Asset Management Services

We offer a number services to help real estate owners manage their properties and investment partnerships effectively. Like other types of investments, real estate assets need to be managed with the goal of maximizing investment return. See a list of the properties we help manage at Our Portfolio.

Services we offer include:


  • Portfolio Management
    We help owners understand and evaluate the performance and risks of their portfolio of real estate assets

  • Scenario Analysis
    We help owners evaluate “what-if situations” and options concerning their assets

  • Due Diligence
    We help property owners manage the due diligence process for acquisitions and dispositions

  • Investment Partnership Administration
    We offer a call center for owner questions and issues resolution, account maintenance, investor statements, distribution monitoring, operating agreement and other contract adherence

  • Property Tax Appeals
    We provide analysis of comparative properties and make appeals to local, county and other appeals boards on your behalf

  • Market and Informational Updates
    We track market news, occupancy rates, cap rates and supply/demand trends

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