investment | cfo finance - accounting | Property

Rolled architectural blueprints on a wooden table with a construction site background.

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

Modern medical office building with clear signage for urgent care and medical towers.

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

Modern office building with stone and glass facade.

cfo 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

Two men standing beside a sign for Texan Urgent Care at a construction site.

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