Services Provided
Investment Review
UGL Analytics assists clients who are considering investments as limited partners. Leveraging our extensive analytical expertise, we evaluate a broad range of strategies and asset types. Rather than being swayed by an attractive story, we perform in-depth fundamental analysis to determine whether the necessary conditions exist for an investment to succeed and to evaluate the risks associated with executing the business plan. Through rigorous analysis, UGL helps clients avoid speculative or trendy deals that lack strong fundamentals, enabling them to focus on opportunities with a sound business plan and a high likelihood of success.
Market Research
A critical step in strategic investing is gaining a thorough understanding of a market’s fundamentals and dynamics. UGL Analytics assists clients evaluating investments in specific locations, providing them with a strong understanding of these markets. As part of our analysis, we examine the asset, its positioning within its surroundings, the competitive landscape, broader market dynamics, and prevailing market conditions. Through rigorous research, UGL Analytics develops a deep understanding of market fundamentals, providing investors with a competitive advantage when assessing investment opportunities.
Investment Strategy
With a robust grasp of a market’s fundamentals and dynamics, UGL Analytics helps investors craft strategies to bring products to market that meet demand. A successful investment strategy begins with a clear understanding of end-users’ needs, ensuring alignment with market demand. An approach that thrives in one market may struggle in another. UGL Analytics specializes in aligning market strategies with end-user demands. With a keen understanding of prevailing market conditions and knowledge of the targeted user’s desires, we guide clients through every stage of the investment process, ensuring strategies remain effective amid economic conditions.
Investment Underwriting
UGL Analytics distinguishes itself through its expertise in detailed financial modeling. By modeling intricate cash flows and forecasting returns across multiple scenarios, UGL Analytics equips decision makers with data-driven insights to evaluate potential outcomes. A clear, thoughtfully structured presentation helps investors quickly grasp complex situations and the factors influencing an investment’s outcome. Our clients obtain a superior understanding of the deals they review and are better positioned to make informed investment decisions. The quality of our work instills confidence among potential capital partners.
Financial Structuring
Investments can be structured using multiple classes of capital. Each capital provider holds a distinct claim on future cash flows, defined by specific terms that dictate their priority and share of distributions. Accurately modeling payment priorities and investor allocations is among the most complex aspects of financial modeling. UGL Analytics’ expertise in financial structuring helps sponsors optimize capital stacks and explore customized financial strategies.
Business Plan Development
Launching a new business presents numerous challenges, many of which fall outside an entrepreneur’s core expertise. At UGL Analytics, we translate our clients’ vision into an executable plan. Our financial models are the first step in transforming our clients’ ideas into a tangible realization. Through our detailed analytic process, we help clients understand the resource requirements and optimize their strategy to achieve their goals. A well-crafted business plan outlines key drivers of success and establishes realistic expectations.
Financial Due Diligence
Reliable financial data is the foundation of successful real estate investments. For firms acquiring assets, UGL Analytics meticulously reviews a property’s financial records to verify the accuracy of reported income and expenses. Our rigorous process identifies discrepancies overlooked by others. We ensure all necessary documentation is in place for a seamless transition and effective management of a new acquisition. Additionally, we provide lease abstracting and reimbursement review services to enhance financial oversight.
Investor Presentations and Communications
When raising capital, effective communication is essential. UGL Analytics creates clear, persuasive materials that craft a compelling narrative and emphasize an opportunity’s most attractive aspects. Our presentation materials elevate the sponsor’s professional image and reinforce the overall quality of the deal. Additionally, as sponsors provide investor updates, UGL Analytics drafts informative updates that provide insight into the current market conditions and track progress on business plan execution.
Financial Forecasts
A robust financial forecast is essential for owners seeking an accurate projection of an asset’s cash flow. These projections are inherently complex, as they account for every facet of a business’s operations. These models help owners evaluate multiple scenarios shaped by various assumptions and their interdependencies. These forecasts also encourage our clients’ property managers to carefully assess the drivers and assumptions affecting all income and expense items. They support effective variance analysis by enabling comparisons between assumptions and actual results. A well-structured forecast empowers owners to make informed decisions and set realistic cash flow expectations.
Financial Analysis
As businesses pursue growth or confront new challenges, they must navigate unfamiliar territory. To identify the optimal path forward, businesses need to evaluate multiple options and understand the impact of each choice. UGL Analytics delivers data-driven insights to guide clients through complex decisions. We aggregate all relevant information and provide in-depth analysis to forecast the potential impact of each strategic option. Our clear presentation style enables decision-makers to quickly grasp the issues at hand. With the insight provided by UGL Analytics, investors are empowered to make well-informed, strategic decisions.
Complex Computations
Many business agreements involve detailed payment and distribution terms. Accurately determining the amount due often requires both strong quantitative skills and deep understanding of business terms. Errors in these calculations can lead to financial disputes and damage important business relationships—making accuracy essential. UGL Analytics draws on both analytical expertise and deep knowledge of business agreements to help clients accurately calculate these amounts. We also develop custom spreadsheets that enable employees to track and manage these calculations. These tools help organizations improve efficiency and ensure accuracy.
Employee Training
​Teaching and skill-building are core strengths of UGL Analytics, and we are passionate about helping others grow. Sometimes employees lack the technical skills or industry-specific knowledge to be successful in their roles. UGL Analytics bridges these gaps, empowering employees to be productive in the workplace. Our training helps them master skills they once found challenging. With new skills, employees become motivated and take pride in their ability to excel. We offer training in Excel, financial and investment analysis, written communication, and real estate industry fundamentals.