Transaction Expertise. Strategic Insight. Institutional-Grade Modelling.
In real estate, sound investment decisions are built on detailed analysis, disciplined underwriting, and dynamic financial modelling. At Unison Direct, our team of Investment Analysts and Associates brings deal execution expertise and development-focused insights across the property investment lifecycle.
Whether you’re a residential developer, asset manager, private equity investor, or JV partner, we provide on-demand investment support, equipped with advanced Excel modelling, due diligence capability, and market intelligence to help you originate, evaluate, and execute smarter real estate deals.
Why Choose Unison Direct for Investment Analyst & Associate Support?
Our team offers flexible, high-calibre investment support without the overhead of a full-time hire. We integrate seamlessly
into your acquisitions, finance, or development teams to deliver institutional-level outputs with entrepreneurial agility.
Why Choose Unison Direct for Investment Analyst & Associate Support?
Our team offers flexible, high-calibre investment support without the overhead of a full-time hire. We integrate seamlessly
into your acquisitions, finance, or development teams to deliver institutional-level outputs with entrepreneurial agility.
Clients rely on Unison Direct for:
High-Fidelity Real Estate Financial Modelling (Equity & Debt Structures)
End-to-End Deal Support – from Screening to Exit
Sector-Specific Knowledge (Residential, Mixed-Use, Urban Regeneration)
Value-Add Project Monitoring & KPI Reporting
Fully Customizable Underwriting Models
Investment Committee Pack Creation
Stakeholder Coordination Across Legal, Advisory, and Capital Partners
What We Do
As your offshore real estate analysis partner, we provide technical, financial, and market-level insights to support smarter investment decisions. Our services combine the expertise of a real estate financial analysis expert with the affordability and flexibility of an offshore delivery model.
We support:
Individual investors
Real estate advisory firms
Property developers
Brokers and buyers’ agents
Financial planners and investment consultants
Our Real Estate Analyst & Associate Services Include:
Real Estate Investment Analysis Services: We model projected income, expenses, cap rates, IRR, ROI, and break-even points helping you evaluate property performance under multiple scenarios.
Real Estate Financial Analyst Support:
Gain access to expert-level analysis without expanding your team. We handle everything from underwriting support to long-term asset reviews.
Gain access to expert-level analysis without expanding your team. We handle everything from underwriting support to long-term asset reviews.
Real Estate Investment Associate Services:
We act as a back-office extension for investment firms – preparing reports, conducting research, and creating presentation-ready financial summaries.
We act as a back-office extension for investment firms – preparing reports, conducting research, and creating presentation-ready financial summaries.
Property Investment Analysis Support:
For individual investors or small firms, we help assess residential, commercial, or mixed-use properties using data-driven tools and Canadian market benchmarks.
For individual investors or small firms, we help assess residential, commercial, or mixed-use properties using data-driven tools and Canadian market benchmarks.
Real Estate Due Diligence Services:
From lease audits to cost benchmarking and risk flagging, we provide comprehensive review and validation for pre-acquisition and development-stage investments.
From lease audits to cost benchmarking and risk flagging, we provide comprehensive review and validation for pre-acquisition and development-stage investments.
Investment Risk Assessment for Real Estate:
Stress testing, market sensitivity models, and downside scenario planning – all to ensure you go in prepared, not exposed.
Stress testing, market sensitivity models, and downside scenario planning – all to ensure you go in prepared, not exposed.
Personal Real Estate Investment Support:
First-time investor? We help you understand the numbers, ask the right questions, and make smart decisions with full privacy and professionalism.
First-time investor? We help you understand the numbers, ask the right questions, and make smart decisions with full privacy and professionalism.
FP&A for Real Estate Investors:
Ongoing planning, forecasting, and performance tracking of your real estate portfolio. Built for long-term investors managing multiple assets or planning future acquisitions.
Ongoing planning, forecasting, and performance tracking of your real estate portfolio. Built for long-term investors managing multiple assets or planning future acquisitions.
Our Investment Analyst & Associate Services Include:
Deal Screening & Analysis:
- Opportunity assessment against acquisition criteria
- Sensitivity and benchmarking analysis
- Preliminary underwriting and land viability reviews
- Cash flow modelling with IRR, equity multiple, and downside scenarios
- Sector and sub-market trend monitoring
Due Diligence & Deal Execution:
- Coordination of legal, tax, and technical diligence
- Management of external advisors and third-party reports
- Review and validation of finance documents
- Contribution to detailed Investment Committee papers
Closing Support:
- Liaison with solicitors and capital partners
- Review of legal documentation and closing deliverables
- Funds flow preparation and oversight
- Documentation of JV and waterfall mechanics
Post-Deal Monitoring:
- Bank monitoring and reporting
- Project performance tracking against budgets and KPIs
- Financial analysis for value-add initiatives
- Investor and internal reporting
Exit Planning:
- Scenario analysis for exit timing and method
- Legal support and documentation preparation
- Waterfall-based fund distribution modelling
Marketing & Fundraising Support:
- Preparation of investor decks and fundraising materials
- Development of transaction case studies and performance summaries
- Contribution to fund model and quarterly investor reporting
Our real estate financial analyst support is built for:
Canadian investors managing or entering the real estate market
Property investment advisors who need reliable back-end support
Brokerage firms seeking a scalable analysis team
Finance professionals adding property to client portfolios
Individuals looking for personal real estate investment support without the overhead
As your outsourced real estate analyst services provider, we deliver:
Investment-grade analysis, tailored to Canadian markets
Confidential and secure collaboration tools
Scalable monthly, project-based, or ongoing analyst support
Dedicated account managers who speak your language (and numbers)
Clear, visual reports not raw spreadsheets
You bring the opportunity – we bring the analytical horsepower to back it up.
5+ Years of Real Estate Investment Experience
Specialization in Development-Focused Equity & Debt Transactions
Advanced Excel Financial Modelling (Multi-tiered, Scenario-Based)
Real Estate Fundamentals with Strong Sector Knowledge (Resi & Mixed-Use)
Detail-Oriented with Strategic Thinking & Commercial Acumen
Excellent Stakeholder Communication & Presentation Skills
Hands-On, Self-Sufficient and Highly Organized
Our analysts function as deal team extensions with the technical skills, modelling rigor, and industry knowledge needed to support your transaction objectives at every stage.
Private Equity Real Estate Funds
Family Offices & Institutional Investors
Property Developers & Housebuilders
Capital Advisors & Brokers
Asset Managers & Operating Partners
JV Sponsors & LPs
Frequently Asked Questions
We provide pro formas, scenario modelling, IRR/ROI calculations, and cash flow projections based on Canadian property data and cost structures.
Yes. Our personal real estate investment support helps first-time or individual investors understand financial viability before committing capital
Absolutely. Our real estate associate services provide recurring back-end help -research, modelling, due diligence – delivered on your schedule.
Our real estate due diligence services include expense audits, revenue projections, lease evaluations, construction cost benchmarking, and red-flag reporting.
We provide investment risk assessment through scenario-based modelling, break-even analyses, vacancy sensitivity, and financing stress tests.
Yes. We structure all models to reflect Canadian financial regulations, tax considerations, market norms, and typical cost assumptions.
Whether you need a short-term underwriting resource, interim deal support, or
recurring modelling and reporting help, Unison Direct provides investment analyst
and associate services that flex with your transaction pipeline.
Let’s execute better real estate investments together.
Need Real Estate Investment Support Without Full-Time Overhead?
Whether you need a short-term underwriting resource, interim deal support, or recurring modelling and reporting help, Unison Direct provides investment analyst and associate services that flex with your transaction pipeline.
Let’s execute better real estate investments together.