Investment Property Management

Our On-Boarding Process for Investment Property Management

Investment Management services benefit property owners who need to manage their real estate investments within a consolidated fund. By taking a fund approach to these investments, owners will benefit from having experienced investment analysts and fund managers looking out for each asset’s best interest. Constant benchmarking and market reporting ensures that your real assets keep up with the market. You will be armed with the most current information so you can sell at the most optimal time. You will also set a solid baseline for potential additions to your portfolio.

Investment Property Owners and Asset Managers can focus on your growth and planning strategies by outsource your accounting and finance functions and letting us facilitate your needs.

Our process is as follows:

Step 1:

Retrieve Accounting System Reports

We assesses current accounting processes, takes inventory of current reports (ex: rent roll, leases, CAM and TAX recovery schedules, etc.) and evaluates the requirement. Recommendations will be provided on monthly, quarterly and annual deliverables

Step 2:

Your Tan & Partners Inc. Property Accountant

Our qualified property accountants offer customized solutions that can fit the budget of any client.
* Property Administrator and bookkeeping services can be offered (see Bookkeeping Service as reference). Our accountants have experience in property management reporting for management analysis, portfolio and asset management.

Step 3:

Business Intelligence

Tan & Partners Inc. provides you with executive summary reports that include the leasing assumptions, lease expiry, rent roll and operating income. We conduct further market analysis for evaluations and benchmarking. All acquisitions and dispositions are supported by accurate and clean data.

PROPERTIES MANAGED

Vacancy Tax Rebate & Assessment – Many of our client’s properties have vacant units throughout the year. We manage the tracking of each property to determine if they meet the criteria for rebate application. A full package is prepared and sent to the municipality prior to the rebate submission.

Our Property Realty Tax Specialist can investigate for FREE. The Tax Specialist will communicate directly with MPAC for free and, if necessary, negotiate values with MPAC on your behalf. This could result in cost savings of up to 5%

We have assisted an NPO (not-for-profit) client with their re-assessment application and eligible rebate.

 

Asset Management Reporting – We’ve expanded our offering in line with the growth of the clients we have serviced. We’ve developed Asset Management property accounting reporting that was required as a result of an increased portfolio. The reporting package we developed provides a well-rounded approach to reviewing the real asset investments for potential sales opportunities and asset enhancement.