Private on-demand webinar
Five filters every real estate deal should pass before it hits Excel.
Use Pinnacle One’s front-end screen to eliminate weak opportunities, focus on deals that deserve underwriting, and protect yourself from a bad acquisition.
Pat has been involved in over $3 billion in transactionsFrom LOI to closeInvestment-committee-level guidance
5 Acquisition Filters · Pinnacle One Advisory
The five filters
Know whether a deal deserves deeper underwriting.
These filters do not identify a home run. They tell you whether an opportunity is at least on the field.
01 · Risk vs. reward
Is the expected return sufficient for the illiquidity and execution risk relative to lower-risk alternatives?
02 · Supply vs. demand
Can the market absorb current vacancies and the construction pipeline without breaking the business plan?
03 · Value creation
Where will value come from, and how much capital, speculation, and execution risk does it require?
04 · Seller distress
What real pressure (debt maturity, occupancy, collections, or another constraint) creates negotiating leverage?
05 · Tenant affordability
Can area households comfortably support current and projected rent without crossing risky rent-to-income levels?
Experience at the table
Finding the deal is only half the battle.
Pinnacle One serves as an embedded acquisition team. Pat has been involved in over $3 billion in transactions. In one engagement, diligence and negotiation helped produce an approximately $300,000 price reduction. In another, the team determined that the economics of a 24-unit property under contract at $3.5 million supported a value closer to $2.4 million, helping the buyer avoid an approximately $1 million overpayment.
Case studies illustrate prior client engagements. Individual outcomes vary and no result is guaranteed.