Real Estate · Commercial Investor — Chicago, IL
Built Fractional CFO Function for a Growing Real Estate Firm
The Challenge
A Chicago-based commercial real estate firm had grown to 18 properties but had no real-time cash flow visibility, no forecasting, and no board-ready financial reporting. Their lender was asking for updated NOI reports quarterly and the team couldn't produce them reliably.
Our Approach
We embedded a Big Four-trained fractional CFO with deep US real estate experience. We built a property-level P&L, a 13-week rolling cash forecast, a lender-ready NOI package, and a quarterly board reporting cadence.
The Result
In the first 90 days, cash flow visibility improved by 30%, the team caught 2 escrow miscalculations totaling $214K, and the lender reporting process went from a 3-week scramble to a 2-day turnaround. The firm subsequently refinanced 4 properties at better rates, citing the improved reporting.