How it works
Real estate sponsors must be good stewards of client capital. Our team performs initial and ongoing due diligence on the sponsors' performance, operations, and organizational structure.
Our team will review the materials provided by the sponsor. We’ll evaluate our current capacity and fit as a partner based on the information provided.
After determining fit as a sponsor and interest in pursuing the investment, our team will conduct a site tour.
We conduct a thorough due diligence process covering an in-depth review of the proforma, a market analysis, and a legal review.
The sponsor will present the investment opportunity to our Private Investment Committee (PIC). After the presentation, PIC will vote to approve the investment.
After PIC’s approval, Valeo shares the investment opportunity with interested clients.
After client commitments are finalized, we facilitate document execution and project funding.
We provide ongoing cashiering, K-1 and investor report distributions, and cloud organization services.
Regularly strategize with sponsors on critical decision points during an investment's life cycle.
Our team strives to maintain strong relationships with our sponsors through open communication and a collaborative approach during the entire investment process. In a commoditized industry, we believe this partnership mentality allows for a greater impact for stakeholders and communities.
