Our Services

ASSET MANAGEMENT
Asset Management at CRE Vertical Advisors is about strategic oversight—guiding your real estate investments toward well-defined goals. We understand that for private investors, family offices, and high net worth individuals, success isn’t just measured by financial returns. It can involve educating future generations about their assets, collaborating with tax and estate planning advisors, or uniting multiple family members or partners around a shared vision.

We begin by reviewing your current position and helping you set actionable objectives. From there, we oversee and coordinate the critical elements across the real estate vertical, such as:

• Acquisitions

• Due Diligence

• Financing

• Leasing Oversight

• Operations Oversight

• Accounting & Reporting

• Risk Management

• Exit Strategies

By bringing these disciplines together under one strategic plan, we help position you for long-term, sustainable value creation. We can provide Asset and Property Management Services as a combined service or either one can be provided on a standalone basis.

PROPERTY MANAGEMENT
Property Management is our boots-on-the-ground service, ensuring the day-to-day operations of your real estate assets run smoothly. Whether or not we serve as your Asset Manager, we offer Property Management as a standalone service to meet the practical needs of property ownership. Key responsibilities include:

• Tenant Relations and Lease Management

• Maintenance Coordination

• Property Accounting and Reporting

• Budgeting and Expense Management

• Regulatory Compliance and Risk Control

Our approach emphasizes best practices that align with your larger investment strategy, providing you with the operational expertise needed to preserve and enhance your property’s value.

Due Diligence is a critical component in the acquisition process, ensuring that every transaction is built on a foundation of thorough analysis and informed decision-making. Whether integrated with our broader suite of solutions or offered as a standalone service, our due diligence process is designed to align every detail with your strategic objectives.

• Third-Party Inspections: We coordinate with expert inspectors to assess property conditions and uncover potential issues before acquisition.

• Underwriting Analysis: Our team performs rigorous financial modeling and risk evaluation to verify the viability of each investment.

• Contract Abstraction: We streamline complex contractual documents into clear, actionable insights that support your decision-making process.

• Legal and Regulatory Reviews: We work closely with legal experts to ensure compliance with applicable regulations, mitigating potential risks.

• Market and Feasibility Studies: Our comprehensive research evaluates market trends l, confirming alignment with your long-term goals.

• Risk Assessment: By identifying and evaluating potential challenges, we ensure that each transaction supports your overall risk profile.

Combining advanced analytics with industry best practices, our due diligence services provide the clarity and confidence you need to make strategic, well-informed investment decisions.

Our advisory services were designed to work with and guide investors and companies that serve the real estate industry on the best practices to meet their objectives.

In circumstances where clients do not need full blown Asset Management Services, we can utilize our holistic approach to provide focused solutions for specific tasks or projects, whether short or long term. Working in conjunction with your team, we can hone in on one or more of the disciplines listed above, by providing hands on services or serving as your trusted advisor.

For longer term or more structured assignments, check out our Fractional Solutions below…

We understand the systems involved in running a real estate investment company or an operating firm with property holdings. Clear objectives and execution are critical, whether you own one property, ten properties or fifty. However, not every portfolio can justify the overhead expenses and processes to support a full-time staff, especially one with decades of experience.

Our Fractional Services help to address this issue – by providing a high level of service at significant savings (and reduced headaches) when compared to carrying full time staff. Given the uniqueness of each company, we work with our clients to review their current operations and design and implement a scope of services as an Outsourced Member of their team, helping to fill the gaps.

If you are a syndicator under special circumstances, we can also provide this infrastructure support as part of our Co-GP Platform.