Family Offices: Get a handle on your portfolio
Let us run a assessment on your Real Estate holdings. We will report if your asset’s performance is in line with the Operator’s projections and what the outlook is, enabling you to produce a reliable forecast and if necessary, communicate concerns or guidance to the Operator.
Challenges family offices face
Operator obfuscation
Borrowers and Operators can be cagey, painting a rosy picture while masking or hiding key information they don’t want you to know despite obvious warning signs and / or red flags.
Shifting landscape
Skyrocketing interest rates, cap rate confusion, and bid-ask spreads are complex and ever-shifting. It’s hard to predict when to sell — and for how much.
Bandwidth
Even if you know what to look for, you may not have the time. Quarterly or even monthly reviews of your Assets’ performance is necessary but often not prioritized.
How we help
A 3-step approach for getting clarity and taking action.
-
We will dive into the financials, reviewing the Asset’s T3 and T12, Rent Roll, A/R, A/P and Capex projects to compare and contrast performance against the Operator’s initial projections.
-
No matter how the Asset is performing, we will give you a realistic projection of where the Asset is trending, based on historical data and market conditions.
-
After performing a thorough audit of the numbers and formulating an updated realistic projection, we’ll recommend a course of action that enables you to ask the right questions of, and provide guidance to, the Operator with confidence
