Advisory Services

Real Estate Advisory Services

Desai & Co is composed of highly qualified, multidisciplinary professionals who provide independent and objective analysis including valuation and consultation with specific asset class and geographical expertise. Our team provides an integrated set of real estate services to address the needs of owners, investors and users of real estate, including financial institutions and institutional investors, through all market cycles.

We are experienced in providing innovative and value-added solutions to real estate transactions, strategy and operations and restructuring and repositioning solutions for real estate assets.

Desai & Co develops and implements detailed real estate plans that improve operations, unlock value, and minimize risk.

Qualified Financial Contracts (QFCs)

Recordkeeping Rule and Recovery and Resolution Plans/Living Wills

Desai & Co is the leading financial advisor to financial institutions on navigating the dense and complex Qualified Financial Contracts (QFCs) Recordkeeping Rule and drafting the narrative for Recovery and Resolution Plans/Living Wills.

Our founder has advised Global SIFIs on the impact of 31 CFR Part 148 (Dodd-Frank) and 12 CFR Part 371 (FDIC). Desai & Co assists domestic and global SIFIs, IDIs, and GSIBs to identify legal entities that would be subject to the recordkeeping/reporting requirements; identify impacted QFCs that exist across the organization; assess the systems that will be used for reporting and the flow of key system data that is necessary for next-day reporting; and understand the current data gaps within the financial institutions.

In addition, Desai & Co has assisted financial institutions in the composition and narrative of the QFC sections of Global SIFIs for the 2018 Recovery and Resolution Plan/Living Will submission cycle. We have the expertise to coordinate across the institutions business lines, operations, and IT to create a robust narrative that is acceptable to all Federal Regulators and helps institutions improve their strategic vision and capabilities.

FDIC Assisted Transactions

Desai & Co is one of the leading financial advisors to acquirers of failed banks from the FDIC. Our founder was critically involved in the FDIC during the Great Recession and has an expert level of knowledge when it comes to strategically understanding how the FDIC thinks about transactions and, most importantly, how to win transactions.

Acquisitions of these failed banks present significant growth opportunity with much of the credit risk mitigated through FDIC loss-sharing agreements. Since assisted transactions have unique financial, accounting, legal, regulatory, tax and operational issues, it is important for acquirers to work with an advisor that has extensive experience.