deal review desk
A second set of eyes on a private deal
before you wire the money
In 2015, I built a portfolio of 11 single-family rentals, so I thought I knew a thing or two about investing in real estate… But when I moved into syndicated deals, I learned a hard and expensive lessonย โ out of my first 15 syndications, 3 were with the wrong deal / operator, costing me valuable time, money, and more importantly life energy dealing with the newbie mistakes I didnโt even know I was making.
I realized that not all deals are created equal and very little on the pitch deck tells you if its a good investment, and without the right diligence, even experienced investors can get burned.
Thatโs why I built the Deal Review Desk โ to help investors like you evaluate deals with the expertise of a seasoned LP who has reviewed 100+ deals, and the critical eye of a GP / Sponsor / third-party operator of over 2.1 Billion Dollars of past dealsย looking over your shoulder.
If you are putting $100K or more into a deal, a $1,000 review is a small cost next to the check. I think of it like a home inspection before buying a house.
Who We Help
โ Accredited & High-Net-Worth Investors looking for expert guidance before committing capital.
โ GPs, Sponsors & Operators who want a third-party expert to validate a deal before bringing in investors.
โ Investment firms and Family Offices needing a white-label solution to streamline their due diligence without building an in-house acquisition team.
Why Choose Us?
โ Unbiased Analysis โ We will work discreetly and confidentially. No hidden agendas.
โ Red flags โ We point out the problems we see before you invest. A review cannot remove risk.
โ Pro-Level Insight โ Get the perspective of an investor with 100+ deals of experience and the rolodex of our team.
Before you commit your capital, book your due diligence review today.
What You Get
๐ก How we vet: We analyze underwriting as if we were buying and assess the property management team using our asset manager network.
๐ฏ Expert Feedback: Get professional analysis from experienced GP operators to refine your approach and strategy.
๐ Deep-Dive Reviews: Our deal review webinars use expert investors, Co-Star, and Yardi for comprehensive insights.
๐ Detailed Reports: Final reviews include pros/cons, key market data, and 5-year projection model normalized for reality.
๐ Full Confidentiality: Your deal stays confidential.
paid out
(Contributing > $50k)
The information and insights provided through our Deal Review service are for informational purposes only and should not be considered financial, legal, or investment advice. Our analysis is based on publicly available data and third-party insights where applicable. We do not guarantee the completeness or accuracy of any information shared.
All decisions remain the sole responsibility of the user. The Wealth Elevator is not liable for any outcomes resulting from actions taken based on our materials. By using this service, you acknowledge that all evaluations are made at your own discretion and risk.
Content is proprietary and may not be reused or redistributed without permission.