Each team operates differently. Our services are designed to adapt — ready to support your process at any stage of the investment lifecycle.
Each team operates differently. Our services are designed to adapt — ready to support your process at any stage of the investment lifecycle.
Each team operates differently. Our services are designed to adapt — ready to support your process at any stage of the investment lifecycle.
Each team operates differently. Our services are designed to adapt — ready to support your process at any stage of the investment lifecycle.
Each team operates differently. Our services are designed to adapt — ready to support your process at any stage of the investment lifecycle.
Core Services
Core Services
Core Services
Core Services
Core Services
Acquisition Screening
Preliminary analysis to identify opportunities that warrant deeper underwriting.
Value-Add & Business Plan Modeling
Scenario modeling of renovations, lease-up pacing, development budgets, and capex to test execution feasibility and quantify upside.
Pro Forma & Deal Modeling
Purpose-built financial models tailored to each deal’s structure — including DCF, IRR, break-even analysis, sensitivity testing, and exit scenarios.
Deal Screening + Market Validation
Deal Screening +
Market Validation
Deal Screening + Market Validation
Deal Screening + Market Validation
Value-Add & Business Plan Modeling
Scenario modeling of renovations, lease-up pacing, development budgets, and capex to test execution feasibility and quantify upside.
Underwriting +
Deal Modeling
Acquisition Screening
Acquisition Screening
Acquisition Screening
Acquisition Screening
Preliminary analysis to identify opportunities that warrant deeper underwriting.
Preliminary analysis to identify opportunities that warrant deeper underwriting.
Preliminary analysis to identify opportunities that warrant deeper underwriting.
Preliminary analysis to identify opportunities that warrant deeper underwriting.
Capital +
Transaction Support
Market Validation & Comparative Analysis
Market Validation & Comparative Analysis
Market Validation & Comparative Analysis
Market Validation & Comparative Analysis
Comp-driven benchmarking and market research to validate assumptions, test scenarios, and strengthen investment theses.
Comp-driven benchmarking and market research to validate assumptions, test scenarios, and strengthen investment theses.
Comp-driven benchmarking and market research to validate assumptions, test scenarios, and strengthen investment theses.
Comp-driven benchmarking and market research to validate assumptions, test scenarios, and strengthen investment theses.
Exit +
Ongoing Analysis
Underwriting + Deal Modeling
Underwriting +
Deal Modeling
Underwriting + Deal Modeling
Underwriting + Deal Modeling
T-12 Rollup & NOI Adjustments
T-12 Rollup & NOI Adjustments
T-12 Rollup & NOI Adjustments
T-12 Rollup & NOI Adjustments
Consolidated trailing financials with normalized adjustments, producing underwriting-ready NOI.
Consolidated trailing financials with normalized adjustments, producing underwriting-ready NOI.
Consolidated trailing financials with normalized adjustments, producing underwriting-ready NOI.
Consolidated trailing financials with normalized adjustments, producing underwriting-ready NOI.
Lease Analysis & Forecasting
Lease Analysis & Forecasting
Lease Analysis & Forecasting
Lease Analysis & Forecasting
Abstracted lease terms and forward-looking cash flows that directly inform assumptions and valuation.
Abstracted lease terms and forward-looking cash flows that directly inform assumptions and valuation.
Abstracted lease terms and forward-looking cash flows that directly inform assumptions and valuation.
Abstracted lease terms and forward-looking cash flows that directly inform assumptions and valuation.
Value-Add & Business Plan Modeling
Value-Add & Business Plan Modeling
Value-Add & Business Plan Modeling
Scenario modeling of renovations, lease-up pacing, development budgets, and capex to test execution feasibility and quantify upside.
Scenario modeling of renovations, lease-up pacing, development budgets, and capex to test execution feasibility and quantify upside.
Scenario modeling of renovations, lease-up pacing, development budgets, and capex to test execution feasibility and quantify upside.
Pro Forma & Deal Modeling
Pro Forma & Deal Modeling
Pro Forma & Deal Modeling
Pro Forma & Deal Modeling
Purpose-built financial models tailored to each deal’s structure — including DCF, IRR, break-even analysis, sensitivity testing, and exit scenarios.
Purpose-built financial models tailored to each deal’s structure — including DCF, IRR, break-even analysis, sensitivity testing, and exit scenarios.
Purpose-built financial models tailored to each deal’s structure — including DCF, IRR, break-even analysis, sensitivity testing, and exit scenarios.
Purpose-built financial models tailored to each deal’s structure — including DCF, IRR, break-even analysis, sensitivity testing, and exit scenarios.
Capital + Transaction Support
Capital +
Transaction Support
Capital + Transaction Support
Capital + Transaction Support
Capital Stack Structuring
Capital Stack Structuring
Capital Stack Structuring
Analysis of equity and debt structures — including JV splits, preferred equity, and waterfall/promote models — aligned with project risk-return goals.
Analysis of equity and debt structures — including JV splits, preferred equity, and waterfall/promote models — aligned with project risk-return goals.
Analysis of equity and debt structures — including JV splits, preferred equity, and waterfall/promote models — aligned with project risk-return goals.
Capital Stack Structuring
Analysis of equity and debt structures — including JV splits, preferred equity, and waterfall/promote models — aligned with project risk-return goals.
Investment Memos & Committee Briefs
Investment Memos & Committee Briefs
Investment Memos & Committee Briefs
Investment Memos & Committee Briefs
Concise, investor-ready materials outlining deal rationale, risks, returns, and key assumptions.
Concise, investor-ready materials outlining deal rationale, risks, returns, and key assumptions.
Concise, investor-ready materials outlining deal rationale, risks, returns, and key assumptions.
Concise, investor-ready materials outlining deal rationale, risks, returns, and key assumptions.
Model Review & Optimization
Model Review & Optimization
Model Review & Optimization
Model Review & Optimization
Independent review and refinement of in-house models to ensure accuracy, clarity, and presentation quality.
Independent review and refinement of in-house models to ensure accuracy, clarity, and presentation quality.
Independent review and refinement of in-house models to ensure accuracy, clarity, and presentation quality.
Independent review and refinement of in-house models to ensure accuracy, clarity, and presentation quality.
Exit + Ongoing Analysis
Exit +
Ongoing Analysis
Exit + Ongoing Analysis
Exit + Ongoing Analysis
On-Demand Analytical Support
Flexible, as-needed support for teams needing quick turnaround, a second set of eyes, or a reliable partner under pressure.
Disposition & Exit Analysis
Disposition & Exit Analysis
Disposition & Exit Analysis
Disposition & Exit Analysis
Buyer-oriented underwriting and scenario testing to inform hold/sell decisions.
Buyer-oriented underwriting and scenario testing to inform hold/sell decisions.
Buyer-oriented underwriting and scenario testing to inform hold/sell decisions.
Buyer-oriented underwriting and scenario testing to inform hold/sell decisions.
On-Demand Analytical Support
On-Demand Analytical Support
On-Demand Analytical Support
On-Demand Analytical Support
Flexible, as-needed support for teams needing quick turnaround, a second set of eyes, or a reliable partner under pressure.
Flexible, as-needed support for teams needing quick turnaround, a second set of eyes, or a reliable partner under pressure.
Flexible, as-needed support for teams needing quick turnaround, a second set of eyes, or a reliable partner under pressure.
Flexible, as-needed support for teams needing quick turnaround, a second set of eyes, or a reliable partner under pressure.
Get In Touch
Get In Touch
Get In Touch
Get In Touch
Get In Touch
T-12 Rollup & NOI Adjustments
Consolidated trailing financials with normalized adjustments, producing underwriting-ready NOI.
Lease Analysis & Forecasting
Abstracted lease terms and forward-looking cash flows that directly inform assumptions and valuation.
Investment Memos & Committee Briefs
Concise, investor-ready materials outlining deal rationale, risks, returns, and key assumptions.
Model Review & Optimization
Independent review and refinement of in-house models to ensure accuracy, clarity, and presentation quality.
Market Validation & Comparative Analysis
Comp-driven benchmarking and market research to validate assumptions, test scenarios, and strengthen investment theses.
Capital Stack Structuring
Analysis of equity and debt structures — including JV splits, preferred equity, and waterfall/promote models — aligned with project risk-return goals.
Disposition & Exit Analysis
Buyer-oriented underwriting and scenario testing to inform hold/sell decisions.
Deal Screening +
Market Validation
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.