Services

Four engagements. One owner-side discipline.

Most clients begin with the Portfolio Checkup, then transition to the AM Office for ongoing oversight. Deal Desk and Strategic Capital Projects layer in as transactions and capital events arise. Click any engagement to see what's included, what you receive, and what it costs.

A clear picture of every asset, a prioritized action plan, and a standardized reporting framework you can use going forward. Most engagements start here.

For owners with fragmented PM reports, approaching debt maturities, or no formal portfolio review in 12+ months.

Highlights

Rent roll, operating statement, and NOI trend review by asset
Debt maturity mapping with risk flags
Hold / sell / refinance scenarios per asset
Portfolio Diagnostic Report + prioritized action plan

Need clarity on where your portfolio stands?

Schedule a Portfolio Checkup

Every deal stress-tested from your side of the table. An IC-quality memo, clean scenarios, and a clear go / no-go recommendation before you commit, not after the broker's pro forma carries the day.

For owners evaluating acquisitions, refinances, or recapitalizations who want independent underwriting, not just broker models or lender framing.

Highlights

Pro forma underwriting with debt scenario analysis
Sensitivity testing on the assumptions that move the return
Investment Committee memo with thesis, risks, and recommendation
Go / no-go recommendation with conditions to close

Owner-side analytical support only. We do not source deals, represent buyers or sellers, or provide brokerage opinions of value.

Have a specific deal or refinance you want modeled?

Discuss an upcoming transaction

A repeatable owner-side process: standardized reporting, PM accountability, annual business plans, and structured capital decision support, without the cost of a full-time hire.

For families and private owners who need institutional discipline and visibility, but not the headcount of a full internal team.

Highlights

Monthly or quarterly owner reporting package
Budget vs. actual variance analysis
PM oversight: scorecard, cadence, accountability
Annual business plan per asset
Ad-hoc owner advisory and decision support

Does not include leasing, rent collection, property operations, brokerage, or legal/tax advice. We coordinate with those professionals on your behalf.

Ready to run asset management with institutional discipline?

Discuss your portfolio

Owner-side modeling on big capital events, independent of your broker or lender. A clear analysis of every path, and an execution plan to close the chosen strategy.

For owners at an inflection point: a loan maturing, a partner to buy out, an asset ready to sell, or a capital structure that needs rebuilding.

Highlights

Refinance structuring and lender scenario analysis
Partner buyout modeling and equity waterfall analysis
Recapitalization and capital stack review
Exit readiness: data room, asset positioning, timing analysis

We do not place debt or equity, act as a broker, or give legal or tax opinions. Owner-side analytical and coordination support only.

At a capital inflection point and need owner-side modeling?

Discuss a capital decision

Not sure which engagement fits?

Tell us about the decision in front of you. We'll point you to the right starting place, even if it's not us.

Book a consultation