Financial analysis and asset-level oversight for real estate investors and property management companies who need the portfolio-side numbers modeled, monitored, and reported, without hiring a full-time asset manager. This covers the analyst and reporting work directly, along with light asset management functions like budget oversight and performance monitoring. Acquisition- or disposition-stage work, deal sourcing, negotiation, and closing, is scoped case by case and may involve bringing in a trusted partner for that specific piece, while I remain your main point of contact.
Ongoing or project-based financial modeling, monitoring, and reporting for your portfolio or individual assets, delivered on the cadence your investors or ownership group requires.
Every engagement starts with a conversation to see if we’re the right fit.
