Commercial Asset Management Advisory Engagement
An independent asset business plan for your commercial property: hold, sell or refinance scenarios, a capital plan and a leasing strategy.
Request a quote$7,500Who it’s for
- Owners of one or several commercial properties
- Family offices and private owners without an in-house asset manager
- Owners facing a loan maturity, major vacancy or capital decision
- Owners who want independent oversight of their property manager
What’s included
- Asset business plan for each property in scope
- Hold, sell and refinance scenario analysis
- Operating budget and capital plan review
- Leasing strategy and rent roll risk review
- Property manager oversight with KPIs
- Quarterly review structure for ongoing decisions
How it works
Request a quote
Tell us about the properties and the decisions in front of you through the form below.
Discovery
We review financials, leases, loan terms and the market and agree the scope in writing.
Plan and review
We deliver the business plan and scenarios and walk through the recommendations with you.
Deliverables
- Asset business plan (PDF)
- Scenario model (XLSX)
- Capital plan and leasing strategy
- Property manager KPI dashboard
Per engagement for a defined scope. Scope and schedule are confirmed in writing before kickoff.
Request a quoteRequest a quote
Tell us about the property and what you need. We’ll reply by email with a scoped proposal. There is no obligation.
This is business advisory, not investment, legal or tax advice. We are not acting as a broker or lender. Talk to your attorney, CPA and lender before acting.