Customized Research

We help impact organizations 1) uncover deep insights on the defining characteristics of emerging developer segments in their target markets, 2) evaluate how effectively existing financial products serve these groups, 3) highlight key gaps, and 4) offer recommendations on customized products that can address their unmet needs.

What You'll Uncover With Our Reports:

  • Granular understanding of various emerging operator "avatars” and their distinguishing qualities.
  • The spectrum of financial products available to the operator segments in a given market.
  • Granular data to define and substantiate unmet operator needs.
  • Opportunities for innovation in developing financial products that deepen impact within ecosystem.

Market Research and Analysis - Emerging CRE Operators

Conduct interviews of operators to understand their business focus, background, and greatest capital markets
challenges.

o Evaluate operator preferences related to
financial products, ascertain the company and operational goals they seek to achieve by utilizing them, and detail any structural preferences, and/or concerns.

o Detail obstacles and challenges experienced.

o Create avatars that summarize the various operator-types and ideal financial product type/structure/terms by sponsor avatar.

Market Research and Analysis - Financial Products

Conduct interviews with existing capital market participants.

o Summarize typical offerings by capital participants, grouped by institution type
(e.g., PE, CDFI, RIA, Family Office), highlighting investment approach and
structure.

o Detail key characteristics and differentiators—such as investor rights, target markets, property types, leverage, impact focus, rates of return, and strategic
direction—to define the market and outline prevailing best practices.