Portfolio Manager Services

The services of a portfolio manager involve:

  • Managing real estate assets that are held in trusts, estates and agency accounts.
  • Finding prospective sites, negotiating contracts, providing lease abstracts and developing a proposed budget for real estate agents.
  • Evaluating options and opportunities in order to make the most of return on real estate investments.
  • Working with real estate service providers, including brokers, consultants, attorneys and finance professionals.
  • Creating annual real estate portfolio budgets.
  • Providing quarterly financial forecasts.