Development
Pro Forma Development
Pro Forma Development
Deal-specific models including DCF, IRR, sensitivity, and exit analysis.
Deal-specific models including DCF, IRR, sensitivity, and exit analysis.
Deal-specific models including DCF, IRR, sensitivity, and exit analysis.
Deal-specific models including DCF, IRR, sensitivity, and exit analysis.



TRANSACTIONS
TRANSACTIONS
TRANSACTIONS
TRANSACTIONS
Capital Structuring
Capital Structuring
Capital Structuring
Equity and debt modeling, JV splits, preferred equity, and promote structures.
Equity and debt modeling, JV splits, preferred equity, and promote structures.
Equity and debt modeling, JV splits, preferred equity, and promote structures.
Capital Structuring
Equity and debt modeling, JV splits, preferred equity, and promote structures.
Investment Memos
Investment Memos
Investment Memos
Investment Memos
Concise materials outlining rationale, risks, returns, and assumptions.
Concise materials outlining rationale, risks, returns, and assumptions.
Concise materials outlining rationale, risks, returns, and assumptions.
Concise materials outlining rationale, risks, returns, and assumptions.
Model Review / Optimization
Model Review / Optimization
Model Review / Optimization
Model Review / Optimization
Independent review and refinement of internal models.
Independent review and refinement of internal models.
Independent review and refinement of internal models.
Independent review and refinement of internal models.



PORTFOLIO
PORTFOLIO
PORTFOLIO
PORTFOLIO
On-Demand Support
Flexible analytical capacity for active pipelines and deadlines.
Disposition Analysis
Disposition Analysis
Disposition Analysis
Disposition Analysis
Buyer-oriented underwriting to support hold/sell strategy.
Buyer-oriented underwriting to support hold/sell strategy.
Buyer-oriented underwriting to support hold/sell strategy.
Buyer-oriented underwriting to support hold/sell strategy.
On-Demand Support
On-Demand Support
On-Demand Support
On-Demand Support
Flexible analytical capacity for active pipelines and deadlines.
Flexible analytical capacity for active pipelines and deadlines.
Flexible analytical capacity for active pipelines and deadlines.
Flexible analytical capacity for active pipelines and deadlines.
Get In Touch
Get In Touch
Get In Touch
Get In Touch
Get In Touch
T-12 Rollup / NOI Analysis
Normalized trailing financials producing underwriting-ready NOI.
Investment Memos
Concise materials outlining rationale, risks, returns, and assumptions.
Model Review / Optimization
Independent review and refinement of internal models.
Market Validation
Benchmarking and market research to test assumptions and support investment theses.
Capital Structuring
Equity and debt modeling, JV splits, preferred equity, and promote structures.
Disposition Analysis
Buyer-oriented underwriting to support hold/sell strategy.
ACQUISITIONS


75 State Street, Suite 100
Boston, MA 02109
info@bridgemontstrategies.com

2025 Bridgemont Strategies, LLC. All rights reserved.


75 State Street, Suite 100
Boston, MA 02109
info@bridgemontstrategies.com

2025 Bridgemont Strategies, LLC. All rights reserved.


75 State Street, Suite 100
Boston, MA 02109
info@bridgemontstrategies.com

2025 Bridgemont Strategies, LLC. All rights reserved.


75 State Street, Suite 100
Boston, MA 02109
info@bridgemontstrategies.com


2025 Bridgemont Strategies, LLC. All rights reserved.


75 State Street, Suite 100
Boston, MA 02109
info@bridgemontstrategies.com


2025 Bridgemont Strategies, LLC. All rights reserved.





