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The specialists

Investment analyst

A specialist agent. It runs in 3 workflows, does one job in each, and hands what it finds back to the lead agent. Your expert sees and decides on its findings; it never speaks to you directly.

Deal screenAsset due diligenceDecarbonization plan

What it does in each workflow

Deal screen

The cashflow in real dollars, with savings at the share you keep and capital counted over like-for-like. NPV at your discount rate, IRR against your hurdle, the value bridge, and a yes or no on each green financing program with the test that binds.

  • Step 5. Measures and valueReal-dollar cashflow, value bridge, financing tests.

Works from: The cashflow engine and the underwriting assumptions

Asset due diligence

The owner cashflow in today's dollars and the value bridge: the return on the retrofit capital through NOI, regulatory risk avoided and high-performance positioning, against your hurdle. Tests each green financing program (agency green loans where the asset qualifies, and C-PACE) and names the test that binds.

  • Step 8. Package choiceEach package run three ways for the choice.
  • Step 9. Value and positioningValue bridge on NOI, avoided risk and positioning; green financing tests.

Works from: The cashflow engine, your underwriting assumptions, lender program terms

Decarbonization plan

Builds the owner cashflow in one engine, in today's dollars: capex, incentives, the savings you keep, avoided fines and exit value. Reports IRR including exit against your hurdle (or NPV at the hurdle where no IRR solves), NPV at your discount rate, payback and the value bridge. A federal tax credit stays out of the base case unless you rule it in; its upside is stated.

  • Step 7. Package choiceEach package run three ways for the choice.
  • Step 8. EconomicsOwner cashflow in today's dollars: IRR, NPV, payback, exit value.

Works from: The cashflow engine and your underwriting assumptions

Put this to work on your buildings.

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