Transaction Expertise. Strategic Insight. Institutional-Grade Modelling.
At Unison Direct, our team of Investment Analysts and Associates brings deal execution expertise and
development-focused insights across the property investment lifecycle.
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-caliber 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:
Our Investment Analyst & Associate Services Include:
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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
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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
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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
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Post-Deal Monitoring
- Bank monitoring and reporting
- Project performance tracking against budgets and KPIs
- Financial analysis for value-add initiatives
- Investor and internal reporting
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Exit Planning
- Scenario analysis for exit timing and method
- Legal support and documentation preparation
- Waterfall-based fund distribution modelling
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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
Why Our Analysts Stand Out
needed to support your transaction objectives at every stage.
Who We Work With
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Private Equity Real Estate Funds
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Family Offices & Institutional Investors
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Property Developers & Housebuilders
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Capital Advisors & Brokers
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Asset Managers & Operating Partners
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JV Sponsors & LPs
How It Works with Unison Direct
Step 1:
Strategy Alignment Call
We understand your investment approach, target markets, and evaluation criteria.
Step 2:
Deal or Portfolio Intake
Send us the property, offering memorandum, or data you want reviewed.
Step 3:
Analysis and Report Creation
We complete financial models, due diligence, or comps - depending on the scope.
Step 4:
Review & Refinement
We Walk you through the findings and adjust as needed.
Step 5:
Ongoing Support
Need us for your next deal or market shift? We’re always ready.
Frequently Asked Questions
An investment analyst evaluates property deals, models expected returns, assesses market conditions, and supports decision-making. With Unison Direct, you get outsourced analyst-level expertise on demand.
Absolutely. Whether you’re buying your first duplex or expanding your portfolio, our real estate due diligence services are scaled to fit your deal size and needs.
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.