We provide outsourced investment research services, specializing in strategic allocation, real assets lending and private credit.
Strategic allocation is a fundamental problems that investors of all sizes face. Our extensive expertise enables institutions to make sound allocation decisions and effectively manage liquidity in the investment funds.
Real assets are instrumental in portfolios, providing return-effective diversification. As increasing volume of lending is moving from banks and traded credit markets to private lending, we fill the need for credit analysis and risk assessment. By leveraging our services, lenders can focus on core business activities while relying on expert analysis to support their commercial mortgage operations.
Currently we deliver deal analysis and investment recommendations to a commercial mortgage brokerage. Among deals we analyzed, is a mortgage on a light industrial building in Ottawa, an acquisition loan for a telecommunications tower in Northern Ontario and a first mortgage for a campground in the Great Lakes region.
Please see the service details in the presentation. Reach out to us by email at andrei.ordine@zfxresearch.com.