What We Do

Comprehensive consulting
across every phase

Independent construction consulting for lenders and owners — from pre-closing document review through final Certificate of Occupancy.

Lenders reviewing construction funding documents
01

Lender Funding Processing

Our most comprehensive ongoing service — monthly field reports, status updates, and overall project progress evaluation that give lenders the documentation they need to fund with confidence.

Monthly field observation and funding reports
Contractor pay application review and validation
Schedule and budget variance tracking
Change order review and recommendation
Lien waiver collection and tracking
Punch list and CO coordination
02

Pre-Closing Services

Before a construction loan closes, lenders need an independent evaluation of the full project documentation package. We review everything in the file and produce a clear, actionable report identifying gaps, risks, and recommended conditions before funding begins.

Construction documents and specifications review
General contractor agreement analysis
Architect agreement review
Project schedule feasibility assessment
Budget adequacy and contingency evaluation
Pre-closing conditions and recommendations report
Signing construction loan documents before closing
Building safety inspection during property condition assessment
03

Property Condition Assessments

Pre-purchase physical condition evaluations covering structural, mechanical, electrical, and plumbing systems, deferred maintenance, and 5 to 10 year capital expenditure projections.

ASTM-aligned scope tailored to asset type and hold period
Structural, envelope, and MEP systems evaluation
Deferred maintenance and immediate repair identification
5 to 12 year capital expenditure projections
Findings prioritized for acquisition underwriting
Reports formatted for lenders, owners, and investors
04

HUD 2328 Estimates

Accurate square-foot cost extensions reflecting current Gulf South market conditions, drawn from decades of local construction cost experience and HUD program knowledge.

HUD 2328 format aligned with approved construction documents
Quantity takeoffs reconciled to plans and specifications
Gulf South unit costs based on current market conditions
Soft cost and contingency adequacy review
Independent opinion separate from developer estimates
Recommendations to support loan sizing and draw schedules
Construction team reviewing plans for HUD cost estimating
Owner representative discussing construction plans at a jobsite
05

Owner Representation

Focused, milestone-based consulting that gives owners informed oversight at critical project junctures without the overhead of a full construction management contract.

Milestone-based oversight at critical project junctures
GC contract and change order review on the owner's behalf
Schedule and budget variance monitoring
Draw and pay application verification
Field observation tied to contract documents
Clear, actionable reporting without full CM overhead
06

Draw Request Review

Rigorous review of contractor pay applications, lien waivers, and supporting documentation so lenders fund verified work — not paperwork alone.

AIA G702/G703 application and continuation sheet review
Schedule of values reconciliation with approved changes
Lien waiver collection through prior draw period
Stored materials documentation and insurance verification
Site observation confirming percentage complete
Updated schedule and delay recovery assessment
Consultants verifying construction plans during draw review

Work With Us

Not sure which service fits your project?

We tailor our scope to your exact needs — from a single pre-closing review to full-phase lender funding oversight.

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