Comprehensive Tenant Analysis

5290 Overpass Road, Suite 122, Santa Barbara, CA 93111
Ph: (805) 683-2755 Fax: (805) 683-4751
Email: alliance@alliance2.com

Project Summary

Comprehensive Tenant Analysis

The Tenant Analysis Report (see sample) is our most rigorous and comprehensive written report on a tenant's future viability. The report is the most effective way for you to present large tenant transactions to investment committees, joint venture partners, lenders and other key decision-makers. Clients also use this comprehensive analysis to justify build-to-suit projects, sanction a building acquisition or prepare a building for sale.

This report combines information from all of the analytical packages, including our Tenant Credit Rating option, and typically includes face-to-face interviews with key senior executives at the company's headquarters. The goal of these meetings is to rigorously examine every aspect of the tenant's operation (executive, financial, marketing, sales, production, technical, etc.), as well as determine the skills of the executives heading those individual areas. The face-to-face nature of management interviews enables us to obtain the most in-depth and complete picture of the tenant's strengths and weaknesses.

A key value-added feature of this package is direct interviews with key industry executives that enable us to develop the most certain picture of a tenant's viability as a competitor within its markets. These interviews furnish first-hand data directly from the marketplace that is not filtered through management or friendly analysts. Instead of relying on secondhand sources, Alliance is able to develop an independent point-of-view about a tenant's competitive strengths and weaknesses.

Another important value-added is interviews with customers that provide direct comparisons with competitors and determine the tenant's abilities versus the competition. Interviews with suppliers and distributors provide perspective from people who know the markets, the competitors and whether a company has the ability to win within that environment. Interviews with trade association executives and industry analysts and consultants draw from sources that spend their time scrutinizing the marketplace. Interviews with the tenant's senior management enable us to determine how their mind-set might differ from the realities of the marketplace.

The report provides our most comprehensive presentation and discussion of information gathered from our research efforts and covers all aspects of a tenant's financials, markets and overall business operations. In-depth coverage of financial issues provides the reader with a perspective on the tenant's past results and establishes its current and future ability to pay its rent. In-depth coverage of market-related issues provides a clear picture of the tenant's current position and viability in the marketplace, defines the future opportunities within that market, and examines the overall competitive environment. Finally, the report utilizes The Alliance Group's Tenant Credit Rating System, which can be used to accurately judge a company's suitability as a tenant and offers our opinion on its potential to remain a stable and dependable tenant over the life of its lease.

Estimated fee range:* $5,500 - $6,600

Note:*
The pricing on the reports is presented in estimated ranges since analytical projects can change in scope and can vary widely in the complexity of financial documents, availability of market data, the cooperation of management, and other project-specific issues. The estimated fee schedules assume that a single company or market is being examined. The scrutiny of technology-based companies often require specialized research efforts: markets are frequently ill defined; the ability of management to productize a technology must be judged; and complex technologies need to be examined.

Expenses are in-addition to analytical fees.

All invoice payments are due on a net 30-day basis unless alternative arrangements are made prior to the start of a particular project.

	5290 Overpass Road, Suite 122, Santa Barbara, CA 93111 Ph: (805) 683-2755 Fax: (805) 683-4751 Email: alliance@alliance2.com
Project Summary
Comprehensive Tenant Analysis The Tenant Analysis Report (see sample) is our most rigorous and comprehensive written report on a tenant's future viability. The report is the most effective way for you to present large tenant transactions to investment committees, joint venture partners, lenders and other key decision-makers. Clients also use this comprehensive analysis to justify build-to-suit projects, sanction a building acquisition or prepare a building for sale. This report combines information from all of the analytical packages, including our Tenant Credit Rating option, and typically includes face-to-face interviews with key senior executives at the company's headquarters. The goal of these meetings is to rigorously examine every aspect of the tenant's operation (executive, financial, marketing, sales, production, technical, etc.), as well as determine the skills of the executives heading those individual areas. The face-to-face nature of management interviews enables us to obtain the most in-depth and complete picture of the tenant's strengths and weaknesses. A key value-added feature of this package is direct interviews with key industry executives that enable us to develop the most certain picture of a tenant's viability as a competitor within its markets. These interviews furnish first-hand data directly from the marketplace that is not filtered through management or friendly analysts. Instead of relying on secondhand sources, Alliance is able to develop an independent point-of-view about a tenant's competitive strengths and weaknesses. Another important value-added is interviews with customers that provide direct comparisons with competitors and determine the tenant's abilities versus the competition. Interviews with suppliers and distributors provide perspective from people who know the markets, the competitors and whether a company has the ability to win within that environment. Interviews with trade association executives and industry analysts and consultants draw from sources that spend their time scrutinizing the marketplace. Interviews with the tenant's senior management enable us to determine how their mind-set might differ from the realities of the marketplace. The report provides our most comprehensive presentation and discussion of information gathered from our research efforts and covers all aspects of a tenant's financials, markets and overall business operations. In-depth coverage of financial issues provides the reader with a perspective on the tenant's past results and establishes its current and future ability to pay its rent. In-depth coverage of market-related issues provides a clear picture of the tenant's current position and viability in the marketplace, defines the future opportunities within that market, and examines the overall competitive environment. Finally, the report utilizes The Alliance Group's Tenant Credit Rating System, which can be used to accurately judge a company's suitability as a tenant and offers our opinion on its potential to remain a stable and dependable tenant over the life of its lease. *Estimated fee range: $5,500 - $6,600**


Note:* The pricing on the reports is presented in estimated ranges since analytical projects can change in scope and can vary widely in the complexity of financial documents, availability of market data, the cooperation of management, and other project-specific issues. The estimated fee schedules assume that a single company or market is being examined. The scrutiny of technology-based companies often require specialized research efforts: markets are frequently ill defined; the ability of management to productize a technology must be judged; and complex technologies need to be examined. Expenses are in-addition to analytical fees. All invoice payments are due on a net 30-day basis unless alternative arrangements are made prior to the start of a particular project.