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CONSULTING SERVICES

WITH ROOTS IN RESEARCH AND CONSULTING, BOXWOOD IS A RESPECTED SOURCE OF INDEPENDENT ANALYST INSIGHT

For more than 15 years, Boxwood Means has delivered guidance
to commercial banks and financial services firms
that has enhanced their performance and profitability.

We harness statistical and financial modeling capabilities, decades of forecasting expertise and deep, industry-specific knowledge to craft world-class solutions in areas such as risk assessment and scoring, model validation and portfolio analytics. By working with Boxwood Means, clients gain the strategic insights and tools that transform their business objectives into results.

AVM TESTING

Boxwood Means is a leading provider of independent residential AVM validation studies for commercial banks and financial services firms throughout the U.S. and Canada. Our statistical studies measure numerous dimensions of AVM performance that guide lenders in understanding the strengths and weaknesses associated with day-to-day use of their valuation models for lending across their geographical footprint.

Our expertise in the field of AVMs was developed through building our proprietary commercial AVM products, which have proven extremely valuable to clients aiming to capitalize on the strengths of AVM models while managing the risks.

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ASSIGNMENTS

Over the years, Boxwood Means has helped many lenders and investors overcome challenges and improve profitability by performing a wide range of customized assignments.

Examples include:

  • AVM Validation Projects – Tests of and system enhancements to residential automated valuation models (AVMs) for U.S. commercial banks and Canadian financial services firms.
  • Risk Scoring System - Design, development and maintenance of a risk scoring system for automated residential property valuations on behalf of a national title company.
  • Housing Markets Study - Narrative analysis of 20 residential housing markets across multiple states in support of market monitoring and risk management for a Midwest commercial bank.
  • Small Balance Loan Originations Research - Strategic study of small balance commercial loan market for a national residential lender entering the space.
  • Investment Fund Study - Quantitative risk-return study and rationale for a new real estate fund mixing public REIT securities and private real estate assets. Sponsored by an investment management firm.
  • Portfolio Diversification Study - Examination of portfolio diversification benefits of multifamily lending program on behalf of one of the nation’s Government Sponsored Enterprises (GSEs).
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