For Professional Advisors
The property is the part you don't control
Your client trusts you. When their real estate is badly run, it reflects on the advice, not just the asset. We keep it boring, documented and easy to report on.
How we work with your clients
CPAs and Tax Professionals
An individual trust account for every property, monthly statements showing rent collected, expenses and net disbursements, annual year-end reports to support filings, and vendor 1099 issuance. Your client arrives at tax season with the numbers already reconciled rather than a shoebox.
Estate Attorneys and Planners
Property held in a trust or entity stays stable through a transition. We keep records, insurance and compliance current, and hand over a clean file when ownership changes. Because each property has its own statement and its own trust account, a distribution or a probate does not require untangling one asset from another.
Wealth Managers
Real estate is usually the asset you cannot see. Monthly financial packages, NOI tracking and performance benchmarks give you something to put in front of a client at review time, in the same terms as the rest of the portfolio.
Bankers and Lenders
Certificate of insurance tracking, rent roll administration, bank reconciliations and NOI reporting, in the form a lender asks for. Trust accounts are held separately per property, so the file for one asset is never tangled in another.
What we commit to
We do not solicit your client
We are there to manage the property. Anything else comes from them asking, not from us pitching.
You stay in the loop
With the owner's authorization, you receive the same monthly reporting they do.
You hear about problems early
A recovery cap costing money, a lease that was never abstracted, an insurance certificate about to lapse. You find out when we do.
We will tell you if we are not the right fit
Some properties belong with a specialist or a local operator. Saying so costs us one assignment and keeps your relationship intact.
Most of our new business comes from people whose clients we have looked after.