Our "standard" consulting packages* include 2 copies of the report plus a single CD-ROM, and copies of any proprietary templates used.  Additional copies of the report are $75.00 for color copies or $50.00 for black & white copies, $50.00 for each additional CD-ROM  A 50% retainer is required prior to scheduling services.  Any reimbursable travel expenses will be billed as incurred.

Anonymous Community Profiling: 1 day plus travel expenses

We now offer a "buyer's" profile of age 55+ age restricted communities, which include a narrative of an anonymous visit to a community.  Typical items reviewed are:

• Billboards & directional signage
• Perception of neighborhood
• Proximity to shopping, transportation, medical, etc.
• Entrance to community
• Overall community appearance & cleanliness
• Condition & extent of amenities
• Quality of handouts & marketing materials
• Model/sample homes
  • Location & appearance
  • Number and condition
  • Landscaping & presentation
  • Furniture quality & placement
  • Decor quality and placement
  • Pricing of homes/leases/site
• Sales persons
  • Greeting
  • Personal appearance
  • Wait time
  • Listenability
  • Personality
  • Product knowledge
  • Thoroughness of presentation
  • Physical tour
  • Handling questions/objections
  • Collecting prospect information
  • Follow through
  • Knowledge of project, financing, lease/pricing
  • Trial close
  • Discounts/promotions
  • Prospect empathy
  • Knowledge of financing
• Perception of Value
• Telephone etiquette
• Nearby competitive projects
• Follow through by sales staff

The report will include photos and videos where available, on a CD Rom with a letter report outlining the basic  conclusions.

1.  Quick Look Feasibility" Report:  2 days Plus travel expenses
A two day visit to your proposed development site, for a brief analysis of the site location, product recommendations, market analysis, and preliminary feasibility.  Simple written report.  Includes one day travel time. Travel expenses to be reimbursed by client.  Credit for the Quick Look Feasibility Report fee will be applied to 3 through 6 as listed below, if commissioned within 6 months.  Travel expenses will not be credited.

3.  Market Review Report:  4 days plus travel expenses
An analysis of past and current market conditions for your proposed development.  Includes demographic, housing alternatives survey, pricing review, home buyer financing options, and estimated market demand for a "hypothetical" home/community project on the proposed development site. Includes 3 days travel time.  Travel expenses to be reimbursed by client.

4.  Economic Analysis Report:  5 days
A preliminary pre-tax cash flow analysis of the proposed project using market demand fill rates, projected home prices/lease rates, typical operating and marketing budgets, and developer provided or estimated construction costs.  Returns estimated total equity and debt capital requirements under proposed project and development financing structure. Estimates internal rate of return including a simulated "sale" of the community if a leasehold project, and estimated total cash return.  Uses proprietary templates which are provided to the client at the end of the report.  No travel time, no travel expenses.

5.  Feasibility (Due Diligence) Report:  7 days plus travel expenses
A combination of the Market Review and Economic Analysis Reports (3 & 4) into one unified, coordinated report.  Includes 3 days travel time.  Travel expenses to be reimbursed by client.

6.  Business and Marketing Plan:  8 days plus travel expenses
Feasibility Report plus suggested marketing and operations budgets, job descriptions, critical path time line, in the context of a proposed community development, in  a specific location, with suggested product costs/pricing.  Includes 3 days travel time.  Travel expenses to be reimbursed by client.