Full Asset Management is the whole engagement, and the one we're built for. We write the business plan and then we run it: weekly calls, monthly site visits, capital projects managed start to finish, the property manager audited and scored, and lender reporting handled off the loan calendar rather than off memory. A dedicated asset manager owns the asset day-to-day, with senior oversight above them and our business intelligence and construction teams available when the work calls for it. There's no setup fee at any level.
What You Get
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
Who Is It For
Owners where the plan is slipping, the property manager needs real oversight, or the bandwidth has run out. Also the right answer for out-of-market assets, transitions, and anything on a clock.
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 ADVISORY PLUS WHEN
The financials look fine, but nobody has walked the property in a while. Or the property manager needs to be held to something in writing.
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.