Many property owners struggle with deal flow. It is often erratic, not meeting quality objectives or it takes too long or too much due diligence investment to surface underlying issues that cause a deal to “go south.” A Deal Flow & Sourcing Audit can help overcome these problems.

Our objective is to identify ways to create competitive advantage through your deal sourcing and response process. Portfolio Property Advisors, LLC will work with you and your acquisitions’ leadership to review the last 1 to 3 years of deal flow including what was received, reviewed, bid and won/loss. We evaluate your referral sources, both brokers and off-market sources and determine ways to optimize these relationships toward more and high quality deals to consider. Often, the most prolific sources for a company are not cultivated in an optimum way, particularly when turnover of staff/leadership and constraints of manpower/management attention limit ones ability to truly understand the impact of sourcing mistakes or missed opportunities on the bottom line.

This audit highlights specifics on how to get the most from your channels of deal flow and gives you actionable next steps that should increase transaction volume and velocity.

To learn more about how this service is executed, please contact Larry Brewster at PPA.