Comprehensive family office oversight

Deal Structuring and transaction oversight

Comprehensive acquisition due diligence

Structuring and coordinating CPA & legal services

Centralized oversight for adivsors and investors

Financial and operational risk assessment

End to end investment and advisory management

Financial statements and cash flow variance review

Strategic asset planning, repositioning and portfolio review

Lease up/stabilization strategies and leasing program execution

Oversight and advisory of asset management and property management teams

Internal systems review, infrastructure and tech stack recommendations, and workflow review

Oversight and implementation of property management team and vendors

Budgeting, rent roll review, income optimization and NOI enhancement strategies

Operational guidance and support

Ad hoc property analysis

Investor reporting optimization

General asset performance and strategy review

CPA liason, tax strategy, property tax appeals, cost segregation assistance

General asset compliance, insurance review and compliance and insurance procurement

Project management and renovations

Investment/Syndication support and structure

Financing and equity capital stack restructuring and assistance

Loan review, financing strategy and assistance