Sai Capital
Real estate investment
Focus
FinanceReal estateStrategy
— Overview
Sourced and underwrote Sai Capital's next short-term-rental acquisition, screening North Carolina markets, valuing the target with income and sales-comparison approaches, and building a ten-year pro forma with loan sizing and sensitivity analysis to support a clear go-forward recommendation.
— Deliverables
- ✓Market screen across three North Carolina STR markets on demand, regulation, and growth
- ✓Short-term-rental policy and regulatory review by market
- ✓First-hand nightly-rate and occupancy data from twelve months of comparable listings
- ✓Comparables analysis of nearby short-term rentals
- ✓Asset valuation using income and sales-comparison approaches
- ✓Ten-year pro forma with loan sizing, sensitivity analysis, and levered/unlevered return projections
- ✓Data-backed acquisition recommendation and reusable underwriting framework
- ✓Revenue-optimization plan for an existing South Lake Tahoe rental (dynamic pricing, upsells, listing SEO)
"The FBC team helped us meticulously research our future property acquisitions, building a comprehensive financial model that thoroughly evaluated each opportunity. Their ability to dive into the actual property research and deliver clear, actionable recommendations was particularly valuable. Their work was thoughtful and highly professional.
Aarati SawhneyMD, MHA · Founder, Sai Capital · Spring 2025