Who we are
Wert-Berater, Inc. has prepared independent feasibility studies for lenders, certified development companies, and federal agencies since 1998 — more than four thousand engagements representing $40.2 billion in evaluated project value across all fifty states and international assignments. Our fiduciary duty runs to the lender and the agency, never to the sponsor’s optimism: fees are fixed, quoted up front, never contingent on findings, and a determination is never changed under pressure.
What we do
RV resort feasibility is seasonal yield management projected forward: site-class mix, ADR by class, the occupancy curve across peak and shoulder seasons, and the long-stay segment that determines whether winter months carry their cost. The study tests the drive-time leisure market and highway capture, evaluates the competitive set's actual rates and sold-out behavior, and models utility and amenity capital against the rate premium it must earn. Site-plan configuration receives explicit analysis where waterfront or premium positioning creates materially different unit economics — in some engagements the difference between a compliant and non-compliant plan.
How we do it
The firm's outdoor-hospitality model carries site-class revenue build-up, monthly seasonality, length-of-stay mix, and ancillary revenue, benchmarked against named competitive properties and industry data. DSCR is tested at the program minimum across the five-year underwriting window, with capture-rate and leakage analysis supporting the demand conclusion.
How we can help you
Most engagements arrive under SBA 504 per SOP 50 10 8 with its special-purpose property treatment; USDA B&I applies to rural destinations and conventional lending to larger resort product. The firm's record includes a 100-site, $4,839,570 SBA 504 resort in Texas determined favorable with conditions, and a 34-site waterfront resort in Navarre, Florida at $8,050,000 where site-plan analysis identified the single SBA-compliant configuration.
How to engage us
Standard delivery is 10 to 15 business days from complete project data. Rush delivery for deals already in underwriting is accepted case by case for an additional fixed fee, quoted up front and committed in writing. Engagements are typically initiated by the borrower, with lender or CDC confirmation obtained before work begins — institutions differ, so confirm the procedure with your lending contact.