Thorough technical, environmental and ESG due diligence is central to how we support clients in identifying risks and meeting regulatory expectations. This includes asset‑level assessments, climate risk modeling, and compliance analysis tailored to each project, along with evaluations of sponsor business plans and capital improvement budgets to uncover insights that inform long‑term investment strategies.

Robust financial analysis underpins our underwriting approach. Using current market data, we evaluate sponsors and assets through detailed cash flow modeling, bid analysis and third‑party valuation oversight, combining technical rigor with sector insight to support our clients in structuring and assessing transactions with clarity and confidence.

We deliver servicing solutions across primary, special and shadow servicing roles, supporting bonds, loans and receivables‑backed structures. Our servicing model combines operational rigor with sector expertise to ensure continuity, compliance and investor confidence. By leveraging our technology platform, CreditHub, we take an integrated approach that helps clients manage risk and maintain performance across diverse portfolios.

Asset management and surveillance provides a full suite of loan asset management services on an outsourced basis. Our clients are typically banks, debt funds and alternative lenders who want to run lean teams with a focus on origination. We provide portfolio management, peroidic  reviews and customized reporting to support performance and manage risk. Timely insights help our clients respond proactively to changing conditions and maintain confidence in portfolio oversight. 

We deliver independent loan valuations across the commercial real estate debt spectrum, including performing and non-performing loans. Our analysis supports LP/NAV reporting, transaction pricing and impairment testing. We assess loan features such as delayed drawings, PIK interest and repayment schedules, alongside compliance metrics like DSCR, LTV and occupancy. Transparent reporting, comparables and scenario analysis help clients meet governance, investor and regulatory requirements. 

Portfolio management and advisory services are designed to support sustainable, high-performing portfolios through active oversight and regulatory alignment. This includes watch lists, annual asset reviews, ESG data collection and management of projects, contracts and funding draws. With a focus on long-term value and risk mitigation, our clients benefit from tailored strategies that promote consistent returns and responsible growth.