14-Property LIHTC Portfolio

A Broker Opinion of Value and valuation package covering a 14-property LIHTC portfolio across Texas and Georgia, prepared for a prospective seller evaluating disposition options. Presenting a portfolio of this scope - spanning GP interest assets, fee simple deals, and varied market conditions - required a document structure that could hold complexity without losing clarity for the reader. The analytical inputs came from multiple team members; the job was to make it cohere.

Valuation Assembly & Formatting

Synthesized financial inputs and analytical data provided by other analysts across the team into a unified, formatted valuation document, organized for readability and structured for reuse on future portfolio assignments.

Investment Highlights Icons & Assumptions Design

Sourced icons for the Investment Highlights section and redesigned the assumptions layout so it fit cleanly onto a single page with uniform spacing, an improvement from the previous format.

Team Overview & Sale Experience Standardization

Updated the team overview with revised colors, layout, and expanded team members, maintaining it regularly as deal closings changed the numbers displayed, and standardized the sale experience section based on which deals most effectively represented the team's capabilities. Together, the sections created a consistent, credible track record presentation that stayed current.

Interactive Experience Map

Built an explorable, interactive map showing the geographic breadth of the team's transaction experience, giving prospective clients a visual representation of the platform's national reach.

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