1998Practice founded4,000+Client engagements$41.2 billionEvaluated project valueSince 1982Institutional underwritingMAI · ASA-GC · BCA · CMEAIn-house valuation designations
Wert-Berater, Inc.
Feasibility Study Consultants in Phoenix
Feasibility Study Consultants · Phoenix

Feasibility Study Consultants in Phoenix

Independent, bank-grade feasibility studies for Phoenix projects — SBA 504 and 7(a), USDA, EB-5, and conventional lending — from a firm with 28 years of practice and 4,000+ engagements completed nationwide.

28
years of practice
600+
banks, lenders, credit unions, CDCs & funds where our studies are accepted
4,000+
Engagements nationwide since 1998
$41.2B
evaluated project value

Local market knowledge, built on the data Phoenix actually publishes

Feasibility is local, and the evidence for it is published locally. Every Phoenix engagement is built from the credible subscribed and governmental sources that cover this market specifically: the U.S. Census Bureau’s American Community Survey at tract and county level, Arizona Department of Transportation classified traffic counts, Bureau of Labor Statistics employment and wage series for Arizona metros and counties, FEMA flood determinations, state licensure, registration, and permit records, and the federal sector data — EIA, USDA, CMS, HUD — that covers each asset class — alongside RMA Annual Statement Studies and IBISWorld benchmark corridors. Because these sources are available to the firm for every county in the state, Wert-Berater can underwrite a project anywhere in Phoenix with the same evidentiary depth a local analyst would bring — drawing on 28 years of firm practice. Every figure is cited to its source, so a Phoenix lender can pull the same table and reproduce the finding.

Blue-chip recognized studies, accepted where you bank

Wert-Berater studies are accepted at more than 600 banks, lenders, credit unions, certified development companies, and investment funds nationwide — including the institutions that finance projects in Phoenix every day. Studies are prepared to the standard the reviewing program actually applies: SBA SOP 50 10 for 504 and 7(a) credits, the full 7 CFR Part 5001 factor framework for USDA guarantees, recognized economic methodology for EB-5, and negotiated coverage standards for conventional underwriting. The deliverable is the firm’s blue-chip standard everywhere it goes: a complete analytical report with every claim sourced, plus a fully linked financial model with zero hardcoded numbers that your underwriter can stress directly.

Recent engagements — nationwide record serving Phoenix

The firm’s national record of 4,000+ engagements spans all fifty states, including engagements throughout this region — and the production system behind it deploys identically in Phoenix: the same accepted demand methodologies, the same fully linked model standard, the same twenty-point study review and twenty-two-point model audit, and the same principal sign-off on every determination. Selected recent engagements nationwide include a $23,750,000 dry-stack marina in Florida, a $14,568,092 interstate travel center in Washington State, a $10,066,000 winery and event venue in California, and a USDA marina financing in Kentucky — the same standard your Phoenix project receives.

These are recent engagements — representative of the firm’s record of 4,000+ engagements completed since 1998 across all fifty states. See the firm’s representative engagement experience →

Every project type financed in Phoenix

The full practice is available in this market — 120+ industries and project types across ten groups, from hotels, RV resorts, marinas, and self-storage through healthcare, senior living, manufacturing, fuel and travel centers, renewable energy, agriculture, and aquaculture — each with its own accepted demand methodology and benchmark set.

Phoenix is one of several Arizona markets we serve; our Arizona feasibility study practice covers the statewide picture, including the metropolitan areas and project types financed there.

Browse every location we cover: feasibility study consultants by state — all 50 states, plus SBA and USDA programme pages.

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Wert-Berater, Inc. · 1968 South Coast Hwy, Ste 2382, Laguna Beach, CA 92651 · 111 Town Square Pl Ste 1238 PMB 657834, Jersey City, NJ 07310 · 539 W. Commerce St #8486, Dallas, TX 75208 · 66 W Flagler Street, Suite 900, PMB 12704, Miami, FL 33130 · +1 310-857-2443 ext. 800 · Site Map · Privacy

Legal disclosure. Wert-Berater, Inc. offices are mailing addresses only. Following the COVID-19 pandemic the firm has elected to work remotely; its office locations receive mail and are not staffed for visitors or in-person meetings. Headquarters mailing address: 1968 South Coast Hwy, Ste 2382, Laguna Beach, CA 92651.

Wert-Berater, Inc. is an independent provider of feasibility studies and other related services. The firm does not provide financing or equity investment advice, and does not arrange, broker, or place debt or equity capital of any kind.

All appraisal assignments are performed by Bruce E. Jones, MAI, ASA-GC, BCA, CMEA, a member of the Appraisal Institute since 2006, a staff member of Wert-Berater, Inc. and owner of Special Purpose Realty Valuation.

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