Asset and Advisory Services

Commercial Facility and Portfolio Management

Commercial Facility and Portfolio Management is the most valuable service a broker can provide. Having a dedicated property manager on your team ensures that someone is working in Your best interest that you can trust and rely upon for the success of your investment.

An asset manager acts as a Single Agent to the customer, devoted to the best interest of the owner and their portfolio. There have been many attempts in the recent years to minimize the spectrum of services that a property manager conveys (such as collecting rents and general maintenance; AKA Discount Management).

Asset Management Services

  • Preliminary Assessment of Investment Rental and Sales Value

  • Capital Improvement Budget Preparation and Management (Annual)

  • Operating Budget Preparation and Management (Annual)

  • Online 24 Hour Owner Access Software for History of Property (Accounting, Payment, Maintenance)

  • Annual Strategic Marketing Plan for the – In conjunction with leasing services

  • Inspections and Walk Thru (with Pictures and Reports) of Property Condition in compliance with any regulatory agencies

  • Background, Financial Screening and Interview

  • Payment of Expenses: Mortgage, Association, Taxes, Insurance

  • Leasing Contracts and Administration of such

  • Collection of Rents

  • Monthly Financial Reports

  • 24 Hour Maintenance and Emergency Staff

  • Quarterly Valuation Reports

  • Specialty Services as defined per Property

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