CASE STUDY
Underwriting That Helped Keep a Complex Transaction on Track
Amount
$23,000,000
Location
Type
Sale
The Situation
Less than 24 hours before the scheduled closing of a $23 million multifamily property sale, the client faced an unexpected staffing gap that left a critical role in the transaction uncovered. With closing imminent, Foss Real Estate Partners was brought in to provide immediate commercial real estate underwriting and transaction support.
Because our team had no prior involvement in the deal, we had to quickly understand the underwriting, transaction history, and financial documentation while the closing process was already underway. At the same time, we worked directly with the client, brokers, and seller to review closing statements, reconcile deposits, and resolve outstanding financial discrepancies before the transaction could close.
Our Approach
With limited time and no transition period, Foss integrated directly into the transaction team and quickly established a working understanding of the deal. Our team reviewed the underwriting, supporting financial documentation, and closing materials to identify outstanding issues and determine the financial items that required immediate attention.
Working alongside the client, brokers, and seller, we analyzed closing statements, reconciled deposits, and resolved financial discrepancies as they arose. By combining commercial real estate underwriting with real-time financial analysis and transaction support, Foss helped keep the closing process moving while providing the client with the information needed to make timely decisions.
The Results
The multifamily property sale closed successfully and remained on schedule despite the compressed timeline and complexity of the transaction.
By stepping into a live commercial real estate transaction less than 24 hours before closing, Foss provided the underwriting, financial analysis, and transaction support needed to help the client navigate a critical stage of the sale. The engagement highlights Foss's ability to integrate quickly into active transactions and support sponsors through acquisitions, dispositions, financings, and recapitalizations when timing and execution matter most.
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