Available services
Base Level management services 8%
These services are generally bundled into the percentage-based management fee, which is typically calculated as a percentage of the monthly rent collected.
Tenant/Leasing
- Managing property vacancies, including marketing and showings
- Tenant screening and background checks
- Lease agreement preparation and execution
- Rent collection and processing via tenant/owner portals.
- Handling tenant inquiries and communication
- Lease renewal coordination and processing
- Eviction management and legal coordination, if necessary.
- Move-in move-out inspections and utility transfer as well as bill pay during vacancies.
Maintenance
- Routine property inspections (Frequency TBD)
- Coordinating and overseeing maintenance and repair requests
- General property oversight and condition monitoring
- Provide 24/7 support for urgent issues to ensure tenant safety and compliance.
- Oversee licensed contractors for repairs and maintenance, ensuring quality work and timely completion.
- Schedule annual services to extend lifespan of equipment & efficiency.
- Capital Improvement project management and oversight.
Owners Transparency
- Online owners portal with 24/7 access.
- Accounting and reporting for rental income and expenses.
- Deliver detailed income and expense reports, including rent collected, maintenance costs, management fees, and net profit per property.
- Provide summaries of completed repairs, vendor invoices, and pending work orders for full visibility into property upkeep.
- Offer secure online access to real-time financial data, documents, and reports with customizable dashboards.
optional Bookkeeping services 2-6%
Bookkeeping services provide accurate, tax-compliant financial tracking, multi-property reporting, and trust account reconciliation to ensure transparency, scalability, and operational efficiency for property managers and investors.
1st Tier
- Deliver consolidated and property-specific profit & loss statements, balance sheets, and cash flow statements for investors managing multiple units or LLCs.
- Reconcile backlogged accounts, correct misclassified transactions, and digitize legacy records for properties with disorganized financial histories.
2nd Tier
- Monitor and document monthly or quarterly profit distributions to owners, including detailed breakdowns of net income, reserves, and reinvestments.
- Provide real-time visibility into key financial KPIs such as NOI, cap rate, cash-on-cash return, and occupancy ROI.
3rd Tier
- Ensure compliance by reconciling bank statements, owner ledgers, and tenant security deposits with full audit trails.
- Offer quarterly financial reviews with tax optimization strategies, including entity structuring, deductible timing, and passive activity loss guidance.
Add a footnote if this applies to your business