Lakeside HoldingsLAKESIDE HOLDINGS
02 / Consulting

Consulting.

We consult on deals, build the systems you run on and audit the models your capital depends on.

The practice index
01

Investment consulting.

A second set of institutional eyes before capital commits. We take positions, not notes, and every recommendation arrives with the numbers that earn it.

  • Acquisition and disposition strategy built from submarket supply, basis and exit-liquidity analysis
  • Independent underwriting reviews: assumptions re-derived, debt re-sized to the binding constraint, returns reconciled line by line
  • Custom model builds to institutional convention: locked engine, unlocked inputs, audit rows on the face of every tab
  • Retained consulting across active pipelines, with committee-ready exhibits behind every recommendation
02

AI implementation.

Practical systems your team runs every day: intake, screening, document review, reporting. Built into your workflow and held to your standards.

  • Deal intake and screening workflows that triage the pipeline against your hurdle rates before an analyst touches it
  • Lease and loan abstraction: terms, dates and covenants extracted to a verified register with source-page references
  • Reporting automation that reads from the models you already run, not from a parallel system that drifts
Proprietary AI

We license the AI we run our own capital on.

Selectively, and only after a conversation. Qualification starts on the call.

Inquire on a Call
03

Model review & audit.

Most underwriting errors are silent until capital commits. We audit the models your deal already runs on, however they were built, and put every formula, assumption and allocation on the record first. Read the five errors we look for first.

  • Formula-level review of every tab, then independent recalculation of the full model in a second engine, reconciled output by output
  • Stress and scenario testing across exit caps, rollover timing and rate paths, with pass and fail conditions documented before the runs
  • A written findings memo quantifying every exception: the mechanism, the direction of bias and the impact in basis points and dollars
  • The corrected file restated to institutional convention, audit checks embedded so the fix stays verifiable on its face
04

Property underwriting.

One building, underwritten like a principal before capital commits. Rent roll and trailing 12 in, the full institutional picture out: modeled NOI, debt sizing, ten year cash flows and returns across the whole range of prices you might pay. Fixed fee, five business days, delivered with a written memo and a walkthrough call. Buy the report below, $950.

  • Modeled NOI from the rent roll and operating history, in-place and stabilized on separate lines
  • Debt sized to the binding constraint: DSCR, LTV and debt yield at current market terms
  • Sensitivity grids across price, rent growth and exit cap rate
  • IRR, equity multiple and cash-on-cash at a range of acquisition prices
All that we examine

Income. In-place rents against market, loss-to-lease, vacancy and credit loss, recovery structures read from the leases.

Expenses. Trailing 12 normalization, taxes re-estimated at each price scenario, management and reserves at convention.

The NOI bridge. In-place to stabilized with every assumption on its own line, nothing buried in a cell.

Debt. DSCR, LTV and debt yield sizing at current market terms, interest-only and amortizing cases side by side.

The capital plan. Capex and leasing costs on their own schedules, carried through the hold.

Cash flows. Ten year hold with exit modeled at a range of cap rates, CRE convention throughout.

Returns. IRR, equity multiple and cash-on-cash at a range of acquisition prices, so the decision reads at a glance.

The checks. Audit rows and tie-outs embedded on every sheet, so the work stays verifiable after delivery.

Analytical work product. Not an appraisal and not a broker opinion of value.

Fixed-fee engagements

Set prices. Buy now, email your file and work starts the same business day.

The Model Audit cover Engagement

The Model Audit

Send us your model. We recalculate it in a second engine and return a findings memo plus a walkthrough call within 48 hours.

$499 / one-time
Buy the audit
Custom Model Sprint cover Engagement

Custom Model Sprint

One focused sheet built to your spec in five business days. Lakeside format, locked formulas, one revision round included.

$750 / one-time
Buy the sprint
Property Underwriting Report cover Engagement

Property Underwriting Report

A complete institutional underwriting of one property: modeled NOI, debt sizing, cash flows, sensitivity grids and returns across a range of prices. Five business days.

$950 / one-time
Buy the report
Custom Model Full Build cover Engagement

Custom Model, Full Build

A complete underwriting engine for your deal type: sensitivity grids, audit rows, branded charts and a handoff call. Ten business days.

$2,500 / one-time
Buy the build
How engagements run
01

Discovery call

Thirty minutes on your deal, your process and what you need. Free.

02

Scoped proposal

A clear scope, timeline and price within one business day.

03

Delivery and support

Documented work, a walkthrough and support after handoff.

Start here

Thirty minutes. No charge. Usually enough to know.

Book a Free Call

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