Themis K.

$10B+ of US commercial real estate underwritten for PE funds, family offices, GPs, and lenders - delivered to the standard investment committees expect. Managing Partner of TK Advisory LLC | Top Rated Plus | 100% Job Success | ex-Kearney strategy consultant. WHO I WORK WITH Real estate private equity funds, family offices, GPs/sponsors, credit funds and lenders - typically on deals from $10M to $1B+ WHAT I DELIVER - Full-cycle underwriting: acquisition, development, repositioning, disposition - Excel and Argus Enterprise models - dynamic, auditable, with built-in error checks - Due diligence beyond the model: lease audits, opex/capex reviews, tenant credit, rent roll analysis, market comps, lender reviews - Complex equity waterfalls and promote structures (LP/GP alignment) - Investment committee memos, offering memoranda, and capital-raising decks to institutional standards - Infrastructure and project finance due diligence (data centers, energy, PPP/concession assets) I evaluate not only the numbers, but the assumptions, risks, and operational realities behind them, delivering analysis in a form that investment committees and capital partners trust. SELECTED ENGAGEMENTS - $970M mixed-use skyscraper (FL) — underwriting & due diligence - $220M / 380-unit and $182M / 260-unit multifamily developments (Miami) - $111M office tower underwriting (Miami) - $100M business-center portfolio disposition (CO) - $50M PE fund-level model + asset underwriting (CA) - $35M sell-side mall disposition (LA) · $18M self-storage development (Portland) BACKGROUND Before founding TK Advisory, I spent 4 years at Kearney (global top-5 strategy consultancy) advising C-suites and government leaders, and over a decade in principal investing and real estate private equity. I invest personally in affordable housing and retail, so I underwrite with an owner's eye. CREDENTIALS M.S., London Business School · B.S. Economics, University of Southampton · MIT Certificate in Commercial Real Estate Analysis & Investment · ARGUS Enterprise Certified · REFM Levels 1–3 (Distinction) NEXT STEP If you have a deal under evaluation, send the OM or rent roll and I'll respond within hours with a scope, fee, and timeline. For recurring underwriting needs, I offer retained capacity to a small number of institutional clients.