Financial Services

  • Accounting/Financial Institutions

    • Our strong relationships with leading financial institutions enable seamless, accurate, and timely accounting services. We ensure financial records are compliant and tailored to the needs of investors and property owners.

  • Financial Reporting Presentation

    Comprehensive financial reports presented in a user-friendly manner, covering:

    • Real Estate Schedules
    • Cash Activity Reports
    • Cash Logs
    • Weekly Operational Analysis
    • Payables
    • Budget Variances & Comparisons
    • Quarterly Financial Review
    • Statistical Income Statements

  • Financial Services Information

    • We offer property budgeting, tracking rent payments, and mid/end of month bank reconciliation, supporting day-to-day operations and long-term strategies.

  • Cash Management

    • High Yielding CDs with auto-renewals and optional quartly fund pulls.
    • MMA accounts earning monthly interest.
    • Lines & Letters of Credit established for financial security and capital project planning.

  • Banking Services & Security

    • Encrypted communications and secure transaction systems.
    • Direct deposit of management fees and distributions.

  • ACH Payment Setup

    • Offering ACH setups for quick, secure vendor payments and investor distributions.

  • Lender Relationships/Preferred Lending

    • We have established relationships with top lenders, securing favorable terms for property acquisition, refinancing, and development.