How we engage
Hire one task, or the whole job
Every vertical can be hired four ways: a single task, a single phase, a point in time, or start to finish. Here is what each one means, what it looks like in each vertical, and how it is paid.
Single task
One defined deliverable with a fixed scope, for example one underwriting model or one drawing set review.
Single phase
Every service in one phase of the vertical, run as one engagement, for example due diligence or entitlement and design.
Point in time
An independent check at a decision point: before IC, before a draw is funded, before a bid is awarded, before a permit submission or before a bid day. Short, fixed scope.
Start to finish
The whole vertical, from the first phase through the last, under one engagement letter and one lead.
Model 1
Single task
One defined deliverable with a fixed scope, for example one underwriting model or one drawing set review.
Fee. Flat fee per task.
DD set drawing review, developer and unit modes, with a priced issue log
Turnaround: 5 business days
Fee: Flat per task
AcquisitionsUnderwriting and max price on a condo bulk purchase
Turnaround: 3 to 5 business days
Fee: Flat per task
BrokerageBroker opinion of value for a bank's REO
Turnaround: 3 to 5 business days
Fee: Only through [Brokerage Name]
SystemsOne job built on your template, for example consultant leveling
Turnaround: 1 to 2 weeks
Fee: Flat per task
Model 2
Single phase
Every service in one phase of the vertical, run as one engagement, for example due diligence or entitlement and design.
Fee. Flat fee per phase, or a recurring monthly fee for the length of the phase.
Preconstruction: GC bid leveling, GMP negotiation and buyout tracking
Turnaround: 4 to 8 weeks
Fee: Flat per phase or recurring monthly fee
AcquisitionsDue diligence phase: request list, tracker, data room, lien search and DD memo
Turnaround: 30 to 60 days
Fee: Flat per phase or recurring monthly fee
BrokerageDistressed sourcing for a buyer's buy box across three counties
Turnaround: Weekly, for the term of the buyer agreement
Fee: Only through [Brokerage Name]
SystemsInstall and launch on one live project
Turnaround: 4 to 6 weeks
Fee: Install fee
Model 3
Point in time
An independent check at a decision point: before IC, before a draw is funded, before a bid is awarded, before a permit submission or before a bid day. Short, fixed scope.
Fee. Flat fee per check.
Second opinion on a pro forma before IC
Turnaround: 3 business days
Fee: Flat per task
AcquisitionsCheck of a seller's T-12 and rent roll before the LOI
Turnaround: 2 business days
Fee: Flat per task
BrokerageBid-day representation at a foreclosure auction
Turnaround: The court's sale window
Fee: Only through [Brokerage Name]
SystemsAudit of an existing Claude setup
Turnaround: 1 week
Fee: Flat per task
Model 4
Start to finish
The whole vertical, from the first phase through the last, under one engagement letter and one lead.
Fee. Per vertical: percent of total project cost or fixed monthly for development management; recurring monthly fee for advisory and acquisitions support; brokerage compensation through [Brokerage Name]; install plus recurring monthly fee for systems.
Owner's rep from deal screening through sale or refinance
Turnaround: Life of the project
Fee: Percent of total project cost, land and financing excluded or fixed monthly amount
AcquisitionsBuy-side support from screening through closing and asset handoff
Turnaround: Deal by deal, about 3 to 6 months
Fee: Recurring monthly fee
BrokerageSeller representation from the offering package through closing
Turnaround: 60 to 120 days
Fee: Only through [Brokerage Name]
SystemsFirm-wide build, run and own
Turnaround: Install in 4 to 6 weeks, then monthly
Fee: Install fee plus recurring monthly fee
Fee structures
Structure shown here. Rates in the proposal.
Rates appear only in proposals and engagement letters, scoped to the work. The structure is the same for every client.
| Vertical | Fee structure | Notes |
|---|---|---|
| Development Consulting | Flat per task or per phase, or a recurring monthly fee | Development management: percent of total project cost, land and financing excluded, or a fixed monthly amount through delivery |
| Acquisitions | Flat per task or per phase, or a recurring monthly fee | Never contingent on a purchase, sale, financing or closing |
| Brokerage | Compensation only through [Brokerage Name] | Under a written brokerage agreement; no fee is paid to the team directly |
| Systems | One-time install fee | Then a recurring monthly fee for run, support and the engine license |
- Advisory and acquisitions support fees are flat or recurring monthly and never contingent on a purchase, sale, financing or closing.
- Advisory scope does not include finding or procuring buyers, sellers, lenders or tenants, marketing a property or negotiating on the client's behalf. Those run only under a brokerage agreement with [Brokerage Name].
- Brokerage services are provided through [Brokerage Name], licensed real estate broker. Compensation is paid only through [Brokerage Name].
- Typical turnaround is an estimate for a small team on a normal scope, not a guarantee.
How it starts
From the first call to the first file
Send it
A site, a model, a drawing set or a pipeline. What you know, where it stands and the decision it feeds.
Scope and model
Which vertical, which engagement model, the deliverables and a time estimate, in writing.
Engagement letter
One letter per vertical, with the fee structure and the rate. Brokerage runs under its agreement with [Brokerage Name].
Work and report
Files at each gate or milestone, a monthly report on anything ongoing, and results in the client app.
Contact
Send a site, a model or a question.
Tell me what you have and where it stands. I will tell you which vertical and engagement fit, and what it takes to get you an answer.
Clients and pilot users: run jobs, track agents and download results.