The Longview Agency

Institutional intelligence
for independent CRE operators.

Deal memos. Market analysis. Investor reporting. The full capital-facing stack — without the analyst overhead.

INSTITUTIONAL OUTPUT · OPERATOR ECONOMICS

Run a Free Deal Memo →See All Services

First memo free · No commitment · Delivered same day

Boutique operators run institutional deal volume without institutional infrastructure.

01

Hours lost on every memo

A professionally written acquisition memo takes 4–8 hours to produce. Multiply that across a pipeline and the time cost becomes a constraint on how many deals you can evaluate.

02

Inconsistent investor packages

Without a dedicated analyst, output quality varies deal to deal. LP updates, capital account statements, and lender packages shouldn't look different depending on how busy you were that week.

03

The GP-side gap

You can win a deal on a homemade memo. You can't raise a fund on homemade reporting. The capital-facing layer — IR, LP communications, lender packages — is where boutique operators lose ground to institutional competition.

The full capital-facing stack.

Four service tiers covering the entire deal and investor lifecycle — from first look to quarterly reporting.

Live
Tier 1

Deal Intelligence

Institutional acquisition memos in 7-section IC format. Executive summary a principal can forward unchanged. Financial underwriting, market analysis, risk assessment, and a direct recommendation — delivered same day.

Executive Summary
Financial Underwriting
Market & Submarket Analysis
Risk Factors & Mitigation
Buy / LOI / Pass Recommendation
Run a Free Memo →
Available
Tier 2

Market Intelligence

Submarket narratives and pricing analysis built for listing presentations and deal packages. Comparable data structured into branded, investor-ready PDFs — not raw spreadsheet exports.

Comp Reports
Submarket Narratives
Pricing Analysis
Listing-Ready PDF Export
Bundled into Retainer Plans
Request a Sample
Available
Tier 3

Investor Communications

Quarterly LP packages, capital account statements, and capital stack summaries — the recurring IR layer that makes boutique operators look institutional to their LPs, lenders, and JV partners.

Quarterly LP Update Packages
Capital Account Statements
Capital Stack Summaries
GP Letter & Market Context
Lender & Financing Packages
Request a Sample Package
Bespoke
Tier 4

Bespoke Engagements

Some firms need more than a product. We assess your current workflow, identify where institutional-grade output creates the most leverage, and build the solution. In other words — we come in, map your deal and capital lifecycle, and build the infrastructure your firm actually needs. Scoped per engagement.

Workflow Audit & Assessment
Custom AI Infrastructure Build
White-Label Tooling
Proprietary Reporting Systems

From property data to investor-ready output
in under five minutes.

1

Enter your deal data

Address, asking price, cap rate, tenant profile, investment thesis. Fill in what you have — the more detail, the sharper the output.

2

The platform writes the memo

A 7-section institutional memo is generated: executive summary, market analysis, financial underwriting, risk assessment, and a direct recommendation.

3

Export and send

Download a branded PDF in one click. Ready to attach to an LOI, forward to an LP, or drop into a lender package.

Seven sections. One complete picture.

01
Executive Summary
3–4 sentences a principal can forward to investors unchanged.
02
Property Overview
Asset profile with physical characteristics and current positioning.
03
Market & Submarket Analysis
Competitive dynamics, demand drivers, and comparable context.
04
Financial Analysis
Price/SF, cap rate commentary, NOI analysis, value-add modeling.
05
Investment Thesis
The specific angle — lease-up, redevelopment, below-market rents.
06
Risk Factors & Mitigation
Honest, balanced risk assessment — not a liability disclaimer.
07
Recommendation
Direct: Buy / Proceed to LOI / Pass — with clear rationale.

Simple plans. No long-term contracts.

Deal memo pricing below. Market Intelligence and Investor Communications packages are scoped per engagement — contact us to discuss your firm's workflow.

Per Memo
$250per memo
1 full deal memo
7-section IC format
Branded PDF export
Same-day delivery
Get Started
Growth
$1,500/ month
Unlimited memos
Custom formatting
Dedicated support
White-label PDF
Get Started
Tier 3 · Investor Communications

Quarterly LP packages, capital account statements, and capital stack summaries. Priced per asset per quarter.

Inquire About LP Reporting
Tier 4 · Bespoke Engagements

Workflow assessment, custom infrastructure builds, and white-label tooling. Scoped per engagement.

Schedule a Workflow Assessment

Founding client offer: first memo free on any active deal — no commitment required.

Built by operators who have run the analysis, not just the model.

Longview is built by a team with 15+ years of combined experience spanning commercial investment sales, financial analysis, and market advisory across CRE, pharma, and media.

The output is modeled on the same institutional standard that closes deals with institutional buyers — not AI-generated summaries dressed up as analysis.

15+
Years CRE & financial analysis experience
7
Sections in every institutional-grade memo
$0
Cost for your first deal memo
24h
Maximum turnaround from input to PDF

Start with a free memo
on any live deal.

Drop your email and we'll follow up with a free institutional-grade memo on your active deal — no charge, no commitment.

No spam. One email, about your deal.