Financial Services
Wize Financial provides owners and investors with institutional-grade financial analysis, investment underwriting, and capital strategy for New York City real estate assets.
What We Offer
Comprehensive financial modeling, cash flow projections, and return analysis for acquisitions, dispositions, and refinancing decisions across NYC multifamily and mixed-use assets.
Institutional-grade underwriting for potential acquisitions. We evaluate cap rates, IRR, cash-on-cash returns, and sensitivity analysis to inform investment decisions.
Strategic review of existing portfolios to identify optimization opportunities — from asset allocation and diversification to disposition timing and capital deployment.
Guidance on capital structure, financing options, and capital deployment strategies. We help owners make informed decisions on debt, equity, and refinancing.
How We Work
Gathering comprehensive financial data, operating statements, rent rolls, and capital expenditure histories.
Evaluating market conditions, comparable transactions, and neighborhood dynamics affecting asset performance.
Building detailed pro formas, cash flow projections, and return analyses tailored to your investment criteria.
Presenting actionable insights on acquisitions, dispositions, refinancing, or capital improvements based on our analysis.
Why Wize
Most financial analysts only understand the numbers. We understand the numbers and the buildings behind them — because we've managed, leased, renovated, and operated assets across NYC.
That operational context means our financial models reflect reality, not just theory. We know what expenses to expect, what renovations cost, and how market dynamics affect performance.
Licensed NYC real estate brokerage
Operational experience across asset types
Institutional-grade underwriting
Market-driven assumptions and projections
Technology-enabled analysis
Network of lenders, investors, and operators
Let's discuss your assets and how our financial analysis can help you make more informed investment decisions.