Investment Analysis
Income and Expense Review
Forecasting – based on actual and expected income and spending (with
anticipated upgrades)
Property Inspection – unit-by-unit inspection, including detailed report
and executive summary
Lease File Audit - with reconciliation to a Rent Roll (of rents, deposits,
lease status, balances, occupants)
Contract Audit – identifying and itemizing current contracts in place
Risk Management Inspection – safety walk of the community, capital
improvement audit of the property
Staff Interviews and Evaluations – to determine the value of the in-place
associates and the ultimate team composition
Marketing and Advertising Recap
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