Independent, bank-grade feasibility studies for Phoenix projects — SBA 504 and 7(a), USDA, EB-5, and conventional lending — from the firm that has served this market for 28 years as part of more than 4,000 studies nationwide.
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 — and has a 28-year history of doing exactly that. Every figure is cited to its source, so a Phoenix lender can pull the same table and reproduce the finding.
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.
The firm’s 4,000-study national record 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 more than 4,000 feasibility studies completed since 1998 across all fifty states. See the firm’s representative engagement experience →
The full practice is available in this market — 114 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.