Real Estate Asset Management for CRE Firms
We track performance, reforecast, and deliver investor-ready reporting for real estate sponsors and CRE firms across the full hold period, so every asset stays on its business plan.
Real Estate Asset Management for CRE Firms
We track performance, reforecast, and deliver investor-ready reporting for real estate sponsors and CRE firms across the full hold period, so every asset stays on its business plan.
Protect Value and Improve Performance Through the Hold
A business plan is only as good as its execution. Drawing on investment banking and real estate private equity experience, we work inside your reporting and systems as an extension of your investment team: monitoring asset and portfolio performance, reforecasting, tracking capital projects, and delivering reporting your investors and lenders can rely on.
Performance Monitoring
Asset and portfolio results tracked against the business plan, with early flags on occupancy, NOI, and expense trends.
Investor Reporting
Quarterly reports and presentations prepared consistently and delivered on schedule for LPs, partners, and lenders.
Business Plan & CapEx Tracking
Renovation, leasing, and capital programs tracked against schedule, budget, and underwritten returns.
Hold, Sell & Refinance Analysis
Updated valuations and scenario models that show when to hold, sell, or refinance each asset.
Budgets & Variance Analysis
Annual budgets, budget-to-actual reviews, and reforecasts that explain what moved and why.
Debt & Covenant Monitoring
DSCR, debt yield, and liquidity tracked against covenants and maturities, so there are no surprises.
Our Process
Discovery Call
We learn your portfolio, reporting cadence, and investor commitments, then agree on the assets and deliverables that matter most.
Onboarding
We review budgets, models, and reporting systems, and rebuild what is needed so every asset runs on one standard.
Monthly Cadence
We track performance, variances, and business plan execution each month and flag issues before they become problems.
Reporting & Decisions
We deliver investor and lender reporting on schedule and bring hold, sell, and refinance analysis to every major decision.
Our Process
Discovery Call
We learn your portfolio, reporting cadence, and investor commitments, then agree on the assets and deliverables that matter most.
Onboarding
We review budgets, models, and reporting systems, and rebuild what is needed so every asset runs on one standard.
Monthly Cadence
We track performance, variances, and business plan execution each month and flag issues before they become problems.
Reporting & Decisions
We deliver investor and lender reporting on schedule and bring hold, sell, and refinance analysis to every major decision.
Frequently Asked Questions
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Performance monitoring, budgeting and reforecasting, business plan and capital expenditure tracking, investor reporting, and debt covenant monitoring, for first-time sponsors and established CRE firms alike.
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Multifamily, office, hospitality, retail, industrial, self-storage, senior housing, and mixed-use, from single assets to multi-property portfolios.
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Yes. We work inside your models, property management data, and reporting templates, and rebuild them only where it improves accuracy or speed.
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Most clients engage us on an ongoing monthly basis aligned with their reporting cycle, with scope that scales as the portfolio grows. One-time projects, such as a budget rebuild or reporting overhaul, are also available.
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Yes. For one platform with more than $130M of assets, we oversee business plans across 11 assets and roughly 800 units, without the firm adding headcount.
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Yes. We are happy to sign an NDA before reviewing any materials, and we only share information with parties you approve.