How The Fractional Analyst Served 32 Clients with Over $4B AUM in a Single Year
Introduction: A Year of Real Results
In an increasingly competitive and tech-driven real estate investment landscape, fund managers and syndicators in the $25M to $250M range are under pressure to deliver institutional-grade materials, streamline operations, and make confident decisions faster. At The Fractional Analyst, we met that challenge head-on this past year, empowering 32 clients managing a collective $4.2 billion in Assets Under Management (AUM) through tailored financial analyst services and forward-looking technology.
This article details how we achieved these outcomes, what tools and strategies powered our impact, and why middle-market real estate firms continue to trust us as their go-to partner for real estate finance and modeling.
Section 1: Who We Serve and Why It Matters
Our sweet spot lies in supporting real estate firms managing between $25 million and $250 million in AUM. These groups often face the same analytical needs as larger institutional players, but without the same overhead or in-house team depth. They need:
High-caliber financial models and investor presentations
Sharp, adaptable talent without full-time costs
Flexible support across acquisitions, development, and asset management
We provide exactly that, combining the precision of top-tier analysts with the agility of a fractional model.
Section 2: Our Services in Action
At the core of our offering is a suite of real estate financial analyst services that encompass:
Custom Financial Modeling: Whether underwriting a new acquisition or modeling a complex waterfall structure, our models are built in Microsoft Excel with clarity, auditability, and flexibility in mind.
Back-Office Support: From organizing data rooms to managing reporting workflows in Microsoft PowerPoint, we help clients stay organized and investor-ready.
Strategic Guidance: We don’t just build models—we provide market insight and scenario analysis to help you make the right moves.
This mix allows our clients to operate like much larger shops while maintaining lean teams and nimble operations.
Section 3: Results That Speak Volumes
In just 12 months, we served:
32 clients
$4.2 billion in combined AUM
Dozens of complex deals including acquisitions, refinancings, and developments
Client feedback repeatedly highlights how our modeling and materials helped unlock debt financing, close equity raises, and gain internal confidence. For example:
"My business was supplied with my partner’s model. When he saw what The Fractional Analyst put together, the approval process was infinitely smoother."
"They have seamlessly provided the expertise and support we needed to streamline our operations and real estate decision-making."
Section 4: Case Studies
Case Study 1: Replacing a Missing Analyst Function
One client experienced a two-year gap in their analyst function. We filled that void within weeks, engaging seamlessly with their debt and equity partners. Over the next eight months, we supported them in realigning their portfolio and preparing for a new strategic direction.
Case Study 2: Saving a Halted Deal
After a rudimentary financial model derailed project funding, the client turned to us. We delivered institutional-quality materials within days, helping to re-secure financing. Their lender explicitly noted that our revised documents were what they needed to get comfortable with the deal.
Case Study 3: Supporting an Equity Raise
Amid a major capital raise, a client engaged us to build an equity waterfall model and draft LPA language alongside legal counsel. The clarity and sophistication of the final deliverables allowed them to close the raise smoothly and on favorable terms.
Section 5: The Human + Tech Advantage
Our team includes professionals with backgrounds at D.R. Horton, Freddie Mac, and middle-market private equity shops. Each analyst brings a minimum of three years’ experience and undergoes cross-client training to ensure best practices transfer seamlessly.
But we don’t stop at human expertise. Our platform, CoreCast, integrates AI and machine learning to support everything from scenario modeling to template management. This allows us to deliver results faster, more accurately, and with insights few firms can match.
Key differentiators include:
AI-enhanced Excel and PowerPoint templates
Process automation for underwriting and reporting
Integrated communication and feedback loops for real-time collaboration
Section 6: Transparent Pricing and Flexible Engagements
We understand that every dollar counts. That’s why we offer clear pricing tiers:
Associate Analyst: $95/hr
Executive Analyst: $175/hr
Dedicated Analyst: $4,500/month + $45/hr
Analyst Team: $10,000/month
Whether you need a quick model refresh or ongoing analyst support, we offer scalable solutions tailored to your needs and budget.
Section 7: The Process That Powers It All
Our engagement process is straightforward and effective:
Initial Consultation: We understand your goals, pain points, and project scope.
Customized Proposal: We deliver a tailored scope of work.
Execution: Our analysts get to work, delivering high-quality, timely output.
Ongoing Support: We remain available to iterate and optimize as your project evolves.
Section 8: Why You Might Need a Fractional Analyst
If you’re managing a lean team, have an in-house analyst on leave, or simply need to accelerate a time-sensitive project, a fractional analyst can be your secret weapon. Our clients often face:
An immediate need for a new development model to underwrite a deal by week’s end
A capital raise that requires a polished waterfall and supporting PowerPoint deck
A backlog of reporting needs that can’t wait for a full-time hire
Ongoing projects that require consistent, high-quality analytical support
We can plug in for just a few hours to get you through a critical deliverable—or stay engaged for months or years as a trusted strategic partner. It’s not just about filling a gap; it’s about adding value, speed, and institutional-grade insight on demand.
Many of our longest-standing clients started with a simple project. Over time, as their portfolios grew, so did their reliance on our services. We have become embedded in their weekly workflows, on investor calls, and at the virtual table for major investment decisions. Whether you’re in acquisition mode, repositioning assets, or building an entirely new strategy, our model is built to flex with your needs.
Section 9: How to Get Started with a Fractional Analyst
Getting started with The Fractional Analyst is simple and seamless:
Step 1: Schedule a Call – Start with a no-obligation consultation to share your current challenge or project goals.
Step 2: Receive a Custom Proposal – Based on your needs, we provide a transparent, tailored scope of work with a defined timeline and pricing.
Step 3: Launch Quickly – Our analysts are ready to jump in—often within 24-48 hours—with minimal onboarding required.
Step 4: Scale As Needed – Need more hours or ongoing engagement? We’re built to grow with you.
Our process respects your time and maximizes impact. Whether you're looking for one-time assistance or laying the foundation for a long-term partnership, we're ready when you are.
We pride ourselves on our ability to get up to speed quickly. Many of our engagements begin with minimal documentation—a call, a sample file, a clear objective. From there, our analysts are able to produce sophisticated outputs that align with your expectations and timeline. You won’t be training us; we’re already trained and prepared to integrate smoothly.
Moreover, we offer the infrastructure and workflow that supports repeatable success. We don’t just jump in once—we’re ready to be part of your rhythm. Weekly stand-ups, shared folders, recurring deliverables: we tailor the process to match your internal systems and cadence.
Section 10: Maximize Capacity with a Fractional Analyst
Real estate is a fast-moving industry where capacity constraints can mean missed opportunities. A fractional analyst allows you to:
Increase Throughput: Evaluate more deals, faster
Improve Responsiveness: React to lender or investor questions with robust, accurate materials
Elevate Quality: Ensure every model, deck, and memo meets institutional standards
Retain Focus: Let your internal team concentrate on strategy while we handle the execution
Think of The Fractional Analyst as a seamless extension of your team. Whether it’s ramping up during a busy acquisition season or covering your team’s bandwidth during internal transitions, we adapt to your timeline and workload. Our fractional model lets you scale smartly—bringing in just the support you need, exactly when you need it.
By offloading analytical complexity to a seasoned team, you empower your organization to make faster, better-informed decisions. You’re not just adding horsepower—you’re ensuring that every critical decision is supported by robust data and clear presentation. In today’s real estate market, that can be the difference between a closed deal and a missed opportunity.
Conclusion: Ready to Scale Smarter?
If you’re a real estate fund manager or syndicator managing between $25M and $250M in AUM, you know the value of smart capital, sharp materials, and strong execution. At The Fractional Analyst, we’ve spent the last year proving we can deliver all three—at scale, on time, and on budget.
Ready to see what we can do for you?
Contact us today at www.thefractionalanalyst.com to schedule your initial consultation and start building your fractional advantage.