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Real Estate Investment Analysis 

Lumina provides a full range of commercial real estate financial modeling services. Our experienced Real Estate Investment Analysts provide you expert guidance and our Investment Advisory services are designed to help you analyze and assess the financial feasibility of your projects so you can make smart and informed choices.

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Financial Modeling Services

We can create custom financial models from scratch or enhance existing ones to accurately reflect your project needs, objectives, and investment strategies.

 

Our financial models allow for in-depth analysis of potential investments, enabling you to assess risk, help you predict returns, and make strategic decisions with confidence.

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Underwriting & Due Diligence

With over 15 years of experience, our team of expert Real Estate Underwriters excel in underwriting deals across various asset classes in North America. We provide in depth analysis in line with industry standards, to help you assess and evaluate risks and approach investors and lenders with greater confidence.

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Our due diligence services help uncover hidden value, identify potential risks, and maximize returns on your investments. From lease abstraction to financial model analysis, we offer a range of services to support and facilitate your investment approach.

Want to learn more about how our investment advisory services can help you achieve success in the real estate market?

Customer Success Stories

"Lumina exceeded expectations at every juncture. Everyone on our team was extremely impressed with the quality of work and the depth of knowledge on the subject matter. Hussain has been an absolute pleasure to work with. "

Todd Stock, TNT Real Estate Trust

"Thank you Lumina once again for the excellent work (real estate portfolio and property level PowerPoint presentation). We look forward to working together again soon!"

Dustin Twin, Royal Retreats

"Michael was very communicative and asked questions to ensure he understood the goals and requirements of the real estate financial model. I had a few follow-up questions and he took the time to make sure he delivered a model that was fully functioning to my specs. Would definitely hire again."

Adam R.

Frequently Asked Questions

  • How does Lumina benefit real estate clients through effective accounting outsourcing?
    By outsourcing your accounting needs to Lumina, you eliminate the need to hire full-time resources such as underwriters, analysts, and designers, which can be expensive and burdensome, especially during uncertain times. Our lean business model allows you to pay a fraction of what larger advisory firms charge, while still receiving high-quality, tailored services. This approach provides significant cost savings and ensures you have access to expert financial support on an as-needed basis.
  • How does Lumina tailor its accounting services to different types of real estate clients?
    We customize our accounting services to meet the unique needs of each client, whether they are developers, private equity firms, or brokers. Our team integrates seamlessly with your internal accounting teams to provide personalized solutions that align with your specific financial and operational requirements.
  • What specific accounting services does Luminareia offer for real estate businesses?
    Luminareia offers a range of tailored accounting services including entity-level and property-level bookkeeping, accurate financial reporting, and detailed cash flow projections. Our services ensure real estate businesses have precise and timely financial data to make informed decisions.
  • Do I need a specialized accountant for my real estate business?
    Yes, working with a specialized real estate accountant is crucial to navigating the unique financial challenges of the industry. Lumina offers tailored services such as lease management, asset depreciation, and investment analysis, ensuring your real estate business remains compliant and profitable.
  • What are the key financial reports used in real estate accounting?
    Essential financial reports in real estate accounting include income statements, balance sheets, and cash flow statements. Lumina provides these reports with accuracy and insight, helping you monitor your property’s financial performance and make strategic investment decisions.
  • What accounting software does Lumina support?
    Quickbooks - Yardi - Xero - Appfolio - Sage - Buildium - Wave - Zoho - Other real estate related accounting software.
  • How can real estate accounting help me reduce taxes?
    Real estate accounting professionals can identify tax deductions and credits specific to property ownership, such as depreciation, mortgage interest, and operating expenses. Lumina's real estate accounting services ensure you maximize savings by minimizing tax liabilities while staying compliant with regulations.
  • What accounting software does Lumina support?
    Lumina supports a variety of accounting software, including QuickBooks, ensuring our clients can continue using their preferred platforms while benefiting from our expert services.
  • What is real estate accounting, and why is it important?
    Real estate accounting involves the specialized management of financial transactions related to real estate properties. It ensures accurate financial reporting, compliance with tax laws, and effective cash flow management. Lumina offers expert real estate accounting solutions, helping property owners and investors optimize profitability and make informed decisions.
  • How does Lumina’s investment analysis process work?
    Our investment analysis process begins with an introductory call to understand the specifics of your project and requirements. Following this, we propose and finalize the scope of work, outlining the deliverables and timelines. Once the proposal is approved, our team gathers all necessary information from the client to build a customized financial model tailored to your project. The final deliverable is provided to the client, with the opportunity for revisions if needed.
  • Can Lumina provide tailored investment analysis based on unique situations?
    Absolutely. In addition to our proprietary models, we offer customized financial models tailored to our clients' unique situations and investment objectives. Our team has extensive experience in developing specialized models for various asset classes and investment structures. Whether our clients require specific adjustments to existing models or entirely new models created from scratch, we are flexible and adaptable to meet their needs.
  • What follow-up support does Lumina offer after an investment analysis?
    In addition to the revisions included in the initial proposal, Lumina offers ongoing support for any changes or tweaks to the financial models. Furthermore, we can provide assistance with running future deals using the same model, ensuring consistency and accuracy in our clients' investment decision-making processes.
  • What tools and programs does Lumina utilize in investment analysis?
    At Lumina, we utilize a combination of industry-standard tools and programs to conduct investment analysis. Our team is proficient in using Excel, Argus, and other specialized softwares to ensure accuracy and efficiency in our analysis process.
  • What types of real estate property categories does Lumina analyze?
    Lumina specializes in analyzing a diverse range of real estate properties, including multifamily residences, condominiums, office spaces, retail properties, industrial facilities, hospitality establishments, and land developments. Our comprehensive analysis covers various asset types to meet the unique needs of our clients.
  • Why is a feasibility study important in real estate investment analysis?
    At Lumina, we believe a feasibility study is a critical step in real estate investment analysis. It provides a thorough evaluation of a project's potential, helping investors determine whether the development is financially and operationally viable. By analyzing factors such as market conditions, cost projections, potential risks, and regulatory requirements, a feasibility study enables investors to make informed decisions. For real estate developers, lenders, and investors, this study minimizes the risk of unforeseen complications, ensures alignment with market demands, and helps secure financing. At Lumina, our expert real estate analysts conduct comprehensive feasibility studies to help you assess project profitability, mitigate risks, and guide your investment strategy toward long-term success.
  • What benefit does outsourcing services to Lumina bring to my business?
    Outsourcing services to Lumina brings several benefits to your business, including access to specialized expertise, cost-effectiveness, scalability, and enhanced efficiency. By partnering with Lumina, you gain access to a team of experienced professionals at a fraction of the cost of hiring a full-time resource in-house. While we handle the complexities of real estate analysis, advisory, and support services, you can focus on the core business activities. Whether you need a part-time real estate analyst or a remote real estate analyst, Lumina offers the flexibility to meet your needs.
  • What does Lumina specialize in?
    Our core areas of expertise include real estate investment advisors, capital markets advisory, accounting solutions, asset management, and marketing services.
  • How is Lumina different from other outsourcing and fractional support companies?
    Lumina stands out from other outsourcing and fractional support companies due to our deep industry expertise and personalized approach. With over 18 years of industry experience, we have advised on deals totaling over $8 billion and served over 70 clients. Unlike companies that outsource work to inexperienced analysts in other parts of the world, Lumina’s leadership has on-ground experience and has worked with top real estate firms across North America. Our experts know the latest trends and policies in the market and how to navigate them. Apart from our specialized services, we provide flexible and customizable plans to accommodate your specific requirements, whether you need full-time or part-time engagement options, project-based arrangements, or hourly/retainer packages.
  • Who are Lumina’s primary clients?
    Our primary clients include real estate investment firms, developers, lenders, and commercial brokers. We work with a diverse range of clients across the real estate industry, offering customized solutions to meet their specific needs and objectives.
  • What is Lumina Real Estate Investment Advisors?
    Lumina Real Estate Investment Advisors is a boutique advisory firm specializing in providing financial, analytical, and marketing support for real estate investments in North America. Our team of experts offers tailored solutions to meet our clients' unique needs, helping them navigate the complexities of the real estate market with confidence.
  • How does Lumina’s marketing service benefit real estate investments?
    We specialize in creating the perfect investor pitch decks, offering memorandums, PPMs, flyers, and other marketing materials that showcase the unique value proposition of your investment opportunities. Our professionally designed presentations help attract investors, secure financing, and effectively communicate your projects to potential partners and stakeholders. We create industry-grade marketing materials that are used by some of the prominent developers and investment firms in the market. Contact us and get a sample pitch deck today.
  • What geographic markets does Lumina cover?
    Lumina primarily focuses on serving clients in North America, including the United States and Canada. However, our experts have also worked on several deals in the UK and the Middle East. Our expertise and services are tailored to meet the unique needs of real estate investors, developers, and firms operating in these regions. Contact us today to discuss how we can assist you on your next project.
  • Can Lumina help with the financial analysis for a real estate investment?
    Yes, Lumina specializes in financial analysis for real estate investments. Our experienced real estate financial analysts provide expert guidance and tailored financial modeling services to help you assess the financial feasibility of your projects. Whether you need custom financial models created from scratch or existing ones enhanced to align with your project objectives, we've got you covered. Our financial models enable in-depth analysis of potential investments, allowing you to confidently assess risk, predict returns, and make strategic decisions.
  • How do I get started with Lumina's services?
    Getting started with Lumina is easy! Use the contact form on our website to send us a message, and we'll get back to you promptly. We look forward to discussing how we can support your real estate investment needs.
  • How can Lumina enhance the performance of real estate investments?
    Lumina enhances the performance of real estate investments by providing strategic guidance, detailed analysis, and expert insights. Our services are designed to help clients make informed decisions, optimize investment strategies, and mitigate risks through financial modeling, market research, project accounting, asset management, and creating marketing materials. We aim to empower our clients to achieve their investment goals and confidently navigate the real estate market.
  • What is real estate market research, and why is it important?
    Real Estate Market Research involves analyzing current market trends, pricing, demographics, and competition. At Lumina, our market research services help investors and developers make data-driven decisions, ensuring your projects align with market demand and opportunities.
  • Why is a Real Estate Offering Memorandum or Pitch Deck crucial for property marketing?
    A Real Estate Offering Memorandum or Pitch Deck is an essential tool for attracting potential investors and buyers. Lumina creates professional offering memorandums that present your property’s features, financials, and investment opportunities in a visually appealing and informative format, helping you stand out in the market. Fill out our form above and get your free sample pitch deck today.
  • How can Lumina's real estate marketing services benefit my projects?
    Lumina’s real estate marketing services and marketing materials are designed to provide your projects with maximum exposure, targeting the right audience and ensuring a strong market presence. From our expertise helps you achieve success in a highly competitive market.
  • What services does Lumina offer as a real estate marketing agency?
    At Lumina, we offer a comprehensive range of real estate marketing services tailored to help your projects stand out. Our services include market research, digital marketing, and creating compelling marketing material such as Real Estate Offering Memos and Private Placement Memos to showcase your property in the best light.
  • Can Lumina help with both residential and commercial real estate marketing?
    Yes, Lumina offers real estate marketing services for asset classes of all types and sizes, including residential, commercial, mixed-use, land development and hospitality properties. Our team has extensive experience in crafting marketing materials that cater to various property types, ensuring you get your message across effectively.
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