Investment Risk Analysis

At Pine Cone New World, we deliver a precise, investment-driven approach to real estate finance through our Advanced Pro Forma Investment Risk Analysis. This service integrates real estate finance, engineering economics, and risk modeling into a single, disciplined system that drives decision-making from project feasibility to final disposition. It reveals risk exposure, financial returns, capital requirements, tax incentives, and market sensitivity with accuracy at every stage of the development process. Built for developers, investors, and project managers who demand control over capital and outcomes, this analysis equips you to align financial strategy with real market conditions, risk thresholds, and long-term investment goals.

Some Of the Futures of Our Advanced Pro Forma

  • Gross property sizing

  • Total development costs

  • Dealership and bird dog fees

  • Live Treasury and mortgage rates

  • LTV for construction loans

  • Construction loan and interest

  • DSCR Perm Loan sizing

  • Perm. Loan points

  • Property tax

  • LERTA tax benefit

  • Stabilized operations evaluation

  • Sales proceeds

  • Depreciation schedule

  • OZ tax benefit

  • Taxable Income and Income Tax

  • AFTCF

  • NPV, IRR, equity multiple

  • Sensitivity analysis

  • Investment decision metrics

  • LP/GP waterfall modeling

  • Syndicated investor returns

  • APR calculations

  • Debt and capital schedule

  • 10-year projection

To get started with your Advanced Pro Forma analysis, submit key assumptions such as site address, unit count, gross building size, estimated development costs, projected rents or sales pricing, and any concept or schematic documents you’ve prepared. You may also include preferred financial targets like desired loan-to-value (LTV) ratios, target debt service coverage ratios (DSCR), and preferred investor returns to align the model with your goals. If certain details aren’t provided, market and industry-standard benchmarks will be applied. Once received, we’ll arrange a consultation to review the results, risks, and investment opportunities, and outline the next steps for your project.