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.

Whether combined with other solutions or provided independently, our due diligence services support acquisitions by coordinating third-party inspections, underwriting, contract abstraction, and other critical tasks to ensure each transaction seamlessly aligns with our clients’ objectives.

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.