01
Deal Underwriting
Independent models and screening memos for acquisitions, developments, and recapitalizations.
- Full cash flow and returns models
- Market and rent comp analysis
- Sponsor and structure review
- Investment committee memos
Real Estate Investment Advisory
Institutional underwriting for private capital.
SHK Advisory gives family offices, private investors, and emerging sponsors the underwriting rigor and investment operations of a full in-house team — without the headcount.
10+
Years underwriting institutional real estate
Multifamily
Core focus, with selective office, retail, and net lease
DFW
Based in Frisco, Texas — working nationally
Three ways we work together
Engagements are scoped to the decision in front of you — a single deal, a full pipeline, or the systems your team runs on.
02
Allocator Advisory
Support for family offices deploying into funds, co-investments, and direct real estate.
- Fund and sponsor diligence
- Portfolio construction and pacing
- Waterfall and fee analysis
- Ongoing pipeline screening
03
Investment Operations
The infrastructure behind the investing — reporting, process, and the tooling that removes manual work.
- Pipeline and deal tracking systems
- Reporting and dashboard builds
- Underwriting template standardization
- Process and workflow design
How we approach the work
Advisory that behaves like a partner on your side of the table, not a vendor producing deliverables.
Independent by design
No brokerage, no placement fees, no promote on deals we screen for you. The analysis is the product, and the incentives stay clean.
Audit-ready output
Every model ships with transparent assumptions, sourced comps, and sensitivity ranges. You should be able to defend the number, not just receive it.
Operator's perspective
Underwriting informed by a decade of institutional investment work and direct ownership experience — including what actually happens after close.
Built to hand off
Models and systems are documented so your team can run them without us. The goal is capability that stays with you.
Have a deal on your desk?
Send the offering memorandum and a note on what you're weighing. Initial conversations are straightforward and free.