Essential Operations Management
Services Included:
● Tenant placement & screening
● Lease preparation & execution
● Rent collection & posting
● Maintenance request intake & coordination
● Move-in / move-out inspections
Full-Service Property Management
Services Included:
● All Tier 1 services
● Vendor onboarding & coordination
● Preventative maintenance schedules
● Emergency response coordination
● Lease renewals & enforcement tracking
Deliverables:
● Monthly rent roll
● Maintenance activity reports
Financial & Performance Administration
Services Included:
● Property-level income & expense tracking
● Monthly P&L by asset
● Budget forecasting & variance tracking
● Owner distribution reporting
● Financial dashboard summaries
Services Included:
● Lender-ready operating statements
● Portfolio performance snapshots
Asset Records & Document Control
Services Included:
● Master property file creation & maintenance
● Deed, survey, title & chain-of-title organization
● Insurance, warranty & permit tracking
● Digital document vault & version control
● Compliance record archiving
Deliverables:
● Audit-ready asset files
● Organized collateral documentation
Trust & Entity Property Administration
Services Included:
● Land trust property administration
● Corporate-owned property oversight
● Trustee coordination & reporting
● Beneficial interest tracking (non-legal)
● Entity-level reporting alignment
Services Included:
● Trust-to-property reporting packages
● Entity property summaries
Risk, Compliance & Lien Oversight
Services Included:
● Property tax monitoring & alerts
● Lien & encumbrance tracking
● HOA & municipal compliance coordination
● Insurance compliance verification
● Code enforcement oversight
Deliverables:
● Risk exposure summaries
● Compliance status reports
Lender & Capital Support Services
Services Included:
● Property performance reports for lenders
● Rent & occupancy verification letters
● Collateral documentation support
● Borrowing-base data preparation
● Third-party coordination for financing
Services Included:
● Underwriter-ready property packets
● Financing support documentation
Institutional Asset Strategy & Portfolio Intelligence
Services Included:
● Portfolio optimization analysis
● Hold vs sell planning (non-licensed advisory)
● Asset stabilization roadmaps
● Multi-entity reporting frameworks
● Capital-readiness positioning
Deliverables:
● Executive asset strategy briefs
● Portfolio intelligence reports