Services
Our services are comprehensive, dealing with your project from its inception through financing to occupancy or completion. The services we offer may be divided among these three phases:
Planning (Project & Finance)
Bond Sale (Marketing & Distribution)
Post Marketing (Investment Strategies)
We offer substantial assistance to our clients during the planning phase to structure the most efficient financing package available, and then help develop community consensus in favor of the project. By being able to plan an efficient financing package from the outset, we are able to obtain the most competitive interest rates during the bond sale (marketing and distribution) phase. Our services do not stop there. Afterwards, we recommend investment strategies for construction funds to maximize the interest to be earned on bond proceeds. Following is a table of some specific services we provide:
|
Planning |
Bond Sale |
Post Marketing |
|
Extensive Modeling |
Pre-Marketing with Investors |
Construction Fund
Guidance |
|
Community Consensus Activities |
Setting Rates |
Reinvestment |
|
Consideration of Alternatives |
Finding Multiple Orders |
Monitor Refinancing |
|
Structuring Advice |
Underwrite Unsold Bonds |
|
|
Timetable Coordination |
|
|
|
Legislative Aid |
|
|
|
Document Review |
|
|
|
Disclosure Materials |
|
|
|
Rating Agency Presentations |
|
|
|
Credit Enhancement Analysis |
|
|