Standard Scope Levels

Fully Customizable to Meet Your Needs

• Monthly financial reporting package

• Asset-level analysis provided to ownership, including:

  • Performance trends and variances

  • Expense efficiency and leakage

  • Revenue and ancillary income opportunities

• Monthly review call with ownership

• Ongoing advisory support as issues arise

Basic Scope

Core Asset Management Services

• Weekly operational summary

• Attendance on recurring operations calls with property management and/or GP

• Ongoing asset management input on operational and financial decisions

• Support in identifying and addressing key performance drivers:

  • Staffing and execution

  • Asset condition and market positioning

  • Leasing and marketing effectiveness

  • Rent levels, concessions, and pricing strategy

• Monthly financial reporting package with analysis

• Monthly review call with ownership

• Site visits, as appropriate

• Weekly operational summary

• Leadership of recurring operations calls with property management and/or GP

• Direct involvement in asset-level decision making

• Revenue growth and other income strategy development

• Capital improvement evaluation and renovation planning support

• Monthly financial reporting package with detailed analysis

• Debt strategy support, including loan modification analysis

• Property management evaluation and transition oversight

• Monthly ownership review call

• Regular site visits