Greenfield Advisors prides itself on its ability to provide clients with the data and expert analysis they need to make the right decisions. Our team of analysts goes step-by-step through property research, data compilation, and analysis to ensure that our final product is of the highest quality.
Our approach to feasibility studies is grounded in three concepts: market feasibility, economic feasibility, and financial feasibility. The first asks the question, “If we build it, will they come?” The second, “If we build it, and they come, will they pay us?” The third asks, “If we build it, and they come, and they pay us, will it be profitable?” This approach is at the core of the highest and best use study, and it is one of the first steps in all complex real estate development decisions. Our feasibility studies have paved the way for urban villages in Washington and shopping centers in South Carolina. Some of our other successes, of course, are projects that didn’t happen because of our timely warning. In today’s environment, the difference between boilerplate reports and true analysis can also be the difference between failure and success.
Greenfield Advisors puts its data analysis skills to the test with nearly every avenue of its business. We are able to identify housing and finance fraud through our analysis of housing finance and mortgage data. Fraud serves as the basis for endless legal matters, and our analysis can be used to identify the fraud, as well as inform our clients of the proper steps to address the offense.
Greenfield Advisors offers advisement on issues where consumer protection may be of concern. Specifically, we can research and offer diligence services to determine trustworthy sources and best practices. This due diligence service can be applied to countless avenues of business and can be relevant to any client’s needs.
Our knowledge of predatory lending allows us to understand where clients’ feel they have been unfairly targeted with unreasonable terms and conditions connected to a loan or service. We can refer clients to a HUD Certified Housing Counselor through Greenfield Institute for individual counseling services.
Greenfield Advisors provides specialized REIT valuation services, utilizing our deep experience in publicly and privately traded REITs. We have a particular interest in valuing minority or non-traded interests in private REITs to settle dispute negotiations or share valuation disputes. These situations often combine valuing underlying assets and valuing privately traded security interests. Our REIT valuation services, conducted objectively and independently, synergize with the fund raising capabilities of Bartow Street Capital offering a path for private REITs seeking growth opportunities.
Successful business ventures require more than an idea and Greenfield Advisors leverages its economic analysis team to build business plans from the ground up. EB-5 Immigrant Investor Program applicants need business plans to secure acceptance into the visa program; business leaders need business plans to secure loans and grants; and entrepreneurs need business plans to secure venture capital or seed funding.
Our analysts interview the clients, their team, and others who might be involved in the business to ensure that all of the needed information is compiled. The team then researches the local economy, similar businesses, and the potential customer base.
In the end, clients receive a comprehensive plan of action that satisfies all requirements of any loan or EB-5 application. Greenfield Advisors works with business of all sizes with clients of all backgrounds.
The EB-5 Immigrant Investor Program requires applicants to provide not only a business plan, but also an economic impact study. Greenfield Advisors has built its reputation on economic and real estate valuation, and the award-winning analytics team has become known for its ability to create informative, concise studies that expertly detail the economic impact of a potential business.
Past clients have ranged from small businesses with a handful of employees to large companies looking to expand its operations. The economic impact studies completed by Greenfield Advisors has allowed companies to secure federal loans, break ground on new projects, or just move forward through the EB-5 process.
Economic impact studies require sharp minds and a deep understanding of what it takes to not only start a business but to make it successful. Clients know that the reports they receive from Greenfield Advisors are backed by decades of economic and financial experience and meet the requirements of EB-5 and other loan applications.
The EB-5 program has seen about 10,000 visas a year given to foreign nationals interested in moving their families to the United States. In the past, the visas have required investments of $500,000 or $1 million, depending on the location, into a project that will economically stimulate the area through job creation.
The Greenfield Advisors EB-5 team provides an expert level of financial and business analysis with a high degree of objectivity that will give clients the information they need to make an informed decision about whether to invest in a particular project.
The decision to enter the EB-5 market comes at a time when both Congress and the SEC are looking into ways to both protect investors from fraud as well as make sure EB-5 investments create the economic stimulus that has been the goal from the beginning of the now 25-year-old program.
“We’ve seen for some time the need for an objective look at regional centers and direct deals before investors decide to invest,” said Dr. Clifford Lipscomb, Greenfield Advisors’ Vice Chairman and Co-Managing Director, as well as the head of Greenfield Advisors’ EB-5 diligence team. “Greenfield Advisors is known for its ability to look at complex financial and real estate situations and give clients the data and information they need to make an informed decision.”
Investors in EB-5 programs want to know their money is being placed in a project that will produce the anticipated returns and will allow them to gain EB-5 visas for themselves and their families. However, there are few options for investors to find qualified companies to perform the due diligence they need.
“It’s easy to find projects in which to invest, but to make the right decision you have to have the right information,” Dr. Lipscomb said. “Greenfield Advisors’ EB-5 diligence team includes a Ph.D. economist, a senior analyst with multiple FINRA licenses and Wall Street experience, and support staff, which allows us to give investors everything they need to make decisions on which regional centers are best for them. It’s that peace of mind that our clients want and our new diligence practice provides that critical element.”
Greenfield’s EB-5 diligence services can benefit EB-5 visa applicants and the law firms that advise them.
“I can’t believe it took us this long to make a change. So happy that we did. Numbers don’t lie.”
John Doe, Divi CEO