Commercial & Residential Real Estate Clients
Served 300,000 Units and 10 Million Sq. Foot Across Clients
Team Including CPAs, MBAs and Graduates
California | New York | Texas | Florida | Georgia | Ohio | Colorado | Kansas | Pennsylvania | Oregon | Washington and More
Homeowner Associations (HOA), Affordable Housing, Single Family Housing, Multifamily Apartments, Tax Credit & HUD Properties, Commercial, Student Housing, Retail, Industrial
Our indicative standard charges for Asset Management Services are listed below. Custom packages of 25, 50 and 80 hours per month are available.
A Junior Analyst with 1–3 years of experience in residential/commercial real estate, proficient in basic accounting, budgeting, and financial analysis. Familiar with real estate concepts, lease types, and financial statements. Skilled in tools like Yardi, AppFolio, and Excel (pivot tables, formulas) with strong attention to detail and eagerness to support asset performance reporting and optimization.
A Mid-Level Asset Manager with 3–5 years of experience in real estate asset management and financial reporting. Experienced in CAM reconciliations, NOI analysis, budget tracking, and performance metrics. Proficient in real estate platforms like Yardi, MRI, and RealPage, with strong Excel modeling and analytical skills to support portfolio strategy and decision-making.
A Senior Analyst with 5+ years of experience managing diverse real estate portfolios, specializing in strategic financial planning, capital expenditure oversight, and investor reporting. Expert in financial modeling, performance benchmarking, and lease/expense analysis. Advanced user of Yardi, MRI, and Excel, with strong leadership and communication skills to drive asset value and align performance with investment goals.
Asset management accounting services refer to the professional financial services provided to help businesses effectively manage their assets. These services involve tracking, analyzing, and reporting on the financial activities related to an organization’s assets, such as investments, properties, equipment, and other valuable resources.
Examples include a real estate company managing property portfolios, a manufacturing firm maintaining equipment, or a business tracking its IT assets for depreciation and reporting.
Asset management services help businesses with asset tracking, inventory reconciliation, asset valuation, depreciation calculation, maintenance planning, and fixed asset accounting.
The 5 P’s are Purpose, Performance, Position, Price, and Process. These guide how assets are acquired, tracked, maintained, and eventually retired or replaced.
Asset accounting ensures accurate recording of acquisitions, depreciation, disposals, and impairments, supporting financial compliance and audit-ready reporting.
Outsourcing asset management improves accuracy, reduces costs, and brings in expertise for fixed asset audits, lifecycle tracking, and regulatory reporting.
Asset value is assessed using historical cost, depreciation, and market data. Regular maintenance, revaluation, and tracking help preserve asset performance over time.