Fractional Dutch Auctions of Commercial Income-Producing Real Estate Properties - TIC Plan Ownership Syndications

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Due Diligence Documentation "Exhibit F-18"

Pro Forma Financial Analysis Consultant Contract

The following notes are provided pertaining to this exhibit:

  1. What: the provision of financial modeling services must be done pursuant to a fee-for-services agreement with the provider.

  2. When: the Pro Forma Financial Analysis Presentation is the second contract that is typically let by the Developer during the pre-construction phase.

  3. Why: lenders, investors, regulators and other project stakeholders may require the Developer to prepare (or cause to be prepared) a pro forma financial presentation to be used in the construction mortgage financing underwriting process.

  4. Where: a copy of the executed agreement is kept in electronic file format by the Developer.

  5. How: the financial modeling services are dependent upon the completed Market Feasibility Analysis Report (see Exhibit F-3) and the Owner's Program (see Exhibit D-4)

  6. What's important: the contract should require production of all department budgets, revenue schedules, occupancy schedules, all non-operating expense items and cash flows from all operating and non-operating events for the full 5-year forecast period.

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