Asset Management vs Property Management

Build Wealth with Your Investment Properties

Managing a rental property is a game of tenants and toilets. But investing should be about ease and profit via exceptional asset management.
Managing a property involves transactional activities such as marketing vacancies, screening tenants, collecting rent, and handling tenant activities.
Managing a property investment involves these activities but adds deeper financial analysis.
Other people have rentals… YOU have investments.

Difference Between Property Management and Investment Management

Property Management

Marketing vacancies

Screening tenants

Lease signing

Rent collection

Handling tenant issues

Maintenance & repairs

Move-in/move-out

Evictions

Accounting

Investment Property Management

Investment management seeks to maximize short and long-term property value

Maximize operating income which defines your future property valuation

Track property value appreciation over time

Plan for capital investments (e.g., roofing, hot water heaters)

Incorporates tax impacts of depreciation, interest payments, and other deductibles

Minimize tenant turnover and unnecessary expenses

Track growth in property equity

Investment management brings a holistic view to managing properties to optimize your wealth

Goal Alignment Between You and Your Property Manager

We generate a plan that helps you achieve your investment objectives. By focusing on short and long-term value for your property investment, we understand your goals and can act accordingly.

We help you understand the key variables that will affect your revenue and expenses, now, and in the future. With proper planning, you can anticipate and smooth out the costs associated with vacancies and capital improvements and keep track of your investment’s appreciation over time.

Primary Benefits

Better investment performance
Clear and understandable data and information
Better revenue and expense management

The Investment Property Optimizer Process

We start with a comprehensive analysis of your property or properties’ revenue, expenses, equity changes, tax deductions, vacancy/occupancy rate, balance sheet, and reserves.
We produce a complete and understandable report.
We meet with you personally to review the initial analysis, and set goals for the next year, five years, and beyond.
We can discuss different assumptions to evaluate the impact on your investment.
On a monthly basis, we provide you with a report including cash flow, rent roll, occupation/vacancy rate, balance sheet, variance report, and reserve status.
During the 4th Quarter of each year, we will jointly update assumptions and you will receive a projected year-end report.
At the beginning of each new year, we meet in person to review a new comprehensive analysis and proforma statement and establish goals for the coming year.