Map the constraints
We identify ownership entities, partner approvals, shared services and cross-collateralized loans before deciding what can be sold separately.
Our expertisePractice 03 / 05
Portfolio sales.
Portfolio compositionThe assignment
Which properties belong together?
The best buyer for an entire portfolio may underwrite its weakest fit most conservatively. We compare a single sale with regional groups and individual transactions.
CO / FIELD NOTES03Illustrative scenario
One portfolio. Two operating footprints.
Several communities sit within one management region. Another is hours away and has a different joint venture partner. A local operator values the cluster but would need a new team for the outlier.
Cedar Oak’s view
We evaluate the regional group separately and test whether proceeds and execution improve enough to justify a second closing.
What we examine.
Build comparable cases
We underwrite each property individually and model which overhead savings a buyer could actually realize across the group.
Test the buyer pool
We compare buyers with capacity for the full equity commitment against operators already established in individual markets.
First conversation
Where to start.
An asset list, ownership and loan structure, operating statements by property and any preferred sale sequence.