Wert-Berater, Inc. — Independent Feasibility Study Consultants
Press Release · Wellness & Fitness · California

Wert-Berater, Inc. Completes Wellness Center Feasibility Study in Costa Mesa, California

An independent Wellness Center Feasibility Study evaluating a 51,999 SF wellness center in Costa Mesa, California.

Wellness center building
Wert-Berater, Inc. Completes Wellness Center Feasibility Study in Costa Mesa, California

For Immediate Release · 2026-04-23

Asset class
Wellness & Fitness · California
Program
SBA 504 · Construction-to-Permanent
Evaluated value
$27,910,000
Study conclusion
The capital stack was found feasible within the $20,000,000 loan cap, with the program evaluated across economic, market, operational, and financial feasibility dimensions and the conditions disclosed in the body of the study
Location
Costa Mesa, California
Completed
2026

COSTA MESA, California — Wert-Berater, Inc., an independent feasibility study consulting firm serving lenders and government agencies since 1998, has completed a Wellness Center Feasibility Study in Costa Mesa, California.

Wert-Berater served as independent feasibility consultant to the lender and CDC. Party names are withheld consistent with the confidential nature of underwriting and capital-advisory work; figures represent the project as evaluated at the study date.

Project Summary

Feasibility analysis of a proposed 51,999-square-foot wellness center in Costa Mesa, Orange County, evaluated for SBA 504 construction-to-permanent financing — a large-format health, fitness, and wellness facility in one of Southern California’s most affluent and health-conscious trade areas.

What the Project Included

Membership-model revenue analysis, trade-area demographics, competitive supply mapping across the Orange County fitness and wellness market, and construction-to-permanent underwriting consistent with SBA 504 requirements for special-purpose recreational property.

Capital Structure

SBA 504 construction-to-permanent structure: senior bank construction loan converting to permanent first mortgage alongside the SBA debenture, with borrower equity injection per program minimums for special-purpose property.

Feasibility Study Challenges

Large-format wellness facilities are special-purpose buildings underwritten on the operating business, not the real estate — so the study’s weight fell on membership absorption, price-point defensibility in a market dense with boutique and big-box competitors, and the construction-period risk inherent in a 51,999-square-foot build carried on a construction-to-permanent structure.

About Wert-Berater, Inc.

Wert-Berater, Inc. is an independent feasibility study consulting firm founded in 1998, providing lender- and agency-facing feasibility studies, highest-and-best-use analyses, and capital-advisory support. The firm has completed more than 4,000 engagements across all 50 states and internationally, evaluating over $40.2 billion in project value for SBA, USDA, EB-5, conventional, and institutional financing decisions. In every engagement, fiduciary duty runs to the lender and the applicable agency.

Media contact: Donald Safranek, MSc, President, Wert-Berater, Inc. — +1 310-857-2443 ext. 800. Press inquiries only; client, lender, and property identities remain confidential.

About this release. This announcement summarizes a completed, independent Wert-Berater engagement. Details have been anonymized to protect client and lender confidentiality; no borrower, lender, or property is identified. Figures reflect the project as evaluated at the study date.
Donald Safranek, MSc — President and feasibility study consultant, Wert-Berater, Inc.
Donald Safranek, MSc

President, Wert-Berater, Inc. — independent feasibility study consultants since 1998. More than 4,000 feasibility studies completed across all 50 states and internationally, evaluating $40.2 billion in project value for SBA, USDA, EB-5, conventional, and institutional financing decisions. Fiduciary duty runs to the lender and agency in every engagement.

+1 310-857-2443 ext. 800  ·  email  ·  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

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