Portfolio and sale preparation

Get your property information organized for the next stage.

What the work includes

We help owners bring financial records and property information together for a defined project, from improving reporting to preparing for a potential sale or financing discussion.

Organize property-level financial records and summaries.
Build reporting and tracking tools.
Identify missing records and items requiring follow-up.
Assemble information for the owner and their broker, lender, accountant, or other advisors.

What you receive

An organized set of financial information, reports, and open items based on the agreed project scope.

Information we may review

Available property financials, existing reports, entity and property lists, and the information requirements for the project.

We agree on the records needed, deliverables, fee, and timing before beginning. You retain approval of property and financial decisions.

Start with what you need.

Tell Andrew about your property or project. Together, you can determine whether the work is a fit.

Discuss a project

Analysis, reporting, and preparation within the agreed scope. Licensed advisory services remain with your relevant professionals. Service disclosures.