About
About Kleinbrook Young
A boutique financial modeling consultancy specializing in institutional-grade Excel model development for the commercial real estate industry.
Who We Are
Kleinbrook Young is a boutique financial modeling consultancy specializing in institutional-grade Excel model development for the commercial real estate industry. Founded and led by Brian Schroeder and JP Young, the firm serves a global client base spanning private equity sponsors, real estate developers, debt funds, family offices, and multi-billion dollar public and private institutions.
Our work covers a wide range of asset types: Retail, Office, Industrial, Flex, Data Center, Multifamily, LIHTC, Condos, Hospitality, Life Sciences, and Specialty. We have built and maintained firm-wide models for teams with more than $30+ Billion AUM.
Kleinbrook Young operates as a focused, senior-led practice. This model ensures consistent quality, deep project familiarity, and direct accountability from kickoff through final delivery. In some instances, we have been on-site with teams for as long as six months during the build out of firm-wide financial models.
Our Mission
"To democratize institutional-grade CRE financial modeling, making precision, clarity, and confidence accessible to every sponsor, developer, and investor, regardless of firm size."
We believe that every deal deserves a model that stands up to institutional scrutiny. Whether you're raising your first fund or managing a billion-dollar portfolio, the quality of your underwriting should never be the bottleneck.
What Sets Us Apart
Three principles that define every engagement.
Institutional Rigor at Any Scale
Every model we build meets the same standards required by institutional lenders and equity partners, regardless of whether the deal is $5M or $500M. No shortcuts, no generic templates.
Operator-First Mindset
We don't just model deals. We understand them. Our team thinks like operators, structuring models around the decisions sponsors and developers actually need to make.
Education-Driven Approach
We don't just hand you a model. We make sure you understand it. Every deliverable comes with documentation, and our Academy ensures the broader industry levels up.
Our Approach to Modeling
Every model we deliver is built on three pillars.
Precision
Every formula is cross-checked, every assumption is clearly sourced, and every output is validated against real-world benchmarks. We don't estimate. We model.
Auditability
Our models are built to withstand third-party review. Clean structure, consistent naming conventions, and transparent logic mean any analyst can follow the thread.
Usability
A model is only as valuable as the decisions it enables. We design for clarity: intuitive layouts, labeled inputs, and outputs that tell the story your stakeholders need to hear.
Our Team
The people behind the models.
Brian Schroeder
Co-Founder
Former institutional CRE analyst with experience across multifamily, industrial, and mixed-use asset classes. Co-founded Kleinbrook Young to democratize institutional-grade financial modeling for sponsors and developers of every size.
JP Young
Co-Founder
Seasoned CRE professional with deep expertise in financial modeling and deal structuring. Co-founded Kleinbrook Young to bridge the gap between institutional-quality analytics and the broader sponsor and developer market.
Growing Team
We're expanding our team of analysts and modeling professionals. Interested in joining? Reach out via our contact page.
Get in TouchLet's Work Together
Whether you need a custom model, an audit of your existing underwriting, or a structured waterfall for your next raise, we're ready to help.