Institutional Real Estate Underwriting

Data-driven real estate acquisition, management, and yield structuring in Israel.

We apply western institutional underwriting — Cap Rate evaluation, NOI structuring, and Cash-on-Cash return projections — to prime commercial and residential assets. From deal sourcing through operational management and exit strategy (Cash-Out).

Real Estate Protocol & Protocol Breakdown

01

Strategy & Sourcing

Formulating investment thesis and identifying liquid off-market or prime commercial and residential properties in Israel.

  • 1. Investment Thesis & Criteria Definition Defining target yield metrics, risk tolerance, leverage limits, and asset class (commercial vs prime residential).
  • 2. Off-Market Sourcing & Physical Inspection Filtering properties through local developer and owner networks, conducting on-site physical and structural audits.
  • 3. Financial Underwriting & Valuations Building detailed financial models: Cap Rate, Net Operating Income (NOI), and Cash-on-Cash return projections.
02

Transaction Execution

End-to-end deal management: coordinating realtors, Israeli legal counsel, mortgage brokers, and tax accountants.

  • 1. Property Search & Focused Screenings Selection and physical inspection of target properties against approved strategy criteria.
  • 2. Legal Audit & Contract Drafting Title verification, encumbrance checks, lease agreement audits (commercial), and purchase agreement execution by Israeli legal counsel.
  • 3. Mortgage & Bank Payment Corridor Coordinating with bank underwriting and mortgage advisors (Mashkanta) for payment channel clearance.
  • 4. Tax & Accounting Structuring Engaging specialized Israeli CPAs for VAT calculations, purchase tax optimization (Mas Rechisha), and ownership entity structuring.
03

Asset & Lifecycle Management

Full lifecycle modeling from entry (0) to strategic capital realization (Cash-Out), tenant governance, and yield optimization.

  • 1. Lifecycle Financial Model (0 to Cash-Out) End-to-end economic modeling: entry budget, renovation/re-concept expenditure, projected rental yields, and target exit valuation.
  • 2. Operational Management & Capitalization Managing renovations, tenant placement, rent collection, lease legal governance, yield growth, and crisis resolution.
  • 3. Market Monitoring & Exit Strategy Execution Forecasting peak market liquidity for refinancing or profitable asset sale (Cash-Out execution).

Discuss Real Estate Strategy

Review prime commercial or residential investment opportunities in Israel with our founders.

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