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
- 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
Note: This level is remote only. Site visits start at Advisory Plus.
Who Is It For
Owners who run their own playbook and want independent eyes on the numbers, the debt, and the market every month. You keep the operating decisions. We make sure you're making them with a clear picture.
Other Levels
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.
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.