Beyond property management triage; we are an Asset Advocate with a steadfast focus on the enduring leaseability and sustainability of properties within your portfolio.
Asset Advocate / Noun: A dedicated Expert devoted to growth, improvement, optimization, and electrifying the Assets of the portfolio for the long haul
What are the 3 principal values to establishing institutional grade asset management?
Create more Core Value
You have a beautiful portfolio, let’s identify where we can create more value using the existing pieces. We start by analyzing:
Asset Underutilization
Rent Growth
Optimal Lease Structure
Vacancy
Identify Assets of Interest
Not all assets may need improvements or maintenance, the question becomes, what assets need attention now versus later and what improvements directly correlate to increased revenue or lower operating costs.
We do the work, you make the call.
Optimize the Entire Portfolio
The end of depreciation, a sore thumb in the portfolio, a building that has reached its highest value, a 1031-tax deferred exchange, or just time for an acquisition. Our goal is to optimize your portfolio for your long term goals.
Strategizing with your tax advisors, legal team, and property management, we are the liaison to get these pieces working together to go beyond stabilized into growth mode.
Snapshot of Our Services
- Portfolio S.W.O.T. & Lease Structure Analysis – uncover strengths, weaknesses, and hidden value.
- Tenant Performance & Composition Review – ensure stability and maximize income streams.
- Operating Expense Optimization – identify cost savings and improve efficiency.
- Reconciliation of Operating Expenses
- Acquisition & Disposition Strategy – position assets for growth or sale with confidence.
- Leasing & Renewal Management – streamline negotiations with brokers, attorneys, and municipalities.
- Capital Improvements & Project Oversight – manage bids, timelines, and compliance.
Why 3rd Party Asset Management?
Asset Management is a vital component in the operation of a commercial real estate portfolio. We are committed to delivering future value through strategic portfolio planning and management. Our clientele, consisting of private families with both small and large portfolios, seeks to maintain in-house property management while relying on CapEx for institutional-quality asset management. For those clients who prefer it, CapEx can efficiently provide both property management and asset management services. We excel in creating customizable solutions that empower family offices to operate at an elevated scale without the need for additional staff.
CapEx brings a wealth of transactional experience, deeply rooted in an understanding of your core values. This ensures consistency in deal-making and enhances portfolio efficiency. By eliminating the need for multiple brokers in various markets, we streamline communication through a single point of contact. This focus allows our owners and trustees to concentrate on strategic, high-level decision-making.
Our extensive transactional expertise equips us to handle complex deal structures when necessary, positioning family offices competitively alongside institutional players. With a robust network in brokerage and ownership affiliates, we transact on behalf of our clients in off-market and direct engagements with institutional and sub-institutional ownerships, thus securing higher quality assets.
Leveraging institutional-quality processes and profound knowledge in deal structuring, we are ideally positioned to efficiently underwrite, value, and manage extensive portfolios of investments and occupiers across a diverse array of investment types and markets.
Commercial Real Estate Asset Management for Family Offices and Trustees 