investment | finance-accounting | Property
asset management
As an experienced real estate Investor and Operator, I've been involved with and worked on commercial and residential developments for nearly 25 years:
- Commercial Development Projects - Over 400,000 square feet
- Managed $40m in investor Equity and negotiated $ 130m of senior debt with an Enterprise Value (EV) of over $200 million
- Tax Efficient Planning for investors and CPA
investment management
Experience working with over 100+ investor partners raising capital for real estate development projects in 5 states. We offer investor partners :
- Access to investments backed by real estate
- Investment diversification for cashflow and appreciation
- Passive hands-off ownership
- $ 40 Million in capital raised for current and past projects
- $ 200 Million in Enterprise Value of Assets Developed
- Utilized multiple tax efficient partnerships and Sponsorship Teams
finance - accounting
Property bookkeeping and accounting is responsible for tracking all the income/cash and expenses that each individual property generates and reporting results back to the Asset Manager
- Managing the Quickbooks files & Billing Software
- Budgeting and Tracking Results
- Accounts Receivable / Accounts Payable
- Adjustments & Account Reconciliations
- CAM Reconciliations
- Financial Reporting
- Tax Planning & Depreciation
- Repairs & Maintenance
property & facility
Our business is solely focused on providing the most comprehensive property and facility management services for each property, and reporting results back to the Asset Management and Accounting team. We strive to deliver outstanding results to the various stakeholders including tenants.
- Managing Revenues & Expenses for Accounting
- Budgeting and Tracking Results
- Leasing - Contracts and Administration
- Tenant Relationships
- Property Inspections
- Property Maintenance & Repairs
- Vendor Management & Contract Administration
- Construction Management