Our Rigorous Deal Screening Process grants Access to a Diverse Spectrum of Investment Opportunities.

Our dedicated Investments team actively scours numerous regions across the U.S., seeking out seasoned sponsors and their valuable opportunities. We recognize that investors have diverse goals, strategies, and preferences when it comes to investing their funds. This understanding drives our mission to offer a wide spectrum of investment opportunities through the RC Brown Investments Marketplace.

We adopt a highly discerning approach, approving and presenting only about 20% of the deals that undergo our review process.  We use the term ‘curated’ to describe our Marketplace offerings, signifying our meticulous gathering, review, and presentation of deals that may otherwise remain undiscovered by investors. This approach allows our Marketplace to serve as a platform for investors to craft a tailored real estate portfolio that perfectly aligns with their aspirations.

Our extensive deal evaluation process consists of three crucial components:

1. SPONSOR EVALUATION

Assessing the firm's suitability

Our objective is to onboard established and proficient sponsors onto our marketplace. To achieve this, our team rigorously evaluates each potential sponsor through a transparent and impartial process:

  • Sponsor Application /Documentation: We gather and access a wide array of information pertaining to the sponsors activities, policies, financial status, and background.
  • Thorough Background Check: Leveraging third party resources and advanced technology, we conduct comprehensive background investigations on the Sponsor and its key stakeholders.
  • Periodic Report Assessment: We meticulously scrutinize a sample periodic report from all new Sponsors, ensuring it complies with essential requisites and aligns reasonably with investor expectations.
  • Financial Validation: Sponsors are required to furnish two to three years of financial statements, aiding in a thorough assessment of their financial standing.
  • Historical Performance Review: We assess the Sponsor’s track record to determine their capability to execute similar business plans within the proposed Marketplace offering. This includes an evaluation of asset type, size, investment profile, and project location experience.
  • Quarterly Reporting: Sponsors are required to provide quarterly report samples to verify that this aligns with the acceptable standards as outlined in the executed service agreements.

Sponsor Due Diligence:

Our team rigorously assesses potential sponsors through comprehensive reviews, which encompass:

  • In-depth Background checks
  • Investor Referral Verifications for New Sponsors
  • Public record searches
  • Anti-money laundering (“AML”) checks

Perfomance History Assessment:

We thoroughly examine the Sponsor’s track record to confirm its comprehensiveness and currency.

Are you a sponsor looking to raise capital on the RC Brown Investments Marketplace?
Contact our Investments Team for more information.

2. PROJECT ASSESSMENT

Detailed property analysis

When assessing a prospective deal, Our team evaluates property characteristics and the sponsor’s investment strategy for the asset. Through in-depth sponsor interviews and thorough document analysis, We aim to address the following:

  • Does the project resonate with the sponsor’s expertise and core competency?
  • Are the deal assumptions substantiated by pertinent market data?
  • Does the project conform to investor preferences regarding asset type and location?

In our quest for deals spanning markets throughout the globe exhibiting specific economic and demographic patterns, Our team conducts a comprehensive review of the deal and pertinent third-party data. This evaluation is carried out in alignment with the business plan and assumptions underpinning the investment. Our team gathers essential information, Encompassing sponsor key deal points, Capital stack, and Co-investment structure. This information is subject to rigorous review by the Managing Director to determine the deal’s suitability for the marketplace.

To facilitate a thorough assessment, We request sponsors to provide crucial information, Such as:

Project Overviews
Pro Formas
Historical Operating Statements
Rent Rolls
Market Data
Sales Comparables
Feasibility Studies
Appraisals
Third-Party Data Reports
Lease Comparables

Our team conducts a detailed review of the deal’s terms and associated documentation, Aligning them with predefined market deal criteria.

3. DOCUMENT EVALUATION

Analyzing the deal proposition

Our aim when examining deal materials is to verify the consistency and accuracy of content and financial information. Preceding our Marketplace inclusion, Our team engages in in-depth dialogues with the sponsor.

In our approach, We obtain standard third-party reports and deal documents to authenticate pro forma assumptions, Capital structure, and Business Plan feasibility. Depending on the transaction type, Our team curates and assesses items such as:

Property Management Agreement
Loan Documents
Zoning Report
Purchase and Sale Agreement
Property Condition Report
Construction Budget and Contract
Lender Term Sheet
ALTA Survey
Environmental Report

 

We are strong advocates that informed investors are empowered investors. The information we gather is channelled into crafting detailed deal pages, Providing investors with a wealth of information. This facilitates independent due diligence, enabling investors to make informed choices before committing to an investment.

Browse The Marketplace

Updated August 2023. This content was written by an employee of RC Brown Investments, Inc. (“RC Brown Investments”) and has been prepared solely for informational purposes. The information on this page is not a recommendation of, or solicitation for, the subscription, purchase or sale of any security or offering. The material RC Brown Investments reviews for sponsor screening and due diligence purposes is provided by the Sponsor of the investment opportunity. Though RC Brown Investments believes the information has been obtained from sources believed to be reliable, they make no guarantee, warranty or representation of it. RC Brown Investments disclaims any liability concerning the material provided by the Sponsor directly, including the data used to satisfy items contained on this page. RC Brown Investments is not responsible for the accuracy, legality or for the verification of subsequent facts provided by the Sponsor directly. Investors are advised to conduct their own due diligence and verify the information. All investing involves risk, including the possible loss of money you invest. All investors should consider such factors in consultation with a professional advisor of their choosing when deciding if an investment is appropriate.

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