Financial statements review

Annual budget assistance and optimization. CapEx + reserves planning.

Strategic asset planning and repositioning

NOI enhancement strategies and pro forma oversight

Lease up/stabilization strategies and leasing program execution

Oversight of property/asset management teams & property management advisory

Tech stack recommendations, infrastructure and internal systems review, workflow consulting

Quarterly financials and cash flow variance review

Communication with PM, vendors and accountants

Rent roll/occupancy review and income optimization

Portfolio performance review

Operational guidance and support

Ad hoc property or renovation review

Investor Reporting Optimization

General asset performance and strategy review

Property tax & assessment appeals

Insurance policy review, compliance, and procurement support

General asset compliance

Project Management, renovations and coordination

Tax Strategy/CPA Liaison, Cost Segregation assistance

Investment/Syndication support and structure

Strategic asset planning and repositioning

Restructure / Recapitalization strategy and assistance

Loan review and financing strategy and assistance