Capital Markets Advisory

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.

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.

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.

Lumina supports a variety of accounting software, including QuickBooks, ensuring our clients can continue using their preferred platforms while benefiting from our expert services.

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.

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.

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.

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.

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.

At Lumina, we believe a feasibility study is a critical step in real estate investment analysis. It provides a thorough evaluation of a project's potential, helping investors determine whether the development is financially and operationally viable. By analyzing factors such as market conditions, cost projections, potential risks, and regulatory requirements, a feasibility study enables investors to make informed decisions. For real estate developers, lenders, and investors, this study minimizes the risk of unforeseen complications, ensures alignment with market demands, and helps secure financing. At Lumina, our expert real estate analysts conduct comprehensive feasibility studies to help you assess project profitability, mitigate risks, and guide your investment strategy toward long-term success.

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.

Our core areas of expertise include real estate investment advisors, capital markets advisory, accounting solutions, asset management, and marketing services.

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.

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.

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.

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.

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.

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.

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.

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.

We specialize in designing offering memorandums, confidential information memorandums (CIM), brochures, flyers, and teasers to market upcoming deals to potential developers and investors.

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

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.

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.

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