Investment Deal Review
A written underwriting memorandum on the property you are about to buy, renovate or refinance, delivered within three business days.
Schedule a Consultation
Hablamos Español
Investment Deal Review
A written underwriting memorandum on the property you are about to buy, renovate or refinance, delivered within three business days.
Schedule a Consultation
Hablamos Español
Investment Deal Review
A written underwriting memorandum on the property you are about to buy, renovate or refinance, delivered within three business days.
Schedule a Consultation
Hablamos Español
Before you sign, an attorney and accountant review the numbers, the financing and the risks of the deal, and give you a clear recommendation in writing.
Before you sign, an attorney and accountant review the numbers, the financing and the risks of the deal, and give you a clear recommendation in writing.
Before you sign, an attorney and accountant review the numbers, the financing and the risks of the deal, and give you a clear recommendation in writing.
ABOUT THIS SERVICE
ABOUT THIS SERVICE
HOW WE WORK
HOW WE WORK
Four Steps From Your Documents to a Decision
Four Steps From Your Documents to a Decision
Four Steps From Your Documents to a Decision
01.
01.
01.
Send the Deal
Send the Deal
Send the Deal
You send the contract, the figures you have, photographs and any inspection or appraisal. A short intake call confirms your goal and your deadline.
You send the contract, the figures you have, photographs and any inspection or appraisal. A short intake call confirms your goal and your deadline.
02.
02.
02.
Underwriting
Underwriting
Underwriting
We rebuild the purchase, repair, carrying and exit figures, test the financing options, and check the title, lease and zoning issues that affect value.
We rebuild the purchase, repair, carrying and exit figures, test the financing options, and check the title, lease and zoning issues that affect value.
03.
03.
03.
Written Memorandum
Written Memorandum
Written Memorandum
You receive a memorandum with the projected return, the risks we found, the financing we recommend, and a go or no go recommendation.
You receive a memorandum with the projected return, the risks we found, the financing we recommend, and a go or no go recommendation.
04.
04.
04.
Review Call
Review Call
Review Call
We walk through the memorandum with you, answer your questions, and set the next steps with the law firm or the lender if you proceed.
We walk through the memorandum with you, answer your questions, and set the next steps with the law firm or the lender if you proceed.
WHAT YOU RECEIVE
WHAT YOU RECEIVE
What the Deal Review Includes
What the Deal Review Includes
What the Deal Review Includes
01
Purchase and Repair Budget
A line by line review of the price, the repair estimate, closing costs and reserves, using the figures we would apply as a lender.
01
Purchase and Repair Budget
A line by line review of the price, the repair estimate, closing costs and reserves, using the figures we would apply as a lender.
01
Purchase and Repair Budget
A line by line review of the price, the repair estimate, closing costs and reserves, using the figures we would apply as a lender.
02
Financing Options
Conventional, private and seller financing compared on cost, speed and risk, including terms available through RFH Capital Partners.
02
Financing Options
Conventional, private and seller financing compared on cost, speed and risk, including terms available through RFH Capital Partners.
02
Financing Options
Conventional, private and seller financing compared on cost, speed and risk, including terms available through RFH Capital Partners.
03
Projected Return
Cash flow, cash on cash return and exit value under a base case and a downside case, in a format you can share with partners.
03
Projected Return
Cash flow, cash on cash return and exit value under a base case and a downside case, in a format you can share with partners.
03
Projected Return
Cash flow, cash on cash return and exit value under a base case and a downside case, in a format you can share with partners.
04
Risk Findings
Title, lease, zoning, permit, insurance and market risks identified from the documents, each with a recommended response.
04
Risk Findings
Title, lease, zoning, permit, insurance and market risks identified from the documents, each with a recommended response.
04
Risk Findings
Title, lease, zoning, permit, insurance and market risks identified from the documents, each with a recommended response.
05
Recommendation
A clear recommendation to proceed, renegotiate or walk away, with the terms we would ask for if you go forward.
05
Recommendation
A clear recommendation to proceed, renegotiate or walk away, with the terms we would ask for if you go forward.
05
Recommendation
A clear recommendation to proceed, renegotiate or walk away, with the terms we would ask for if you go forward.
WHO THIS IS FOR
WHO THIS IS FOR
Who Uses the Deal Review
Who Uses the Deal Review
Who Uses the Deal Review
Schedule a Consultation
Schedule a Consultation
Fix and Flip Buyers
01
Fix and Flip Buyers
01
Fix and Flip Buyers
01
Rental Property Buyers
02
Rental Property Buyers
02
Rental Property Buyers
02
Owners Refinancing
03
Owners Refinancing
03
Owners Refinancing
03
OTHER SERVICES
OTHER SERVICES
Complement Your Strategy
with Our Services
Complement Your Strategy
with Our Services
Complement Your Strategy
with Our Services
Asset Management
Structured asset and portfolio management to maintain performance, manage risk, and optimize long-term investment value.
Asset Management
Structured asset and portfolio management to maintain performance, manage risk, and optimize long-term investment value.
Asset Management
Structured asset and portfolio management to maintain performance, manage risk, and optimize long-term investment value.
Tax & Accounting
Tax and accounting solutions designed to optimize tax strategy, ensure compliance, and provide clarity on financial performance.
Tax & Accounting
Tax and accounting solutions designed to optimize tax strategy, ensure compliance, and provide clarity on financial performance.
Tax & Accounting
Tax and accounting solutions designed to optimize tax strategy, ensure compliance, and provide clarity on financial performance.
Private Lending
Flexible financing solutions tailored to real estate investment needs, enabling timely and efficient execution of opportunities.
Private Lending
Flexible financing solutions tailored to real estate investment needs, enabling timely and efficient execution of opportunities.
Private Lending
Flexible financing solutions tailored to real estate investment needs, enabling timely and efficient execution of opportunities.
START A DEAL REVIEW
Tell Us About the Property
Your trusted financial
and investment partner
Get clear strategy for your better financial and real estate decisions
Schedule a Consultation
Your trusted financial
and investment partner
Get clear strategy for your better financial and real estate decisions
Schedule a Consultation
Your trusted financial
and investment partner
Get clear strategy for your better financial and real estate decisions
Schedule a Consultation
Links
Newsletter
Stay up to date on the latest from us
Consulting, tax, accounting and private lending for real estate investors and business owners in Dallas, Orlando and Tampa. Hablamos Español.
Headquarters
Texas Office
© 2026 RFH Capital Advisors. All rights reserved.
Links
Newsletter
Stay up to date on the latest from us
Consulting, tax, accounting and private lending for real estate investors and business owners in Dallas, Orlando and Tampa. Hablamos Español.
Headquarters
Texas Office
© 2026 RFH Capital Advisors.
All rights reserved.
Links
Newsletter
Stay up to date on the latest from us
Consulting, tax, accounting and private lending for real estate investors and business owners in Dallas, Orlando and Tampa. Hablamos Español.
Headquarters
Texas Office
Services
© 2026 RFH Capital Advisors. All rights reserved.