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For Wealth Managers & RIAs

The CRE verification specialist your practice doesn't have in-house

We work alongside wealth managers — not instead of them.

We verify the CRE deals your clients are considering, so you can advise with confidence and have independent diligence on file. We never touch the client relationship.

On file
Independent verification per deal
Co-brand
Or full white-label
You
Own every recommendation
Tailored
Pricing to your deal flow
The boundary we hold
AB CRE verifies the deal
  • Confirms whether a specific deal performs as represented
  • Reports facts: "distributions are 30% below projection"
  • Translates technical sponsor reports into plain language
  • Reports findings to you and your client together
You advise the client
  • Manage the client's whole portfolio and strategy
  • Decide what it means: hold, exit, or stay patient
  • Set overall CRE allocation and risk strategy
  • Own the relationship and every recommendation
Why Advisors Work With Us

CRE diligence, without the hire

Syndication underwriting, PPMs, and waterfalls sit outside most advisors' core. We fill that gap on demand — and give you a documented, independent record for every CRE deal your clients do.

Liability cover

A documented, independent verification on file for every CRE deal your client does — your protection if a deal underperforms.

CRE expertise on demand

Syndication underwriting, PPMs, and waterfalls are outside most advisors' core. We fill that gap without a hire.

Makes your practice look sharp

Co-branded or white-labeled verification you can present as part of your service.

You stay in control

We report facts to you and your client; you make every recommendation. We never advise on allocation or strategy.

How It Works for Your Practice

Send us the deal. We do the rest.

No onboarding, no software, no per-client setup. You forward a deal or a sponsor report; we verify it and return a documented findings report to you and your client. You stay in front of the relationship at every step.

1
You forward a deal. A pitch deck, a full underwriting package, a sponsor update, or a capital call notice — whatever your client received.
2
We verify the facts. Sponsor and market checks, model and PPM review, or a report checked against the original underwriting — scaled to what the deal needs.
3
You get a documented report. A clear, co-branded findings report delivered to you and your client. You decide what it means and make the call.
Services

Scaled to what the deal needs

Each stage maps to where the deal is. Take only the stage you need — or run all three across a client's investment lifecycle.

Stage 1 · Initial
Screening & Market Check
Sponsor background, public record, and track-record gut-check. High-level submarket validity check. Pitch deck review for obvious red flags. Short findings note and 30-minute debrief.
Fast filter · pre-diligence
Stage 2 · Deep
Deal Review
Financial model verified against market data and stress-tested. PPM, waterfall, and fee structure reviewed in plain language. LP protections and consent rights checked. Verified findings report and 60-minute debrief.
Pre-commitment · before funds wire
Stage 3 · Ongoing
Performance Verification
Forward each sponsor report; we verify it against the original underwriting. Event-triggered — we act when you send a document, never a standing watch. Facts reported to you and your client.
Post-investment · per report
Stage 3 · Ongoing
Capital Call Review
Verify a capital call against the original plan and capital stack before your client funds it. Triggered only when a capital call notice arrives. We report facts — we never recommend whether to fund.
Post-investment · per event
Advisor Pricing

Tailored to your practice

We offer volume pricing, co-branded reporting, and priority turnaround tailored to your practice. Pricing depends on your deal flow and how you'd like to engage — reach out and we'll find the right fit.

Pricing for advisors & RIAs

Volume pricing · co-branded reporting · priority turnaround. Reach out for pricing tailored to your practice.

Reach Out for Pricing →

What we never do: Tell your clients whether to invest. Provide financial planning or asset-allocation advice. Negotiate with sponsors or manage assets. Replace legal or tax counsel. We never market additional services to a referred client. The relationship is yours.

Serving yourself, not clients?

If you're an individual investor evaluating your own deal, see individual pricing.

For Individual Investors →

"Let's find the right fit for your practice."

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