Our Investor Portal, powered by Juniper Square, provides our partners with seamless, secure access to their investment information anytime, anywhere. This platform simplifies the investment experience by offering seamless communication and real-time updates. In addition to these features, we supply customized in-house reporting tailored to each investment, ensuring our investors have the insights and tools needed to stay informed and connected.
Financial Services enhances the value of real estate investments through strategic planning, detailed analysis, and transparent reporting. By collaborating closely with clients, the team manages capital and debt, develops effective budgets, and evaluates risks to drive sustainable growth and long-term success.In addition, the team offers expertise in debt and entity management, tax and loan compliance, accounting, asset management, and lease administration. These integrated services ensure every facet of an investment is optimized for maximum performance and operational efficiency.
Our accounting professionals provide precise and reliable financial management to support effective decision-making and operational success. From managing accounts receivable and payable to delivering detailed financial reporting, the team ensures accuracy and transparency at every step.Services:Accounts ReceivableAccounts PayableFinancial Reporting
Accounts Receivable
Accounts Payable
Financial Reporting
Our asset management team prioritizes effective capital expenditure oversight to ensure investments are strategically allocated and deliver maximum returns. By closely monitoring project budgets, timelines, and outcomes, we help owners make informed decisions that enhance property value.
Investor Reporting
Annual Business Plans and Budgets
Oversight of Lease Management
Lease Rollover Management
Capital Improvement Management
Regular Site Visits
Our finance team delivers tailored solutions to support the financial health and growth of each investment. With expertise in capital planning, debt and entity management, tax and loan compliance, and financial analysis, the team ensures every decision is backed by strategic insight. By providing accurate reporting and proactive risk management, we help clients optimize resources, drive sustainable growth, and achieve long-term success.
Compliance Oversight
Debt Reporting and Documentation
Tax Compliance
Tax Planning
Entity Compliance
The lease administration department provides comprehensive services ranging from drafting, reviewing and revising lease documents and amendments, as well as preparing rent rolls and stacking plans. We streamline the leasing process to help identify various lease details like critical dates, rent increases, information pertaining to termination options, renewal options, right of first refusal options and exclusivities. This allows our clients to focus on their core business objectives.
Draft Lease Documents
Lease Review and Revisions
Termination Option Analysis
Renewal Option Analysis
Rent Roll Preparation
Stack Plan Creation
