From RFP to Full-Scale Execution

Industry: Real Estate Development
Project Type: Mixed-Use – Hotel, Apartments & Retail
Duration: Ongoing (Since 2023)
Location: Dayton, Oregon

Project Overview

When a confidential company issued an RFP for a major town development initiative, it opened the door to a unique but complex opportunity. The project spanned five distinct development sites, each requiring its own tailored plan—ranging from a high-end hotel to rental apartments and for-sale residential units.

Our client, a Portland-based real estate development firm, saw the potential—but to win the bid, they needed a financial partner who could bring clarity, precision, and competitive edge. That’s where Finalysiz came in.

Scope of Work

• Financial Underwriting & Modeling
• Feasibility Studies
• Proposal & Investment Deck Creation
• Capital Stack Structuring
• Real Estate Draw Package Management
• Real Estate Financial Modeling
• Custom Investment Deck Design
• Accounting System Setup
• Ongoing Bookkeeping & Reporting
• Stakeholder Financial Management
• Real Estate Underwriting for Investors
• Capital Stack Advisory
• Real Estate Project Financing Advisory

The Challenge

Our client needed to demonstrate the financial and strategic feasibility of a multi-site development—each with different asset classes and income structures. The RFP demanded five separate underwriting models, tailored to each property’s use case.

Moreover, time was of the essence. Competition was fierce, and the proposal needed to stand out both creatively and financially.

And winning the bid was just the beginning—our client needed a partner who could stay involved through pre-construction, construction, operations, refinancing, and eventual exit.

Our Approach

Finalysiz got to work immediately.

We helped craft a compelling proposal grounded in data, not just vision. Our team built five bespoke underwriting models, each aligned with the unique characteristics of its respective site. Whether it was a hospitality asset or a rental development, each model was based on realistic market assumptions, construction estimates, and operator input.

Key actions included:

• Conducting location-specific feasibility studies
• Collaborating with architects to get an optimized area plan for cost efficient development.
• Collaborating with hotel operators to refine revenue assumptions
• Modeling different return profiles for rental vs. for-sale residential units
• Designing realistic capital stack structures per site
• Developing high-impact investment decks to support the proposal

Throughout the bidding phase, our models were continually refined to reflect updated costs, timelines, and financing terms—ensuring that the proposal remained both competitive and credible.

The result? A proposal that stood out for its depth, adaptability, and foresight—ultimately securing our client the winning bid.

Execution & Operations

Once the project was awarded, Finalysiz transitioned seamlessly into the operational phase.

We became a core part of the development team, coordinating closely with architects, contractors, and project managers. Our contributions included:

• Setting up a centralized documentation and financial reporting system
• Implementing budgeting and vendor payment processes
• Establishing and maintaining the accounting system
• Monitoring timelines, approving budgets, and tracking financial milestones

Thanks to our fully integrated approach, we ensured real-time visibility into the financial health of the project—enabling data-driven decisions at every phase.

Results

• Our financial models helped the client win the competitive bid for the town development.
• We remain embedded in the project, supporting all financial operations from pre-construction to ongoing development.
• The centralized financial system we built enables transparent vendor and contractor management.
• The hotel component is now well underway, with the broader town development progressing smoothly.

With Finalysiz as their financial partner, our client has the clarity, control, and agility to confidently navigate every stage of development.

Services Used

Real estate underwriting | Feasibility studies | Capital stack advisory | Investment deck design | Financial modeling | Draw package management | Project financing