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Annual Portfolio Strategy Call
Turnaround: Priority Scheduling · Scope: Full Multi-Unit Portfolio (1–5 Properties) · Format: 2-Hour Strategy Session + 90-Day Action Roadmap + 14 Days Priority Email Support

Overview

Designed for active real estate owners and investors seeking high-level portfolio optimization. The Annual Portfolio Strategy Call is our most comprehensive advisory engagement, evaluating your entire asset base to unlock trapped equity, optimize debt structures, and chart your next 12–36 month growth plan.

What's Included

  • Comprehensive Asset Valuation: Full equity, leverage, and net worth assessment across all portfolio holdings.
  • Debt & Refinance Optimization: Evaluation of current mortgage rates, upcoming balloon dates, DSCR capacity, and cash-out refinance timing.
  • Tax Depreciation & Exchange Runway: Analysis of remaining cost basis and potential 1031 tax-deferred exchange targets.
  • Capital Expenditure (CapEx) Reserve Sizing: Prioritization of major systems (roofs, boilers, electrical panels, siding) and optimal reserve allocation.
  • 2-Hour Intensive Strategy Session: In-depth collaborative strategy workshop with executive leadership.
  • Written 90-Day Execution Roadmap: Step-by-step action plan with deadlines, vendor tasks, and financial targets.
  • 14 Days Priority Follow-Up: Direct email access to our advisory team for follow-up questions and document reviews.

How It Works After Purchase

  1. Complete checkout securely online.
  2. Receive instant access to our executive calendar to schedule your 2-hour intensive session.
  3. Submit your portfolio summary questionnaire prior to the call.
  4. Participate in the strategy workshop and receive your customized 90-day action plan within 48 hours.

Advisory Notice: Strategic portfolio planning and management consulting for real estate assets.

$500.00
Acquisition Feasibility Brief
Turnaround: 24–48 Hours · Scope: Single Target Address · Format: Full Pro-Forma Underwriting Model + 45-Min Deal Call

Overview

Before placing an offer or removing contingencies on a multi-family property, you need an unbiased, numbers-first evaluation. The Acquisition Feasibility Brief provides independent underwriting and scenario analysis on any prospective 2–4 family property in Greater Boston.

What's Included

  • Pro-Forma Underwriting Model: Detailed multi-year pro-forma cash flow, capitalization rate, cash-on-cash return, and debt service coverage ratio (DSCR) projections.
  • Rehab Cost Tier Modeling: Light cosmetic turn vs full gut rehabilitation budget estimates and timeline risk factors.
  • Exit Strategy Sensitivity Analysis: Comparison of Long-Term Buy & Hold, BRRRR (Buy-Rehab-Rent-Refinance-Repeat), and Value-Add Condo Conversion / Flip scenarios.
  • Zoning & Municipal Verification: Public records verification of legal unit count, building permits, and recorded zoning relief history.
  • 45-Minute Deal Strategy Call: Live deep-dive consultation to discuss offer pricing, negotiation leverage, and contingency terms.

How It Works After Purchase

  1. Complete checkout securely online.
  2. Provide the target property MLS listing or address, asking price, and your intended business plan.
  3. We underwrite the property and generate your complete financial model within 24–48 hours.
  4. Join a 45-minute strategy call with our executive team before submitting your offer.

Advisory Notice: Independent investment analysis and feasibility underwriting. Not a certified appraisal.

$450.00
New Landlord Setup Session
Turnaround: Instant Scheduling · Format: 90-Minute Live 1-on-1 Strategy Session + Starter Operations Kit

Overview

Acquiring your first multi-family property or transitioning to independent management is a critical operational milestone. The New Landlord Setup Session is an intensive 90-minute advisory consultation that provides first-time owners with a turnkey operating system tailored specifically to Greater Boston residential markets.

What's Included

  • Tenant Screening & Selection SOP: Compliant application criteria, credit/income verification thresholds, and strict compliance with Massachusetts Fair Housing laws.
  • Banking & Security Deposit Architecture: Step-by-step guidance on setting up separate operating, capital reserve, and tenant security deposit escrow accounts.
  • Emergency Maintenance & Contractor Protocol: Standard procedures for handling winter freeze risks, water leaks, heating emergencies, and establishing 24/7 contractor coverage.
  • Rent Collection & Late Fee Guidelines: Automated rent collection workflows and statutory Massachusetts notice protocols.
  • Turnkey Starter Kit: Customizable intake templates, move-in/move-out condition checklists, and vendor dispatch templates.

How It Works After Purchase

  1. Complete checkout securely online.
  2. Receive an immediate email with direct calendar access to book your 90-minute session at your convenience.
  3. Complete a brief 3-minute intake regarding your property type and target tenants.
  4. Participate in the live strategy session and receive your customized starter kit + 14 days of follow-up email support.

Advisory Notice: Deschamp Group LLC provides business management and strategic real estate advisory.

$275.00
Rent Roll & Income Review
Turnaround: 2 Business Days · Scope: Multi-Family Property (2–4 Units) · Format: Comprehensive Valuation & Income Memo + Comps Package

Overview

Are you maximizing the revenue potential of your Greater Boston multi-family property? The Rent Roll & Income Review delivers a rigorous, data-driven audit of your current lease rates and operating expenses compared against hyper-local Suffolk County market comps.

What's Included

  • Hyper-Local Neighborhood Comps: Unit-by-unit rent benchmarking across Dorchester, Roxbury, Jamaica Plain, Mattapan, and surrounding Boston sub-markets.
  • Expense Leakage & OPEX Audit: In-depth line-item review of property taxes, master insurance, utilities (RUBS opportunity analysis), and recurring repairs.
  • Lease Expiration Staggering Strategy: Optimization of lease cycles (September 1 vs year-round) to minimize turnover friction and avoid winter vacancies.
  • Value-Add Revenue Opportunities: Analysis of auxiliary revenue streams (storage space, designated off-street parking, pet rent, laundry monetization).
  • Executive Action Plan: Written summary memo outlining recommended rent adjustments per unit and projected net operating income (NOI) impact.

How It Works After Purchase

  1. Complete checkout securely online.
  2. Submit your current rent roll, unit layout, and trailing 12-month expense summary via our secure intake form.
  3. We pull active MLS and private market rental comps within your 0.5-mile radius.
  4. Receive your complete Rent Roll Optimization Memo and schedule a 30-minute review call.

Advisory Notice: Real estate advisory analysis for operational optimization; not a formal bank appraisal.

$295.00
Rental Compliance Snapshot
Turnaround: 24–48 Business Hours · Scope: Single Property Audit (1–4 units) · Format: Written PDF Memo + 30-Min Debrief Call

Overview

Boston-area rental housing laws are among the strictest in the nation. The Rental Compliance Snapshot is an independent advisory audit designed to protect property owners and landlords from regulatory exposure, city code violations, and costly tenant disputes.

What's Included

  • MA State Sanitary Code & Boston ISD Audit: Comprehensive verification of local physical compliance standards (smoke/CO alarms, heating certifications, egress, and habitability benchmarks).
  • Lease Red-Flag Analysis: Detailed review of your active lease template against Massachusetts landlord-tenant statutory requirements.
  • Security Deposit & Escrow Verification: Inspection of security deposit handling protocols, receipt documentation, and separate interest-bearing escrow account requirements.
  • Lead Paint & Disclosure Check: Review of required Massachusetts Childhood Lead Poisoning Prevention disclosures and tenant notice packages.
  • 30-Minute Executive Call: 1-on-1 strategy phone session to discuss findings, prioritize remediation, and answer specific operational questions.

How It Works After Purchase

  1. Complete checkout securely online.
  2. Receive an instant confirmation email with an intake link to securely upload your property address and lease documents.
  3. Our team reviews municipal records and lease documentation within 24–48 hours.
  4. Receive your written executive PDF memo and select a time on our private calendar for your 30-minute debrief call.

Advisory Notice: Deschamp Group LLC provides operational and strategic real estate advisory services. This review does not constitute formal legal representation or legal counsel.

$225.00

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