Real Estate Asset Management

How to increase clients’ investment options and optimize income and performance of a property, driving revenues and market value appreciation of the real estate assets. How to analyze real estate deals in a portfolio to maximize profits and returns. The main goals of asset management and how to achieve each one, The real estate lease negotiation points and how to navigate each successfully,  how to create an actionable business plan and investment strategy for your property in line with your investment objectives to reposition, rehabilitate, and manage the finances of the asset or real estate portfolio on behalf of you. create strategies designed to enhance the full value and potential of your holdings, while addressing how they fit within your overall wealth plan. 

 Modules

Module 1: Real Estate Asset Management 

• Portfolio vs. Asset vs. Property Management 
• Portfolio Management
• Asset Management
• Property Management
• Multifamily vs. Retail/Office/Industrial AM
• The Main Goals of Real Estate Asset Management

Module 2: Asset Management - Property Acquisition

• Property Identification
• Due Diligence Assistance
• AM Takeover Upon Acquisition

Module 3: Asset Management - Ownership

• Asset Manager Responsibilities Overview
• Negotiating Rent & Scheduled Escalations
• Annual Increases vs. Periodic Increases 
• How To Negotiate Expense Reimbursements
• Reimbursement Structures 
• Risks & Upside of Long Lease Terms
• Should You Offer TI Allowances?
• How Free Rent Can Increase Sale Value
• Percentage Rent & Excel Exercise
• How To Use Options To Renew
• How To Guarantee Tenant Rent
• How To Run A Hold-Sell Analysis
• How To Run A Best-Base-Weak Case Analysis
• How To Run A Next Buyer Analysis
• Managing Property Managers & Leasing Agents
• The Weekly Leasing Report
• Third-Party Contract Negotiation & Construction Management
• The Budgeting Process - Projecting Rents
• Expense Budgeting
• Projecting Major Maintenance Costs
• Projecting Major Renovation Expenses
• Budgeting For Investor Distributions
• The Budget Model - Walk-Through
• Investor Reporting
• Quarterly Report Walk-Through
• High-Level Asset Management Planning

Module 4: Asset Management - The Exit

• The Main CRE Exit Strategies
• What An Asset Manager Does During The Sale
• How To Prepare A Property For Sale
• How To Manage The BOV Process
• How To Perform A Buyer Interview 
• Coordinate Due Diligence & Transfers