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asset management
We are an entrepreneurial investment management firm focused on successfully implementing the business plans of each asset under management. We deploy a targeted, hands-on approach to executing the three key pillars of a successful Operations & Business Plan
- CFO Financial - Bookkeeping - Accounting
- Investment Management
- Property Management
CFO financial - Bookkeeping - accounting
CFO Finance, Bookkeeping & Accounting services
- Financial Analysis, Proforma, & Underwriting
- Financial Budgets & Forecasting
- Financial Reporting, Forecasting & Investor Relations
- Strong Cash Management Systems - A/R, A/P, Cashflow
- Property Bookkeeping - Quickbooks software
- Tax Planning, Annual Tax Returns & Depreciation Benefits
investment management
Involves a solid long-term strategy of cashflow, appreciation, reduction of risk to maximize the value and return to our investor partners
- Professionals managing the asset from acquisition thru operating (the hold period) and ultimate exit of the investment
- Proven Investment Platform - Worked closely with over 100 + physician partners on a dozen real estate partnerships in 5 states
- $ 40 +/- million of equity invested in $ 200m EV (Enterprise Value) Portfolio of medical office buildings
property management
Professionals who provide the most comprehensive property and facility management services for commercial properties. :
- Construction & Project Management services
- Tenant Buildouts & Designs
- Building Maintenance & Repairs
- Vendor Management & Contract Administration
- Tenant Relations & Lease Documentation
- Property Facilities & Inspections