INVESTMENT ANALYSIS

Commercial Real Estate Investment Analysis in San Jose & Silicon Valley

At The Calvillo Group, we empower investors to make confident, data-driven decisions through detailed commercial real estate investment analysis. Whether you're evaluating a new acquisition, reviewing an existing asset, or planning a 1031 exchange, our team delivers the financial modeling, cash flow forecasting, and market intelligence needed to assess risk, maximize returns, and build long-term portfolio value.


With a focus on the San Jose, Silicon Valley, and Bay Area markets, we tailor every analysis to your investment objectives, asset class, and tax strategy, so you're never guessing, always strategizing.

Make Smarter, Data-Driven Real Estate Decisions

At The Calvillo Group, we provide in-depth investment analysis to help commercial property owners and investors make confident, strategic decisions. Whether you're evaluating a property for purchase, preparing to sell, or optimizing your current portfolio, our investment analysis services uncover the true financial performance and future potential of every asset.


We go beyond surface-level numbers, delivering customized reports, financial modeling, and ROI projections to align your investments with your long-term goals.

Comprehensive Property Performance Review

Understanding how your property is performing is the first step toward maximizing its value. We conduct a full analysis of income, expenses, occupancy, and lease structure to give you a clear financial picture.


Our performance review includes:

  • Current and projected cash flow analysis
  • Net operating income (NOI) breakdown
  • Expense and rent roll evaluation
  • Capital improvement planning
  • Stabilized vs. value-add property modeling



Whether you own a single building or a portfolio of mixed-use assets, our insights help you make informed decisions about when to hold, refinance, sell, or reinvest.

ROI, Cap Rate & Risk Analysis

Not all commercial real estate investments are created equal. We calculate key financial metrics to help you assess return potential, risk exposure, and income stability. Our investment analysis ensures you know exactly what you’re getting and what to expect in every deal.


We provide:

  • ROI projections based on multiple scenarios
  • Cap rate analysis by asset class and location
  • Internal Rate of Return (IRR) calculations
  • Break-even and payback period modeling
  • Market benchmarking against comparable properties


Our data-backed approach allows you to compare properties side-by-side and choose the one that fits your strategy best.

A woman in a long white dress is standing in the desert with her arms outstretched.

Strategic Recommendations & Next Steps

We don’t just give you numbers, we turn them into actionable insight. After every investment analysis, we deliver a personalized recommendation based on your financial goals, market timing, and risk profile. Whether it’s identifying a property’s true upside potential or advising on a tax-deferred 1031 exchange, we provide clear guidance to help you move forward with confidence.


You’ll walk away with:

  • A written summary of findings and opportunities
  • Recommendations on hold, sell, refinance, or exchange
  • Portfolio alignment strategy
  • Investment strategy tailored to passive income or growth
  • Support in next-step execution, from acquisition to reinvestment

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