Cash‑flow first. Playbooks that scale.
We combine a sourcing edge, hands‑on operations, disciplined capital, and transparent reporting to compound results across M&A and Real Estate.
The Four Pillars
Sourcing Edge
Off‑market and under‑followed opportunities via direct outreach, operator networks, and data‑driven screening.
Operational Uplift
Pricing, cost structure, staffing, marketing, and tech enablement to unlock EBITDA/NOI.
Disciplined Capital
Responsible leverage, scenario planning, and preservation‑first structures to manage downside.
Institutional Reporting
Quarterly updates, dashboards, and professional governance.
Investment Lifecycle
1) Source
Outbound funnels, broker coverage, operator referrals.
2) Underwrite
Unit‑economics, cohort views, sensitivities, people diligence.
3) Close
Right‑sized structure, 100‑day plan, day‑1 controls.
4) Operate
Scorecards, OKRs, cadence, and transparent LP reporting.
Commercial engine: ICP, pricing, packaging, outbound, partners.
Operating system: S&OP, unit‑level P&L, scorecards, OKRs.
Tech enablement: CRM/ERP tune‑ups, automation, dashboards.
People & incentives: leadership upgrades; LTIP/phantom equity.
Recurring revenue
Low‑cyclicality
Fragmented markets
Revenue management: pricing, unit mix, concessions, ancillary.
Expense optimization: utilities, vendors, staffing, R&M.
Targeted CapEx: ROI‑positive upgrades and curb appeal.
Ops & data: leasing funnels, digital demand, SOPs, dashboards.
Multifamily
Student Housing
Hospitality
Senior Living
Risk Management
Downside analysis, interest‑rate and liquidity planning, hedging where appropriate, and covenant discipline.
Controls & Compliance
KYC/AML, accreditation verification (Reg D 506(c)), Blue Sky filings, audit‑ready reporting, and conflict policies.
Reporting
Quarterly letters, dashboards, and timely K‑1s. Clear, actionable data for LPs and co‑investors.
See the full playbooks in our Documents.
We’ll provide PPM, subscription, and additional detail upon verification of accreditation.
Get In Touch
Assistance Hours
Mon – Fri 9:00am – 5:00pm
Sunday – CLOSED
Phone Number:
470-997-7577
Office: 400 Galleria Parkway, Atlanta GA 30339
Call 470-997-7577
Email:[email protected]
Site: www.globalequity360.com