Real Estate Investing and Management


  • Lender reporting including debt covenant calculations.

  • Lender and investor draw request management.

  • Investor reporting.

  • Investor document management.


  • Chart of accounts setup and maintenance.

  • Lease management accounting functions including:

    • Percentage rents
    • Tenant finish allowances
    • Lease commissions

  • Vendor account setup/maintenance and accounts payable functions.

  • General ledger maintenance and financial reporting.

  • Accounting Policy Manual setup/maintenance.

Acquisitions and Divestitures

  • Cash flow projections and economic metrics preparation.

  • Prepare/assemble information for divestitures.

  • Bid analysis.