Ascend Real Estate Advisors
One-Stop Advisory Firm Designed to Help Real Estate Investors and Developers Realize Their Financial Goals by Focusing on Increasing Cash Flow, Creating Efficiencies and Improving Asset Value.
Our Services
At Ascend Real Estate Advisors, we are dedicated to helping real estate investors and developers achieve their financial aspirations. Our comprehensive services are tailored to maximize your investment's potential.
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We provide strategic financing solutions that align with your investment goals. Whether you're acquiring a new property or refinancing an existing one, our expert advisors work to secure the most favorable terms, optimizing your capital structure for enhanced returns.
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Our asset management services are designed to preserve and grow the value of your real estate investments. Through proactive management, we enhance operational efficiencies, reduce costs, and maximize income, ensuring your assets perform at their highest potential.
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From concept to completion, our development and consulting services guide you through every stage of your project. We offer expert advice on site selection, project feasibility, and design, ensuring that your development not only meets but exceeds market expectations, adding significant value to your portfolio.
Case Studies
Our success is best reflected in the achievements of our clients. Explore our case studies to see how we've helped real estate investors and developers transform their visions into profitable realities. Each case study highlights our strategic approach, the challenges we overcame, and the tangible results we delivered.
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Project Type: Development, New Business Startup
Services Provided: Business Plan Development, Development Advisory, 3rd Party Management, Budget & Cash Flow Projections, Obtaining Bank Financing
Project Overview: A developer owned a parcel of well-located raw land in Saratoga County, NY and was looking to develop an income-producing property. Medici Associates assisted the owner in developing a plan to develop a 152-unit self storage facility. Development advisory services were rendered for both project approvals and financial projections. Medici Associates also negotiated financing terms with local lenders, assisted in setting up the new business entity, and helped hire a 3rd party property manager. On-going asset management services, including bookkeeping, continue to be provided.
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Project Type: Real Estate Development Advisory
Services Provided: Site Selection, Contract Negotiation, 3rd Party Management, Project Management, Budgeting and Financial Projections, Bank Debt Sourcing
Project Overview: A small manufacturer was quickly outgrowing their current space and needed a new location to better serve the many facets of their business. The owner also wanted to purchase the new location, rather than lease, in order to build equity. Medici Associates was hired to find the new location and work with 3rd parties to design and develop the building. Medici also created the project budget and cash flow projections in order to understand how it would impact the business. Finally Medici worked with a local lender and the SBA to secure construction and long term financing for the project.
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Project Type: Development Advisory Services, Real Estate Financing
Services Provided: Project Planning Budget Creation Cash Flow Planning, Capital Structuring, Construction and Long Term Financing
Project Overview: A group of investors identified a property that they wanted to take on as their first large-scale, ground up development project. The end result was taking an existing historical property and renovating it into six condominium units while constructing four new 9-unit apartment buildings. Ascend was hired to work with the project sponsors to put together a business plan for the project, compile the team needed for construction and development, plan and update the budget, structure the forecasted operational cash flow and project returns, then secure construction financing. Ascend is currently providing on-going advisory services to the sponsor during construction as well as facilitating bank advances and budget monitoring.
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Project Type: Real Estate Financing
Services Provided: Consultation Services, Cash Flow Planning, Refinancing Existing Bank Debt
Project Overview: An investor purchased the historic, 18-unit apartment property, completed renovations, and was looking to recapitalize their balance sheet to recoup construction costs. One nuance of the project was that several of the units were short term rentals, a stumbling block for many lenders. Ascend was able to structure the loan request in such a way that the lender was able to approve the loan request and provide the client with sufficient cash proceeds from the refinance, along with a favorable long-term interest rate.
Our Recent Transactions
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Multifamily Acquisition & Construction | Financing $3,415,000 | 16 Units | Saratoga County, NY
Project Type and Services Provided: Project planning, cash flow planning, capital structuring and securing real estate acquisition and renovation financing
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Multifamily | Refinance $3,000,000 | 20 Units | Saratoga County, NY
Project Type and Services provided: Cash flow and capital structuring and securing long term refinancing
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Hospitality - Boutique Hotel | Acquisition & Construction Financing $2,290,000 | Hotel | Warren County, NY
Project Type and Services provided: Project planning, budget creation, cash flow planning, capital structuring and securing real estate renovation and long-term financing.
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Multifamily - Senior Living Construction Loan $24,116,000.00 154 Units | Saratoga County, NY
Project type and services provided: Project planning and budget creation, cash flow structuring, securing mortgage refinancing
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Multifamily Refinance $2,089,000 20 Units | Saratoga County, NY
Project Type and Services provided: Cash flow and capital structuring and securing long term refinancing
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Hospitality - Boutique Hotel Refinance $2,730,000 Hotel | Essex County, NY
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Hospitality - Boutique Hotel Refinance $3,230,750 Hotel | Warren County, NY
Project Type and Services provided: Project planning, budget creation, cash flow
planning, capital structuring and securing real estate renovation and long-term financing.
Get in touch.
Ready to take your real estate investments to the next level? Whether you're looking to optimize your current portfolio or embark on a new development project, Ascend Real Estate Advisors is here to help. Contact us today to discuss how we can partner together to achieve your financial goals.