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Towering Skyscrapers

Capital Markets Advisory

At Lumina, we specialize in providing comprehensive Capital Markets Advisory services to real estate investors, firms, and brokers. Our Analysts and Underwriting experts assist you to understand the key value drivers in commercial real estate to help you secure the funding you need and effectively communicate your investment projects to potential partners and stakeholders.

Investor Pitch Decks & Offering Memorandums

Crafting the perfect Real Estate Pitch Deck or Offering Memorandum is essential for attracting investors and securing financing. At Lumina, our team excels in creating captivating presentations that showcase the unique value proposition of your investment opportunity. Whether you need an Investor Presentation  or Offering Memo , we've got you covered with professionally designed materials that leave a lasting impression.

Our Services include

01

Helping CRE investment firms create professional Investor Presentations.

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Assisting brokers in developing engaging and professional OMs

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Supporting borrowers in preparing comprehensive financing packages for potential lenders.

Fill out the form below with your full name and email and receive a free sample pitch deck.

Real Estate Marketing & Market Research

Effective Real Estate Investment begins with thorough Market Research. Our team conducts in-depth analyses, including Feasibility Studies and Competitor Analyses, to provide you with actionable insights and a competitive edge in the market. Our tailored market insights through bespoke research reports and in-depth analyses ensures informed decision-making and strategic planning.

Analytics

Want to learn how our Marketing services can help position your projects for success in the competitive real estate market?

Testimonials

"Lumina exceeded expectations at every juncture. Everyone on our team was extremely impressed with the quality of work and the depth of knowledge on the subject matter. Hussain has been an absolute pleasure to work with. "

Todd Stock, TNT Real Estate Trust

"Thank you Lumina once again for the excellent work (real estate portfolio and property level PowerPoint presentation). We look forward to working together again soon!"

Dustin Twin, Royal Retreats

"Michael was very communicative and asked questions to ensure he understood the goals and requirements of the real estate financial model. I had a few follow-up questions and he took the time to make sure he delivered a model that was fully functioning to my specs. Would definitely hire again."

Adam R.

Frequently Asked Questions

  • How does Lumina benefit real estate clients through effective accounting outsourcing?
    By outsourcing your accounting needs to Lumina, you eliminate the need to hire full-time resources such as underwriters, analysts, and designers, which can be expensive and burdensome, especially during uncertain times. Our lean business model allows you to pay a fraction of what larger advisory firms charge, while still receiving high-quality, tailored services. This approach provides significant cost savings and ensures you have access to expert financial support on an as-needed basis.
  • How does Luminareia tailor its accounting services to different types of real estate clients?
    We customize our accounting services to meet the unique needs of each client, whether they are developers, private equity firms, or brokers. Our team integrates seamlessly with your internal accounting teams to provide personalized solutions that align with your specific financial and operational requirements.
  • What specific accounting services does Luminareia offer for real estate businesses?
    Luminareia offers a range of tailored accounting services including entity-level and property-level bookkeeping, accurate financial reporting, and detailed cash flow projections. Our services ensure real estate businesses have precise and timely financial data to make informed decisions.
  • What accounting software does Lumina support?
    Lumina supports a variety of accounting software, including QuickBooks, ensuring our clients can continue using their preferred platforms while benefiting from our expert services.
  • How does Lumina’s investment analysis process work?
    Our investment analysis process begins with an introductory call to understand the specifics of your project and requirements. Following this, we propose and finalize the scope of work, outlining the deliverables and timelines. Once the proposal is approved, our team gathers all necessary information from the client to build a customized financial model tailored to your project. The final deliverable is provided to the client, with the opportunity for revisions if needed.
  • Can Lumina provide tailored investment analysis based on unique situations?
    Absolutely. In addition to our proprietary models, we offer customized financial models tailored to our clients' unique situations and investment objectives. Our team has extensive experience in developing specialized models for various asset classes and investment structures. Whether our clients require specific adjustments to existing models or entirely new models created from scratch, we are flexible and adaptable to meet their needs.
  • What follow-up support does Lumina offer after an investment analysis?
    In addition to the revisions included in the initial proposal, Lumina offers ongoing support for any changes or tweaks to the financial models. Furthermore, we can provide assistance with running future deals using the same model, ensuring consistency and accuracy in our clients' investment decision-making processes.
  • What tools and programs does Lumina utilize in investment analysis?
    At Lumina, we utilize a combination of industry-standard tools and programs to conduct investment analysis. Our team is proficient in using Excel, Argus, and other specialized softwares to ensure accuracy and efficiency in our analysis process.
  • What types of real estate property categories does Lumina analyze?
    Lumina specializes in analyzing a diverse range of real estate properties, including multifamily residences, condominiums, office spaces, retail properties, industrial facilities, hospitality establishments, and land developments. Our comprehensive analysis covers various asset types to meet the unique needs of our clients.
  • What benefit does outsourcing services to Lumina bring to my business?
    Outsourcing services to Lumina brings several benefits to your business, including access to specialized expertise, cost-effectiveness, scalability, and enhanced efficiency. By partnering with Lumina, you gain access to a team of experienced professionals at a fraction of the cost of hiring a full-time resource in-house. While we handle the complexities of real estate analysis, advisory, and support services, you can focus on the core business activities. Whether you need a part-time real estate analyst or a remote real estate analyst, Lumina offers the flexibility to meet your needs.
  • What does Lumina specialize in?
    Our core areas of expertise include real estate investment analysis, capital markets advisory, accounting solutions, asset management, and marketing services.
  • How is Lumina different from other outsourcing and fractional support companies?
    Lumina stands out from other outsourcing and fractional support companies due to our deep industry expertise and personalized approach. With over 18 years of industry experience, we have advised on deals totaling over $8 billion and served over 70 clients. Unlike companies that outsource work to inexperienced analysts in other parts of the world, Lumina’s leadership has on-ground experience and has worked with top real estate firms across North America. Our experts know the latest trends and policies in the market and how to navigate them. Apart from our specialized services, we provide flexible and customizable plans to accommodate your specific requirements, whether you need full-time or part-time engagement options, project-based arrangements, or hourly/retainer packages.
  • Who are Lumina’s primary clients?
    Our primary clients include real estate investment firms, developers, lenders, and commercial brokers. We work with a diverse range of clients across the real estate industry, offering customized solutions to meet their specific needs and objectives.
  • What is Lumina Real Estate Investment Advisors?
    Lumina Real Estate Investment Advisors is a boutique advisory firm specializing in providing financial, analytical, and marketing support for real estate investments in North America. Our team of experts offers tailored solutions to meet our clients' unique needs, helping them navigate the complexities of the real estate market with confidence.
  • How does Lumina’s marketing service benefit real estate investments?
    We specialize in creating the perfect investor pitch decks, offering memorandums, PPMs, flyers, and other marketing materials that showcase the unique value proposition of your investment opportunities. Our professionally designed presentations help attract investors, secure financing, and effectively communicate your projects to potential partners and stakeholders. We create industry-grade marketing materials that are used by some of the prominent developers and investment firms in the market. Contact us and get a sample pitch deck today.
  • What geographic markets does Lumina cover?
    Lumina primarily focuses on serving clients in North America, including the United States and Canada. However, our experts have also worked on several deals in the UK and the Middle East. Our expertise and services are tailored to meet the unique needs of real estate investors, developers, and firms operating in these regions. Contact us today to discuss how we can assist you on your next project.
  • Can Lumina help with the financial analysis for a real estate investment?
    Yes, Lumina specializes in financial analysis for real estate investments. Our experienced real estate financial analysts provide expert guidance and tailored financial modeling services to help you assess the financial feasibility of your projects. Whether you need custom financial models created from scratch or existing ones enhanced to align with your project objectives, we've got you covered. Our financial models enable in-depth analysis of potential investments, allowing you to confidently assess risk, predict returns, and make strategic decisions.
  • How do I get started with Lumina's services?
    Getting started with Lumina is easy! Use the contact form on our website to send us a message, and we'll get back to you promptly. We look forward to discussing how we can support your real estate investment needs.
  • How can Lumina enhance the performance of real estate investments?
    Lumina enhances the performance of real estate investments by providing strategic guidance, detailed analysis, and expert insights. Our services are designed to help clients make informed decisions, optimize investment strategies, and mitigate risks through financial modeling, market research, project accounting, asset management, and creating marketing materials. We aim to empower our clients to achieve their investment goals and confidently navigate the real estate market.
  • What is the scope of Lumina’s capital markets advisory services for commercial brokers?
    We specialize in designing offering memorandums, confidential information memorandums (CIM), brochures, flyers, and teasers to market upcoming deals to potential developers and investors.
  • What key elements does Lumina include in a Real Estate Offering Memorandum to ensure comprehensive communication of investment opportunities?
    Our Real Estate Offering Memorandums are designed to provide detailed and clear communication of investment opportunities, ensuring investors have all the necessary information to make informed decisions. These key elements include: Project Overview/Highlights Market Overview Neighborhood Overview Maps and Aerial Views Project Description Comparative Market Analysis Project Timeline Financial Analysis/Projections Sensitivity Analysis Investment/Deal Structure and Return Waterfall Developer Profile Investment Risk Factors and Mitigation
  • What is the scope of Lumina’s capital markets advisory services for developers and investors?
    We provide comprehensive capital markets advisory services, including creating real estate pitch decks, offering memorandums, investor packages, and financing packages to help developers and investors secure funding and effectively communicate their investment opportunities.
  • What sources does Lumina use for its market research and facts?
    We rely on credible websites and resources such as research reports from major brokerages like CBRE, Colliers, and JLL, as well as state, county, and city websites. Additionally, we utilize national databases to ensure our real estate market research is accurate and up-to-date.
  • What does a typical Investor Report include?
    A typical Investor Report includes the progress of the project, updated returns, and revised time frames. These are generally sent on a monthly or quarterly basis to ensure investors are kept informed with regular updates on the status of their investments
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