Advisory is consulting level financial oversight for owners who already have a playbook and a team to run it. We're the second read. We check that the asset is tracking its plan and tell you what's drifting before it turns into a problem. And we bring a view of the submarket that isn't coming from the people trying to lease it. There's no setup fee at any level.
What You Get
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
Who Is It For
Owners who also want the asset walked, the physical condition documented, and the property manager held to written account. Often the right level when the numbers and the building are telling different stories.
Other Levels
CHOOSE ADVISORY WHEN
You've got a playbook and a team running it. You just want someone independently checking the numbers and the debt every month.
CHOOSE FULL ASSET MANAGEMENT WHEN
The plan is slipping, the property manager needs real oversight, or you've run out of bandwidth. We build the plan and drive it week by week.
Request a Portfolio Review
We'll tell you where the asset is losing ground and what it would take to fix. Then you decide whether to keep going. Tell us about the portfolio and we'll set up a short call.