Kosmos Prototype

Kosmos

Tue Apr 29

New task - 1:02pm via Teams

Associate asked you to address MD's Eagle revenue comments before EOD. Suggested priority: #1.

Morning brief

Project Falcon

Sell-side M&A - GTA multifamily

2 need attention

BoC announces tomorrow - 3 buyers assumed 4.75% financing. A cut improves levered returns 80-120bps. Mgmt presentation Thursday.Source

Starlight comp closed at 4.1% cap rate. Sector has been pricing at ~4.4% - 30bps tighter, supports stronger valuation.Source

Project Eagle

Buy-side advisory - Industrial manufacturing

1 needs attention

Steel tariffs in effect - target imports 40% of raw materials. EBITDA may compress 150-200bps. Not in model yet.Source

Project Titan

Sell-side M&A - Healthcare

All quiet

Nothing material overnight. 8 NDAs sent, 3 signed.

Useful this week?

This week

Tomorrow

BoC rate decisionFalcon

A cut moves buyer returns before Thursday's presentation

Thu May 1

Management presentationFalcon

Prep ready - Starlight comp and BoC worth raising

Fri May 2

BridgePoint Q1 earningsEagle

Comp may affect LOI pricing

PrioritiesComplete to clear

Falcon

Address MD verbal - tighten cap rate range to 4.0-4.3%

Est. 45 min - 36h outstanding

Falcon

Action VP's 5 comments on financial projections

Est. 90 min - 18h outstanding

Eagle

Update model - tighten revenue growth in base case

Est. 2 hrs - 72h outstanding

Falcon

Follow up with client - audited financials + rent roll Q1

Est. 15 min

Falcon

VP formatting comments - CIM pages 8-12

Est. 30 min

How your day looks

9:00

10:00

Team standup

30 min

10:30

12:00

3:00

Client call - Falcon

60 min - Meridian Residential

4:00

Click to open Kosmos