FREE DILIGENCE PACK
Read the deal the way a careful investor does.
The first questions to ask and the first numbers to check, whether you are reviewing a deck or preparing one.
Know what to ask before the call.
Get the free Diligence Pack: the Underwriting Framework and Fee Stack Checklist in one PDF.
Free. Download it on the next page, and we will email you a link too. Your email also gives you access to the market report downloads and a notice when new reports and insights are published. Unsubscribe any time.
What is in the pack?
The Underwriting Framework. 17 questions across three filters: the market, the asset class and the deal. Start here to decide whether a deal deserves your time.
The Fee Stack Checklist. 15 questions on what a sponsor is paid, what only pays if the deal works, and how the two balance.
Who is it for?
Investors who read decks, and sponsors who want to see their own offering the way an investor will.
Educational only. It does not recommend any deal.
From Todd Higley
Someone who has been on the other side of the table.
With nearly seven years at a commercial real estate brokerage, personally sourced $350 million of institutional capital as part of a $3 billion platform.
I make videos about how to read offerings and how to be ready to act on the good ones.
Todd Higley
Founder | The Investors Collective
The Investors Collective sells educational tools to both investors and sponsors, may be paid flat fees by sponsors, and does not recommend specific offerings. You run every tool on your own documents. Educational use only. This is not investment, legal or tax advice, and not an offer or solicitation for any security. No output is a recommendation or a yes or no on any investment. AI can make mistakes. Verify every number against the source documents. The Investors Collective and its affiliates shall not be held liable for any financial losses, damages, or missed opportunities resulting from the use of these tools, templates, or educational materials.