Key Challenges:
- Founders balanced full-time careers alongside active real estate investing.
- Limited time-constrained deal underwriting and opportunity review.
- Expansion into additional asset types required more advanced analysis and market insight.
- Hiring a senior analyst full-time was not cost-efficient at an early growth stage.
- Needed a dedicated underwriting support that aligned closely with existing tools and investment strategy.
Solution
RealVal partnered with Suncrest as a flexible extension of their team, providing senior-level analytical support without adding fixed overhead. We:
- Upgraded underwriting systems: Refined and automated Suncrest’s financial models to reduce manual work and improve consistency.
- Integrated live data: Embedded market and asset-level insights to support faster, more accurate decision-making.
- Delivered on-demand expertise: Offered experienced underwriting support that adapted to Suncrest’s workflows and internal processes.
- Enabled multi-asset analysis: Supported underwriting across different property types while maintaining a standardized evaluation framework.
Impact:
With RealVal’s support, Suncrest achieved rapid, disciplined growth, including:
- Reviewed 200+ investment opportunities in under six months.
- Expanded confidently into new asset classes.
- Scaled to a $60M portfolio spanning 27 communities and 1,500+ lots.
- Avoided the cost and risk of a permanent senior analyst hire.
RealVal became a long-term underwriting partner, accelerating deal velocity while allowing Suncrest’s founders to focus on strategic growth and execution.