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Calabasas, CA REIT: Powering Deal Flow for a US Investment Advisory Firm During a Market Slump

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Challenge:

In Q1 2022, a progressive investment advisory firm, dedicated to securing top-tier commercial real estate deals for its investors, engaged FinacPlus amidst a challenging US real estate market. 

With deal conversion rates at a historic low, stringent underwriting was paramount. 

The firm needed underwriters capable of rapid turnaround times – processing deal files within 24 hours – while also providing extended availability for maximum coverage.  This demand required a unique blend of speed, expertise, and flexible support.

Solution:

FinacPlus responded by identifying and placing highly experienced underwriters with proven track records in commercial real estate.  These seasoned professionals possessed the deep market knowledge and underwriting acumen necessary to meet the client’s demanding requirements. 

Since onboarding, this two-person team has collectively underwritten over 1,500 deals, demonstrating their exceptional productivity and expertise.  Critically, the team proactively implemented a dual login/logout schedule, rotating bi-weekly to ensure extended coverage and seamless support for the client.

Impact:

The impact of the FinacPlus underwriting team has been significant.  Not only did they consistently meet the 24-hour turnaround time, but they also played a key role in supporting a ~$1.5 billion pipeline of multifamily deals in 2024. 

Through meticulous planning and execution, the team successfully provided extended coverage without compromising turnaround times, directly enabling the client to navigate the challenging market conditions and capitalize on opportunities. 

This partnership showcases the value of FinacPlus’s ability to provide highly specialized talent and flexible solutions that directly contribute to client success, even in a down market.

Keywords: Virtual Process Services, US Private Lenders, Real Estate Investment Companies, Investment Advisory, Commercial Real Estate, Multifamily Deals, Underwriting, Deal Flow, Due Diligence, 24-Hour Turnaround, Extended Coverage, Market Slump, Real Estate Investments, US Real Estate Market, Offshore Support

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Prabhakar Rao Kotapati

CEO & Co-Founder, FinacPlus

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Chief Executive Officer and Visionary Leader

Prabhakar, the Chief Executive Officer and co-founder of FinacPlus, brings over 32 years of rich experience in the fields of accounting, operations, and financial services. His leadership is the driving force behind FinacPlus’s success, with responsibilities spanning operations, business development, client relations, data research, collection methodologies, process design, and technology tools.

A Journey of Expertise and Innovation

Prabhakar is a Qualified Accounting Professional, Content Operations Leader, and a Process Innovator. He excels in investment intelligence development, financial services, outsourcing, process design, quality control, corporate governance, internal auditing, and IT-enabled services. His ability to incubate new processes and ideas has helped numerous organizations thrive by saving millions and building efficient systems.

Building Teams and Inspiring Leadership

With a proven track record of envisioning, planning, recruiting, and training teams, Prabhakar has built leadership at all levels in the companies he’s served. His unique talent lies in understanding client requirements, which has allowed him to initiate databases and replace costly external vendor services, ultimately benefiting investment professionals.

Career Milestones

  • FinacPlus (Co-founder) – Leading the company towards innovation in financial processes and technology.
  • Shore Group Associates – AVP, Data Analytics
  • S&P Global Market Intelligence – Senior Director, Corporate Data Analytics (13+ years)

Professional Achievements and Memberships

  • He completed his Master of Commerce in 1993 and a Diploma in Information Systems and Audit in 2007.

Prabhakar holds several prestigious memberships:

  • Fellow Member of Cost Accountants of India (1994)
  • Fellow Member of Chartered Accountants of India (1996)
  • Member of All India Management Association (1997)
  • Associate Member of Company Secretaries of India (2007)
  • Member of Lead India National Club (2007)

A Visionary Leader in Data and Process Innovation

With his extensive expertise, Prabhakar continues to lead FinacPlus towards excellence by integrating technology and innovative processes. His passion for client success and operational efficiency ensures that FinacPlus remains at the forefront of financial services.