Financial Services

Asset / Portfolio Management Services

Stage:
Growth
Size:
$120M AUM / 4 Employees
Structure:
Privately Held
Locations:
Boston, MA

Assignment

Develop an investment thesis, capitalization strategy, and all required asset/property management infrastructure to successfully own and operate a large number and wide variety of urban infill multifamily assets in New England.

Services Provided

Finance:

  • Budget Development & Management
  • Investment Underwriting
  • Investor Reporting
  • Insurances Review
  • Pro Forma Modeling

Strategy:

  • Human Resources Management & Training
  • Payroll/Benefits Review
  • Project Management
  • Regulatory Compliance

operations:

  • Contract Negotiations
  • Divestitures/Dispositions
  • Due Diligence
  • Fundraising
  • Investor Relations

Results

Successfully organized and staffed, via internal personnel and third-party service providers, all aspects of the investment and management platforms. Consultant was responsible for all asset- and venture-level decisions, including but not limited to permitting/zoning, construction management, tenant lease negotiations, debt financing/refinancing, administration of joint venture agreements, investor reporting, property management, and portfolio acquisition/disposition strategy. Maintain equity ownership and profit participation.