Real Estate

You have three customers...

Tenants, Lenders, and Investors.  If any of the three are unhappy for long, you will out go out of business.  Lenders and Investors require fund level reporting and metrics tailored to their interests and financial literacy. Happy tenants require an engaged and accountable property manager.

Property managers are typically not willing or able to provide custom reporting and analysis at the fund level.  Often, due to the number of properties under management and associated transaction volume, they have to systemize their accounting processes at the property level to handle many clients uniformly, so they can train around a uniform process and minimize accounting overhead costs.  They also may not be permitted to have access to the fund’s capital bank account due to internal controls, and even if they did, they may lack the expertise or time to really record all of the capital bank account transactions correctly to provide accurate fund level accounting with transparency of compliance to the fund’s operating agreement.

Our fractional Accounting and Financial services provide stakeholders the Financial Situational Awareness they need finance and operate the real estate profitably.