- Deal Sourcing/Capital Sourcing (internal/external)
- Acquisition/Disposition support (including loan to purchase)
- Cash Management
- Analysis of property debt and re-finance support (planning)
- Property Repositioning/Upgrade Planning
- Manager (or agent of manager) for LLC’s (or other property owned entities)
- Operating Agreement Reviews
- Entity Compliance
- Insurance Review/Compliance
- Deal Sourcing/Capital Sourcing (internal/external)
- Administrative Support Services
- Expert Consultation
- Inter-generational Gifting
- Planning
- Accounting
- Dissolutions & Transitions
- General Support
- Agent for Trustee (for day to day administration including distributions and reporting)
- Tax Planning Support
- Compliance Client Initiatives
- Insurance Review and Sourcing
- Loan tracking and servicing
- Monthly statement of activity
- Secure electronic document management
