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.
How We Work
Scoping Call
1
You tell us about your deal, fund, or operational need. We define the scope, assign the right team, and set a timeline.
Kick-Off & Build
2
We dive into the work - building models, reviewing documents, or setting up fund operations. You get an initial deliverable within days, not weeks.
Iterate & Execute
3
We stay embedded in your deal team through every iteration - updating models, responding to investor questions, and adapting as the deal evolves.
Deliver & Support
4
Final deliverables are reviewed at the senior level before they reach you. After close, we stay engaged for asset management, fund reporting, or the next deal.
$26 Billion
$ 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.
Trusted by Leading Sponsors and Investors
Training & Model Products
Institutional-Quality Excel Real Estate Financial Models
Real Estate Financial Modeling Courses & Certifications