The Valuations Group, Inc.

Description

The Valuations Group, Inc. provides transaction advisory and valuation consulting services for real estate sponsors, investors, and fiduciaries. The company offers valuation services to estate and gift tax reporting; ERISA compliance; customer statement reporting; OCC valuation guidelines; operating business and fractional interest valuations to support estate and gift tax planning, business and family succession, entity mergers, new acquisitions, and asset dispositions; expert witness consultation and testimony for the resolution of disputes involving valuation of fractional interests in limited partnerships, limited liability companies, TICs, and non-traded REITs; and general consultation concerning the valuation of fractional real estate interests, valuing a business, and other related matters requiring a business valuation specialist. Its services also include sponsor assessment and financial underwriting for JV equity transactions; the third party assessment of investment programs to facilitate evaluation by broker dealer and RIA firms; the development of customized financial modeling to understand transaction risk and return profiles; and real estate market analysis to support acquisition underwriting. In addition, the company provides real estate advisory and capital markets intermediary services to facilitate commercial and multifamily transactions and real estate joint venture formation. It serves accounting firms, bank and trust companies, financial planners, family offices, general partners, government regulators, individual investors, law firms, pension administrators, real estate private equity firms, secondary investors, capital markets intermediaries, placement agents, investment banking firms, real estate owners and operators, management companies, specialty finance firms, registered investment advisors, asset management firms, and insurance companies. The company was incorporated in 1994 and is based in Cambridge, Massachusetts.

Tags:

Banking Finance, Banking Consulting, Private Banking, Bank Group, Bank Capital, Equity Bank, Bank Management, Development Bank, Investment Banking Services, Banking Insurance, Finance and Investment Banking, Banking Financial Services