SCOPE OF SERVICES — Asset Advisory
  • Acquisition Due Diligence
  • Asset or Portfolio Valuation
  • Collateral and document administration
  • Court-Appointed Receivership
  • Default management
  • Disposition strategies/sale administration
  • Financing negotiation and placement
  • Foreclosure administration and support
  • Tax & insurance administration
  • Lease negotiations and approval
  • Market research
  • Ownership vehicle management and review
  • Portfolio accounting, surveillance
  • Deal sourcing
  • Underwriting
  • Develop marketing materials with broker to ensure best presentation
Residential & Multi-Family Renovation Programs: Scope of work is compared to competing properties to determine if over or under improving the unit; determine if rental increases justify the renovation investment; possibly reduce the scope of work to be in line with small rental increases (or perhaps decreases); analyze the renovation program on a line item basis to determine if work can be done cheaper.
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Licensed by the California Department of Real Estate #01522472