We offer three monthly service levels, plus seven additional services you can add whenever they're needed. The level gets set in the client agreement, asset by asset, and it can move as the asset does. There's no setup fee at any level.
Advisory
- Monthly financial review: variance commentary, budget-to-actual, trend notes, and recommended next steps
- Debt and covenant monitoring: DSCR, debt yield, LTV, reporting deadlines, and loan maturities
- A monthly operational call with your property manager, action items tracked to the next call
- Rent roll and leasing audits: loss-to-lease, renewals, trade-outs, concessions, and lease expirations, each flagged with next steps
- Revenue management review: a monthly comp survey and pricing read on where the asset sits against its comp set
- A monthly narrative report with real decision support, not a raw data dump
Advisory Plus
- Monthly financial review: variance commentary, budget-to-actual, trend notes, and recommended next steps
- Debt and covenant monitoring: DSCR, debt yield, LTV, reporting deadlines, and loan maturities
- A monthly operational call with your property manager, action items tracked to the next call
- Rent roll and leasing audits: loss-to-lease, renewals, trade-outs, concessions, and lease expirations, each flagged with next steps
- Revenue management review: a monthly comp survey and pricing read on where the asset sits against its comp set
- A monthly narrative report with real decision support, not a raw data dump
- Biweekly operational calls with your property manager, action items tracked call to call
- Written corrective memos on property manager misses, tracked to resolution
- Site visits, quarterly by default, each with a prioritized written report
- Unit and common-area inspection: curb appeal, amenities, finish level, and life-safety items
- Deferred maintenance identified, prioritized, and costed to rough order of magnitude
- On-site property manager observations: leasing operations, maintenance response, and resident experience
- Photo documentation tied directly to the financial data and the site visit findings
- CapEx progress: schedule, spend, and quality verification while projects are live
Full Asset Management
- Monthly financial review: variance commentary, budget-to-actual, trend notes, and recommended next steps
- Debt and covenant monitoring: DSCR, debt yield, LTV, reporting deadlines, and loan maturities
- A monthly operational call with your property manager, action items tracked to the next call
- Rent roll and leasing audits: loss-to-lease, renewals, trade-outs, concessions, and lease expirations, each flagged with next steps
- Revenue management review: a monthly comp survey and pricing read on where the asset sits against its comp set
- A monthly narrative report with real decision support, not a raw data dump
- Biweekly operational calls with your property manager, action items tracked call to call
- Written corrective memos on property manager misses, tracked to resolution
- Site visits, quarterly by default, each with a prioritized written report
- Unit and common-area inspection: curb appeal, amenities, finish level, and life-safety items
- Deferred maintenance identified, prioritized, and costed to rough order of magnitude
- On-site property manager observations: leasing operations, maintenance response, and resident experience
- Photo documentation tied directly to the financial data and the site visit findings
- CapEx progress: schedule, spend, and quality verification while projects are live
- Weekly operational calls with agendas, an open items log, action owners, and follow-through
- Action plan execution: we drive the business plan through weekly action plans, not just recommendations
- Site visits monthly as standard, flexed to the state of the asset. Quarterly visits add the full physical plant
- Quarterly scored property manager audit, including blind leasing tests
- Full financial management: revenue, expenses, cash, loan administration, reserves, insurance, and property tax
- Annual budget and a rolling twelve-month forecast, with base, upside, and downside cases
- Vendor oversight: bid-leveling, contract review, scope creep, and vendor benchmarking
- CapEx planning and monitoring: capital plans, bids, spend and ROI tracking, and lender draw packages
- Ownership and lender reporting: monthly and quarterly packages, plus a live client-facing dashboard
Curious How This Would
Run on Your Asset?
Seven additional services are available at any level, quoted per engagement. Add them when the asset needs them.
ASSET INVESTMENT PLAN
A full diagnostic and a rebuilt multi-year business plan. We go through operations, physical condition, capital needs, and where the property sits in its market, then hand back a plan with the sequencing and the capital requirement attached. Usually the right first move on an asset that's drifted.
PORTFOLIO STRATEGIC PLAN
The same thinking one level up. We look at the whole book: what's allocated where, what order things should happen in, and which assets you hold, refinance, or sell. You get a recommendation, not a menu.
ACQUISITION SERVICES
Pre-close due diligence through full underwriting. We read the operating history, walk the property, and pressure test what the deal's priced on. Then we tell you what it actually supports.
FINANCING SERVICES
Pre-refinance inspection, debt sizing, and oversight through closing. We get the asset and the file ready before anybody goes to market, then run the process so the timeline holds and the proceeds reflect what the property can genuinely carry.
DISPOSITION SERVICES
Pre-sale inspection, sale readiness, and support through closing. Most of this happens before the asset lists: cleaning up the story, building the file, and fixing what a buyer would otherwise find for you.
LENDER & DISTRESS SERVICES
Inspections, exposure memos, and workout advisory, including on assets we don't manage. Built for lenders and special servicers who need an independent read on what's really happening at a property.
CONSTRUCTION MANAGEMENT
Per-project oversight on renovations and capital work, scope through closeout. We can resource it through our own construction team where that makes sense, or manage a third-party contractor.
Request a Portfolio Review
Talk to us about your current operations and where you would like to see improvement. We will dive in and provide you with a suggested plan.