Asset Management & Analysis

WHAT THIS SERVICE IS

For property management companies and investors who own and operate their properties.

Every property business runs on two things: the work your team does each day and the numbers that work produces. When maintenance costs climb, unit turns slow down, delinquency creeps up, or a report doesn’t add up, the cause usually sits somewhere between the two.

We look at both together. We start with your numbers to find what’s off, then trace it back to the process, people, vendors, or tools behind it, so you know what’s happening and what to change.

You bring the data, a report, or a scenario you can’t quite explain. Whether it lives in Yardi, AppFolio, QuickBooks, or spreadsheets, we pull it together, find the root cause, and give you prioritized recommendations with visuals you can share with your team, owners, or partners.

Questions We Help You Answer

Where is the money going, and why are our costs higher this year?
Which properties are performing, and which are costing us?
Are we paying vendors consistently across properties and locations?
Why do work orders and unit turns take as long as they do?
What’s behind the gap between our budget and our actual results?
What is driving vacancy, delinquency, or low renewals?
Can we trust the reporting we receive?

How an Analysis Works

Define the question. We agree on what you need answered and what’s in scope.
Gather and clean the data. We collect, validate, and standardize your reports so the numbers are reliable.
Review the numbers. Trends and variances show where performance is off and what it’s costing you.
Trace it to the operation. We look at the work behind the numbers through team conversations and walkthroughs.
Report and recommend. You receive the findings, root causes, and a prioritized plan, and we walk through it together.

How It Applies To Your Business

Property management companies. Maintenance and vendor costs, unit turns, work order turnaround, office and field coordination, and owner reporting across your portfolio. We help you see what is driving results at each property and give you clear, consistent numbers to share with the owners you report to.
Investors who own and operate their properties. A closer look at how each property is performing and what your team is doing day to day. We analyze occupancy, vacancy loss, delinquency, renewals, expenses, and net operating income, find what is behind each variance, and flag issues early, such as slow turns, budget overruns, or deferred maintenance, so you can decide where to focus.

Choose Your Scope

Focused Analysis. One question, one property, or one area of the business, such as maintenance costs at a single site or vendor pricing across a portfolio. A concise report with an executive summary and visuals
Full Business Operations Analysis. A complete review of your company or portfolio across operations, maintenance, finance, leasing, and reporting, with a prioritized plan.
Performance Review. Available after an analysis. A monthly or quarterly check-in that tracks the same measures and flags what needs attention next.

Hourly work is available at $85 to $110 per hour.

What’s Included

A scoping conversation to define the questions you need answered
Data cleanup, validation, and standardized definitions so every property is measured the same way
Financial and operational analysis with the root cause of each finding
Short conversations or process walkthroughs with your team, wherever the numbers point
A report with an executive summary, charts, and interactive data views
Prioritized recommendations with the expected impact and effort of each
A walkthrough call to review the findings with your team

Deliverable

You receive a written analysis report with an executive summary, charts, interactive data views, root causes, and prioritized recommendations, plus a walkthrough call to review it with your team. Performance Reviews add a scheduled update that tracks the same measures over time.

Reports We Can Deliver

Every report is built around what you, your owners, your investors, or your partners need to see. Common reports include:

Financial Performance

Profit and loss review with notes on what is driving results
Budget to actual variance report, with notes on what is behind each gap
Operating expense trends by category and vendor
Cash flow, accounts receivable aging, and collections
Capital and renovation spending against budget and timeline

Property Performance

T-12 operating statement and net operating income summary by property
Rent roll review, occupancy, and vacancy loss
Delinquency and aged receivables
Lease expiration and renewal
Unit turn timeline and make ready cost

Maintenance & Vendors

Work order volume, turnaround time, and cost
Vendor and supplier spend and pricing comparison, including by location
Preventive versus reactive maintenance cost

Ownership Reporting

Executive summary of company or portfolio performance
Owner, investor, or partner update package combining the reports above with visuals
Comparison across properties or locations