Our team of financial professionals is experienced in the various aspects of asset management and analysis. We are capable of meeting the most challenging and informative reporting requirements from executive level summaries to finer operational details as needed by our diverse portfolio of customers. Our asset management services equip both the owner and the property manager with relevant information to effectively monitor the financial status and performance of the property. With data that encompasses overall asset analysis, we can manage your properties to meet both short-term and long-term goals. These services include: 

Accounting & Reporting

  • Operational Budget Preparation: Detailed monthly and annual budgets
  • Capital Planning: Annual and multi-year budget preparation
  • Invoicing Services: Includes rents and other payables due from tenants
  • Detailed Monthly Reporting: Provide variance analysis of actual to budget
  • Professional Recommendations: Determine when variances require ownership action
  • Expense Analysis: Assess potential cost savings
  • Rental Payment Monitoring: Track and pursue rental payment delinquencies

Cash Management

  • Collection Of Dues: Orderly and timely collection of all rents and other amounts due
  • Operating Expense Payment: Formation and management of client disbursement account

Asset Evaluation

  • Sophisticated Financial System: Detailed benchmarking data, portfolio analysis, building efficiency comparisons, etc.
  • Argus Financial Modeling: For overall return analysis

Asset Management Services: 

Lease Analysis | Review/Monitoring of Lease Terms and Related Agreements | Comprehensive Asset Analysis | Benchmarking and Market Analysis | Operating Cost Management | Debt Placement and Analysis | Capital Budget Forecasting and Monitoring | Financial Modeling for Property Acquisition and Disposition