Institutional Real Estate Finance -
Embedded in Your Deal Team

3E Management provides underwriting, fund management, asset management, and capital raise advisory to real estate private equity sponsors nationwide. From first look through final close.

 
 

What We Do

 

Deal Underwriting

Acquisition and development models built by experienced analysts across all major asset classes. From LOI through close, continuously updated as diligence evolves.

 

Waterfall Services

Independent waterfall review, certification, and model builds. We identify calculation errors before distributions go out the door.

Fund Management

Fund modeling, capital call and distribution scheduling, waterfall calculations, and quarterly reporting. We operate the fund so you can focus on deals.

 

Capital Raise Advisory

Pro forma development, investor materials, targeted capital sourcing, and diligence support. A 6-month embedded engagement to help you close your raise.

Asset Management

Performance tracking, reforecasting, hold/sell analysis, and recapitalization scenarios. Ongoing modeling support through the full hold period.

 

Outsourced CFO Services

Accounting oversight, investor reporting, and financial operations for sponsors who need a CFO function without the full-time hire.

 

$26 Billion

In transactions underwritten across all property types

900+

Clients served since 2016

25+ Years

Of PE Real Estate Experience

 

Why Sponsors Choose 3E

 
 

Institutional Pedigree

Founded by a former Rockpoint Group Director with 25 years in PE real estate. Every model we deliver reflects institutional standards because that's where we came from.

 

Embedded, Not Outsourced

We don't hand off a model and disappear. We embed into your deal team and stay engaged from underwriting through close, with as many iterations as the deal requires.

 

Team Depth & Cross-Coverage

Every engagement is supported by a team of analysts, not a single point of contact. Senior review on every deliverable. No key-man risk.

 

Flat Monthly Pricing

Predictable cost structure. No hourly billing surprises. Access a full analyst team at a fraction of the cost of a single in-house hire.

  • "3E's team embedded into our deal and turned around a full underwriting model in 2 days. We couldn't have closed on the deal without them.

    - Developer, $100MM Mixed-Use Project

  • "We've used 3E across three funds now. They run our waterfall calculations, quarterly reporting, valuations, and cash management. It's like having a full finance team without the overhead."

    - Fund Manager, Value-Add Funds

  • "They update our models monthly with actuals and run reforecast scenarios whenever we need them. We always know exactly where our assets stand."

    - Sponsor, 40-Property Multifamily Portfolio

  • "3E caught a material error in our promote calculation before we sent distributions. That one finding paid for the entire engagement."

    - GP, Value-Add Fund

  • "They didn't just build our financial models — they sat in LP meetings with us and answered modeling questions in real time. That credibility made a difference."

    - Condo Developer

  • "We needed CFO-level reporting for our investors but couldn't justify the hire. 3E stepped in and our quarterly packages now look like they come from a firm ten times our size."

    - Private Equity Sponsor

Trusted by Leading Sponsors and Investors

 

Training & Model Products

 
 
 
 

Institutional-Quality Excel Real Estate Financial Models

 

Real Estate Financial Modeling Courses & Certifications

 
 

Ready to talk?

Whether you're underwriting your next deal, launching a fund, or raising capital - we'd like to hear about it.