Broker-Dealers and Registered Investment Advisors on both the buy-side and sell-side of Direct Participation Program CRE private placement offerings and financings have a huge due diligence burden. FINRA, the SEC and the several states tend to focus on investor suitability over the business merits and fundamentals of the proposed commercial real estate property’s future business operations. This if only part of the puzzle, albeit the one that has the potential to cause the most trouble. The reality is the lack of information regarding the nature of the market opportunity is what ends up being the real culprit. We see the results of this all the time – revenues declining while operating costs are skyrocketing. Professional liability insurance premiums have become really obscene and many carriers are excluding commercial real estate transactions from coverage altogether.
This is obviously a crisis in need of resolution.
INVIZEN offers a solution the market has barely begun to the process of seriously considering. INVIZEN provides a suite of due diligence and underwriting review services designed for both the pre-closing phase review process, as well as post-funding prevention of future investment non-performance (namely, bankruptcies and foreclosures). INVIZEN represents the only end-to-end solution that is specifically designed to provide broker-dealers and registered investment advisors with the means to finally bring investment fraud claims loss risk to heel by addressing the source of the problem. INVIZEN is designed to accomplish this task by providing a proactive, real-time approach to valuation, feasibility analysis and underwriting that allows us to re-forecast the market opportunity each and every month of the asset holding period and provide up to 24 months of advance notice of market disruption events that could lead to an impairment of the asset value. The goal is to provide the maximum amount of time possible to execute a multi-prong strategy of re-positioning the asset, re-developing the asset, and/or commencing an orderly exit from the transaction before the potential for loss reaches the crisis level.
INVIZEN offers the only end-to-end solution specifically-designed to help end loan and investment losses in CRE securities private placement offerings by addressing the totality of the underwriting and due diligence issues in a real-time, proactive environment that only gets started with pre-closing due diligence. The INVIZEN RTS program is designed to help prevent the key risks from becoming future asset impairment problems while also proactively managing and/or deterring investment fraud, management performance and foreclosure default event exposure.
INVIZEN was purposely built to provide underwriting and due diligence reviews with one singular goal in mind: preventing future loss on capital investment made today.
To understand the INVIZEN value proposition is to understand the basic processes that attend the underwriting goal of using independent information to determine the value of an income-producing business asset. INVIZEN automates these processes so the cost of underwriting drops dramatically and the speed of processing increases dramatically as well. The underwriting happens in real-time and that means we can give CRE NNN property investors the luxury of future investment performance assurance by re-underwriting the transaction each and every month of the investment holding period to give you up to 24 months of advance notice of changes in the market, the asset or operations that may have an impact on the future income-generating capacity of the market, property and site. These notices can be both good and bad. INVIZEN has artificial intelligence at its core and computers don’t care if you have trash, it will still be another man’s treasure.
There is so much more to the INVIZEN Real-Time Status Asset Care Protection Program that INVIZEN was intentionally designed to support:
- CRE Developers & Sponsors. Developers and sponsors seeking capital financing have the advantage of a systemic solution that provides the support needed to increase the odds of a successful capital financing outcome that saves time, money and reduces their capital investment risk.
- Investors & Lenders. Investors and lenders seeking to participate in commercial real estate securities private placement offerings and other credit instruments have the advantage of a systemic solution that provides the highest practical investment performance assurance we can contrive. INVIZEN gives investors and lenders the proactive investment loss severity risk prevention and monitoring they really need, but have never been able to obtain in the past.
- Broker-Dealers & Registered Investment Advisors. Securities broker-dealers and registered investment advisors on both the buy-side and sell-side of the transaction have the advantage of a reporting system that provides FINRA compliance support, protection from future investment fraud claims, increased transaction velocity and the opportunity to increase their operating margins – all in one package. If your firm doesn’t have this approach, then you are still operating in an environment that will penalize your opportunity to profit and control costs.
Talk to an INVIZEN representative today for more info
Check our website for pricing and you will find the INVIZEN approach is so affordable, only a fool would say no to less risk and greater profit margins. Find out more today by contacting an INVIZEN representative at 832.663.9634.