Objective, data‑driven models you can trust — no sales agenda, only strategic clarity
When you own or inherit commercial real estate, the future isn’t guaranteed. Markets shift, cap rates compress or expand, and operational risks can erode value. That uncertainty often leads to hesitation, overpriced exits, or missed opportunities. At SM RE USA, our Income & Valuation Forecasting service gives you clarity. Using appraisal‑grade modeling, we forecast multi‑year revenue, predict value trajectories, and stress-test assumptions — so your decisions are grounded in objective insight, not wishful thinking.
Who this Serves
This service is ideal for:
Professional CRE Investors evaluating hold vs. exit strategies
Heirs / Inheritors seeking clarity on an unfamiliar asset
Family Offices planning cash flows and distribution strategy
Lenders & Capital Partners vetting underwriting assumptions
Owner-Users considering monetization, sale-leaseback, or repositioning
What You Receive (Scope & Deliverables)
Multi-Year Income Projection Revenue & expense modeling at the lease level, including vacancy assumptions, escalations, expense line items, and “drill-down” sensitivity analysis.
NOI Forecasting & Cash Flow Modeling Transparently build net operating income, capital reserves, and distribution forecasts.
Valuation Forecasting / DCF Modeling Discounted Cash Flow engine using conventional and custom discount rates; value curves over time.
Scenario & Sensitivity Analysis Base case, upside, and downside scenarios based on cap rate shifts, market cycles, expense shocks, and rent volatility.
Strategic Outcome Mapping What happens if you hold 5, 10, or 15 years? When does disposition make sense? How resilient is your model?
Decision Support Package Visual dashboards, interpretive memos, assumption review sessions, and planning guidance.
Third‑Party Friendly Documentation Reports suited for lenders, legal review, trustee oversight, or investor committees.
Why Our Approach stands apart
Valuation-First, Not Transaction-First We don’t have “skin in the game” pushing you to buy, sell, or refinance. Our allegiance is to truth, not commission.
Objective & Independent You get modeling free from bias or hidden incentives — your numbers, your choices, your alignment.
Precision That Matters We build forecasts with the rigor that appeals to financial stakeholders, legal teams, and capital markets.
Adaptive, Not Static Rather than a fixed pro forma, we deliver scenario-based work that flexes with changing market dynamics.
Fiduciary-Grade Transparency Every assumption is documented and defensible — we show you what moves the model, not hide it.
Process / how it works
Kickoff & Data Intake We request existing financials, lease abstracts, market comps, expense data, and client goals.
Assumption Workshop We review assumptions with you (market growth, vacancy, cap rate expectations) to adapt to your risk posture.
Model Build We build your base model ~5–10 years out, embed scenario toggles, and test sensitivity levers.
Review & Refinement We walk through results, validate assumptions, stress-test, and allow your feedback to refine.
Final Deliverable You receive a polished forecasting package: dashboards, model file (if applicable), narrative memo, and planning recommendations.
Optional Updates & Monitoring For clients who want ongoing forecast refreshes (semiannual or annual), we can do that too.
Benefits & Outcomes
Greater confidence in hold vs. exit decisions
Lower risk exposure to revenue volatility
Stronger negotiation power with buyers, lenders, and partners
Clearer roadmap for value maximization
A defensible financial story for tax, estate, or fiduciary review
Property Types we cover
At SM RE USA, we provide income & valuation forecasting for a wide range of commercial real estate assets, including:
Multi-Family
Industrial
Retail
Office
Mixed-Use
Land
Each property type presents unique opportunities and challenges. Our team leverages deep market insights and data-driven analysis to help clients optimize asset performance, evaluate hold-sell strategies, and align positioning with long-term investment goals.
Ready for clarity in uncertainty?
Let’s forecast your asset’s future with precision and objectivity.
📞 Call us at (310) 650-8798 📧 Email:sam@smreusa.com 📍 Serving: Los Angeles, Orange County, Long Beach, and Southern California
