Portfolio Management

Real Estate Portfolio Management

For owners with 5 or more properties, or 10 or more collective units.

It's hard to find a manager that thinks like an owner, and much harder to find one that has anywhere near the same success you have had. We find most of our portfolio clients come to us after they get tired of managing their property manager. Many times, they get stuck with an agent that is hard working but inexperienced at managing a portfolio. They may collect rents and sign leases, but the actual questions large owners care about never are addressed or recognized.

Just like a stock broker, you want someone that knows the business BETTER than you. Additionally, you want someone that has walked the path you have walked, been successful, sold, purchased, built and managed properties themselves, not just for others.

What is Portfolio Management?

In short, Portfolio Management is looking at your collection of properties as a package, each with its own return, equity and strategy. We like to think of property management as a ship sailing in the ocean. As you collect more "boats," it's more and more important to look at the entire fleet, where they are heading, their needs, strengths, ages and risks. Without this perspective, your portfolio and properties lack direction.

If you don't care where you are going, any path will take you there. We care where you are going.

Our Unique Advantage

Our proprietary property software helps us track your portfolio values, returns, cash flow and leverage.

Increasing the value of your asset isn't always numbers and income. Sometimes it's real improvements like large repairs, additions, rehabs or development. We can make sure your improvements go as planned, on budget and on time. Our vendors respect us and work hard to make sure we are treated well.

We think like owners. Our team works with and learns from owners perhaps similar to you. Many of our team, including our principals owns, develops and manages their own portfolio. So we walk the talk.

For owners with just one or two small properties check out our Property Management services. Portfolio Management is best for those with large portfolios.

Please Ask for Custom Pricing

All Management Duties Included
ROI & Cash flow Analysis
Consolidated Portfolio Reporting
Discounted Brokerage Commissions
Direct Access to Broker as Sole Point of Contact
Access to our Network of Private Money Lenders
Partnership Communication & Creation
Strategic Planning and Risk Assessment
Net Equity and Leverage Coaching
Leasing, Marketing, Showing
Move In/Out Management
Annual Budgeting and Mid Year Tax Forecasting
Fixed Owner Disbursement
Monthly Exterior Inspection
Annual Maintenance Inspection
Pre-leasing/Vacancy Planning
Income Forecasting & Annual Budgeting
CPA/Tax Preparer Collaboration

Get Started

"They care about tenants as much as they care about the quality of their rental properties"
-Karen, Chico Tenant

"I would recommend you in a heartbeat - you and your staff have been exceptional to work with"
- Kim, Chico Property Owner

"I so appreciate what you guys are doing."
- Mike, Chico Property Owner

"The people who work for this company, the men that work on the properties and talk with the tenants, are amazing."
-Karen, Chico Tenant

"You guys are great. It's nice not having to worry about the property and just getting to check my account each month."
- Dayton, Chico Rental Property Owner

"Thank you kindly for all your hard work. I know that I was not the ideal client but your diligence and work ethic are highly valued."
- Matt, Chico Property Owner

"I really appreciate you seeing me and taking on my house with such short notice. Thank you for taking care of my house, and getting it cleaned up and rented out so quickly! That is huge - thank you and your team so much!"
- Dave, Chico Property Owner

"We are very happy with our current situation. We have had numerous conversations that this time around (renting) it is so much easier! We feel that our property is now an asset as rental property and not a burden. Thank you!"
- Nancy, Chico Property Owner