Asset Management

Asset Management:

  • Provide Court required reporting and documentation
  • Develop and implement a management plan to preserve and enhance an asset’s value
  • Develop value creation strategies
  • Evaluate covenants, conditions, and restrictions for compliance
  • For construction projects, provide necessary oversight and develop estimated costs of completion
  • Assemble contractors to complete project
  • Budget and forecast
  • Complete competitive analysis to appropriately set sales prices or rental rates
  • Review and renegotiate insurance limits and deductibles for risk/reward
  • Review, maintain and procure necessary permits and licenses
  • Select and manage vendor relationships and contracts
  • Determine capital expenditures to optimize value of property
  • Perform or arrange inspection services
  • Monitor consistently and respond promptly
  • Determine optimal exit strategy

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Property Management:

  • Manage day-to-day operations
  • Hire on-site personnel, as necessary
  • Deliver high quality tenant and/or customer relations
  • Manage vendor and contractor relationships
  • Establish preventative maintenance programs to protect and maintain property
  • Monitor insurance claims and mitigate risk
  • Manage private and public utility issues
  • Interface with property and condominium HOAs

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Accounting and Financial:

  • Provide monthly and annual reporting
  • Prepare and monitor operating and capital budgets
  • Manage lender and investor relations
  • Make timely equity distributions
  • Maintain property accounting and related records and documentation

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Real Estate Consulting & Strategic Support:

  • Non-strategic portfolio asset evaluation and specific strategic property planning
  • Property valuations
  • Property tax appeals
  • Lease audits
  • Due diligence and reverse due diligence for assets and portfolios

Our Experience is Your Best Advantage