Portfolio Services

In conjunction with advisory and property management services, our Portfolio Services Team captures the data around our client’s real estate footprint – whether owned or leased. By evaluating the demographic, analytical mapping, and lease contracts, we provide our clients with the greatest flexibility and critical data for decision-making that is specifically tailored to their individual business. For healthcare clients, we add demographic data analysis for patients and adjacent practice groups or hospital systems.

Staffed by experienced professionals with legal education, document training, and extensive property management experience, this team dives into the data, follows the expenses, and recommends cost-saving changes. We use many tools but focus on Yardi, MapMyBusiness, and Leasecake to leverage existing data and information.

Lease Administration

  • Comprehensive Lease Abstraction
  • Document Management
  • Financial and Lease Clause Reporting
  • Rent and Lease Auditing
  • CAM Reconciliation Auditing

Market & Demographic Analysis

  • Demographic Mapping
  • Client & Competitor Mapping Analysis
  • Site Location Analysis

Document Drafting & Review

  • Notice Letters
  • Termination Letters
  • SNDA’s & Estoppel Certificates

Portfolio Audit and Analysis

  • Comprehensive review and analysis of leases, subleases, amendments, and related documents
  • Risk analysis
  • Operating expense analysis
  • Variance reporting
  • Enhance in-house due diligence processes as part of an acquistion, merger or disposition

Contact Us

1650 W 82nd Street
Suite 1000
Bloomington, MN 55431


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