Client Snapshot
Industry:
Multifamily Real Estate Investment & Acquisitions
Location:
Dallas, Texas, USA
Engagement Type:
Acquisition Underwriting & Financial Analysis Support
Deals Evaluated:
70+ Multifamily Investment Opportunities
Key Highlights
Pipeline Scale:
70+ multifamily deals evaluated
Process:
Standardized underwriting across all opportunities
Speed:
Faster financial analysis and deal evaluation
Technology:
RedIQ and ApartmentIQ integration
Client Background
The client is a Texas-based multifamily real estate investment firm focused on acquiring and repositioning value-add apartment communities. As acquisition volumes increased, the firm needed additional underwriting capacity to evaluate more opportunities without compromising consistency or analysis quality.
OHI partnered with the acquisitions team to support the full underwriting lifecycle, including deal screening, financial validation, market research, and investment analysis. The objective was to accelerate acquisition decisions while maintaining a disciplined underwriting framework.
Business Challenge
The client needed to scale underwriting capacity while maintaining consistency, speed, and accuracy across a growing acquisition pipeline.
High Volume of Deal Flow
Opportunities were received from multiple brokers and platforms, requiring continuous evaluation.
Fragmented Data Sources
Critical inputs were spread across offering memorandums, rent rolls, T-12s, tax records, and broker communication.
Inconsistent Assumptions
Each deal required standardized assumptions for income, expenses, and occupancy to ensure comparability.
Time-Sensitive Decisions
Competitive acquisition timelines required faster turnaround without compromising analysis quality.
Handling high deal volumes required a structured underwriting process that could standardize inputs, validate financial data, and deliver consistent investment analysis within tight timelines.
OHI's Approach & Solution
Deal Screening and Pipeline Management
- Tracked acquisition opportunities across brokerage channels
- Maintained a structured and updated deal pipeline
- Provided visibility into active and prospective investments
Financial Data Validation
- Collected and reviewed rent rolls and T-12 statements
- Standardized data using RedIQ
- Validated occupancy, income, and operating expenses
Market Research and Underwriting Support
- Integrated market intelligence from ApartmentIQ
- Validated rental rates, unit mix, and occupancy trends
- Benchmarked properties against comparable assets
Financial Modeling and Investment Analysis
- Input validated data into the client’s underwriting model
- Built assumptions for income, expenses, and renovation premiums
- Provided clear commentary supporting investment assumptions
Results & Impact
| KPI | Before OHI | After OHI | Impact |
|---|---|---|---|
| Deal Evaluation | Manual and time-intensive process | Standardized underwriting workflow | Faster decisions |
| Financial Data Quality | Fragmented across sources | Validated and standardized data | Improved accuracy |
| Investment Consistency | Variable assumptions | Standardized underwriting methodology | Better comparability |
| Pipeline Visibility | Manual tracking | Structured pipeline management | Improved visibility |
OHI enabled the client to scale underwriting capacity by standardizing financial inputs, improving data quality, and implementing a consistent evaluation framework. Over 70 multifamily opportunities were analyzed, allowing faster decision-making while maintaining disciplined investment evaluation.
OHI became a dependable extension of our acquisitions team. Their attention to detail, consistency in underwriting, and ability to deliver quality analysis within tight timelines helped us evaluate more opportunities and make faster investment decisions.
VP Acquisitions
Texas-Based Multifamily Investment Firm
Scale underwriting without expanding your internal team
Improve deal speed, standardize analysis, and evaluate more acquisition opportunities with structured underwriting support.
