Consulting & Advisory

Advisory, built like
an operator runs it.

Two decades across private credit, capital markets, and real estate — available to sponsors, investors, and operators who want their next deal structured the way a credit committee would demand and an owner would execute. Rooted in Kansas City. Built for any market.

What We Do

Six disciplines, one underwriting standard

Capital Raising & Structuring

End-to-end raise architecture: instrument selection, term design, hurdle and waterfall construction, investor materials, and the diligence package that makes sophisticated capital say yes. Debt, equity, and the hybrid space between.

Acquisitions & Dispositions

Basis discipline from sourcing through close — condition-adjusted pricing, discount-to-list negotiation frameworks, and exit timing that treats taxes and seasonality as first-class inputs rather than afterthoughts.

Creative Debt & Equity Stacks

Senior, subordinate, participating, preferred, and hybrid layers sequenced so every dollar's risk matches its price. Stacks designed to survive a skeptic's three-minute review — and a bad quarter.

Pricing Methodology · SFH / MF / Commercial

Rigorous price-per-foot and income-approach frameworks across single-family, multifamily, and commercial assets: cohort filtering, micro-location decay, size-band adjustment, and evidentiary weighting.

Sponsor Operations & Underwriting Systems

The internal machinery of a credible sponsor: underwriting templates, SREO and track-record documentation, deal-room standards, and reporting cadence that institutional partners recognize on sight.

Investor Materials & Deal Rooms

Memoranda, term sheets, comp addenda, and gated digital deal rooms built to the standard of a fund — because presentation is underwriting made visible.

Engagement

Three ways to work together

01

Per-Deal Advisory

Structure, pricing, and materials for a single acquisition, raise, or disposition.

02

Ongoing Retainer

A standing capital-markets and underwriting partner across your pipeline.

03

Capital Introductions

Where structure and fit warrant, connection to lending and equity relationships.

Bring us the deal. We'll bring the structure.

Engagements begin with a short scoping conversation — the deal, the capital need, the timeline.

Or email invest@konaspen.com directly. For accredited investor & lender review only.