Six financing decisions, four work products
The cases test period reconciliation, authority, lender-specific math, uncertainty, and artifacts that a colleague can actually use.
Cedar Landing
Multifamily
Lease-up; forecast not historical; IO debt service versus amortizing sizingHawthorn Center
Retail
Lender management minimum; NOI-based debt yield versus NCF-based coverage; swap breakageJuniper Flats
Multifamily
Stabilized refinance; physical versus area occupancy; historical versus current rentMarket Row
Retail
Executed amendment overrides a stale rent roll; unsigned broker draft is not authoritativeMeadow Commerce
Industrial
Missing insurance renewal and conditional lease option; provisional sizing must stay qualifiedStonebridge Logistics
Industrial
Floating-rate index floor and separate underwriting floor; image-only lease evidence| Work product | Acceptance test |
|---|---|
| Read the documents | 17 source-fact checks per case |
| Get the financials right | 22 financial checks per case |
| Deliver a working model | 10 Excel acceptance checks per case |
| Deliver a usable memo | 10 content and layout checks per case |
Original fictional packets were informed by professional work reviewed privately. Customer documents and facts are not redistributed. The concise standardized layouts do not cover the full messiness of real deal rooms.
Sales, rents, sponsors and refinance leads.
Six variants per task family test screening, source updates, financial normalization, entity resolution and explicit no-match decisions over supplied fictional records. Every system receives twenty candidates per case.