Asset Management / Property Management
Enhancing asset performance and optimizing returns by:
Maximizing revenue
Minimizing expenses
Adding value through capital improvements
Strategically repositioning the asset
Handling daily property management functions
Preparing annual operating budgets
Estate Management
Managing daily operations of private domestic and international estates (multiple sites), including vessels and aircrafts; management of staff and vendors; coordination of events; risk management; budgets.
Acquisitions / Dispositions / Brokerage
Managing the entire acquisition process including:
Identifying properties
Underwriting
Performing market studies
Due diligence
Title review
Financing
Transaction management for asset acquisitions and dispositions
Property disclosures/disclaimers
Residential and commercial lease-ups
Underwriting, Budgeting, Financial, and Market Analysis
Underwriting, budgeting, financial, and market analysis.
- Asset Management/Property Management – enhancing asset performance and optimizing returns by maximizing revenue, minimizing expenses, adding value through capital improvements, and strategically repositioning the asset, handling daily property management functions; preparing annual operating budgets;
- Estate Management – managing daily operations of private domestic and international estates (multiple sites), including vessels and aircrafts; management of staff and vendors, coordination of events, risk management, budgets;
- Acquisitions/Dispositions/Brokerage – managing the entire acquisition process including identifying properties, underwriting, performing market studies, due diligence, title review, financing, transaction management for asset acquisitions and dispositions, property disclosures/disclaimers, and residential and commercial lease-ups;
- Underwriting, Budgeting, Financial, and Market Analysis;
- Development/Construction Administration – bidding projects, budget preparation and tracking, preparing and monitoring Gantt charts, subcontractor agreements, construction draws, post construction warranty work;
- Risk Management – performing analysis of existing insurance policies to ensure that only needed coverage is maintained with quality carriers at optimal premiums, strategically handling insurance claims to optimize payout, and vetting subcontractor insurance;
- Accounting – performing daily bookkeeping and accounting functions, collaborating with CPA on tax preparation;
- Business Plans – preparing business plans and OM presentations for lenders and prospective equity partners, compiling marketing packages for disposition of properties;
- Loss Mitigation – negotiating loan restructuring and/or short pay disposition of distressed properties;
- DRE Processing – managing legal and consulting teams to assist with condo documents, DRE budget preparation, and obtaining the DRE reports;
- Notarial Services.
Development / Construction Administration
Bidding projects
Budget preparation and tracking
Preparing and monitoring Gantt charts
Subcontractor agreements
Construction draws
Post-construction warranty work
Risk Management
Performing analysis of existing insurance policies to ensure that only needed coverage is maintained with quality carriers at optimal premiums; strategically handling insurance claims to optimize payout; and vetting subcontractor insurance.
Accounting
Performing daily bookkeeping and accounting functions; collaborating with CPA on tax preparation.
Business Plans
Preparing business plans and OM presentations for lenders and prospective equity partners; compiling marketing packages for disposition of properties.
Loss Mitigation
Negotiating loan restructuring and/or short pay disposition of distressed properties.
DRE Processing
Managing legal and consulting teams to assist with condo documents, DRE budget preparation, and obtaining the DRE reports.
Notarial Services
Notarial Services.
Asset Management / Property Management
Enhancing asset performance and optimizing returns by:
Maximizing revenue
Minimizing expenses
Adding value through capital improvements
Strategically repositioning the asset
Handling daily property management functions
Preparing annual operating budgets
Estate Management
Managing daily operations of private domestic and international estates (multiple sites), including vessels and aircrafts; management of staff and vendors; coordination of events; risk management; budgets.
Acquisitions / Dispositions / Brokerage
Managing the entire acquisition process including:
Identifying properties
Underwriting
Performing market studies
Due diligence
Title review
Financing
Transaction management for asset acquisitions and dispositions
Property disclosures/disclaimers
Residential and commercial lease-ups
Underwriting, Budgeting, Financial, and Market Analysis
Underwriting, budgeting, financial, and market analysis.
Development / Construction Administration
Bidding projects
Budget preparation and tracking
Preparing and monitoring Gantt charts
Subcontractor agreements
Construction draws
Post-construction warranty work
Risk Management
Performing analysis of existing insurance policies to ensure that only needed coverage is maintained with quality carriers at optimal premiums; strategically handling insurance claims to optimize payout; and vetting subcontractor insurance.
Accounting
Performing daily bookkeeping and accounting functions; collaborating with CPA on tax preparation.
Business Plans
Preparing business plans and OM presentations for lenders and prospective equity partners; compiling marketing packages for disposition of properties.
Loss Mitigation
Negotiating loan restructuring and/or short pay disposition of distressed properties.
DRE Processing
Managing legal and consulting teams to assist with condo documents, DRE budget preparation, and obtaining the DRE reports.
Notarial Services
Notarial Services.
- Asset Management/Property Management – enhancing asset performance and optimizing returns by maximizing revenue, minimizing expenses, adding value through capital improvements, and strategically repositioning the asset, handling daily property management functions; preparing annual operating budgets;
- Estate Management – managing daily operations of private domestic and international estates (multiple sites), including vessels and aircrafts; management of staff and vendors, coordination of events, risk management, budgets;
- Acquisitions/Dispositions/Brokerage – managing the entire acquisition process including identifying properties, underwriting, performing market studies, due diligence, title review, financing, transaction management for asset acquisitions and dispositions, property disclosures/disclaimers, and residential and commercial lease-ups;
- Underwriting, Budgeting, Financial, and Market Analysis;
- Development/Construction Administration – bidding projects, budget preparation and tracking, preparing and monitoring Gantt charts, subcontractor agreements, construction draws, post construction warranty work;
- Risk Management – performing analysis of existing insurance policies to ensure that only needed coverage is maintained with quality carriers at optimal premiums, strategically handling insurance claims to optimize payout, and vetting subcontractor insurance;
- Accounting – performing daily bookkeeping and accounting functions, collaborating with CPA on tax preparation;
- Business Plans – preparing business plans and OM presentations for lenders and prospective equity partners, compiling marketing packages for disposition of properties;
- Loss Mitigation – negotiating loan restructuring and/or short pay disposition of distressed properties;
- DRE Processing – managing legal and consulting teams to assist with condo documents, DRE budget preparation, and obtaining the DRE reports;
- Notarial Services.
Areas of Expertise
- Real Estate Asset Management
- Development/Construction Management
- Real Estate Acquisitions/Dispositions
- Budgets/Financial Analysis
- Financial/Tax Planning
- Market Analysis/Sales & Leasing Forecasting
- Accounting/Financial Tracking
- Risk Management /Compliance/Title/Legal
- Team Building/Development/Leadership
- Complex Negotiations
- Strategic Planning
- Organization Start Up/Restructuring