CRE Portfolio Management / COO
Institutional-Grade Leadership. Fractional Cost.
Embedded COO support to standardize your operations, streamline reporting, and drive decision cadence.
We don't just advise. We execute.
Your CRE portfolio needs a system. We help you build the right one.
We help your asset management team standardize operations, design single-source-of-truth data systems, streamline reporting & analytics, modernize workflows, optimize capital strategies, and reduce portfolio risk.
Designed for portfolio management teams that need senior-level support without hiring a full-time executive.
Faster reporting.
Cleaner decisions.
Less risk. Better teams.
We design and implement cross-department integrations and reporting platforms with management and enterprise systems.​
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Standardized monthly reporting package with consistent definitions and QC.
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Portfolio-level visibility into performance drivers, risk, and required decisions.
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A repeatable cadence for asset reviews, variance narrative, and accountability.
Who this is for
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Commercial real estate portfolio managers, asset management teams, investment firms, and large owner-operators
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CRE teams operating under reporting pressure from lenders, partners, leadership, or the investment committee
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Organizations that run lean, and feel exposed when lenders ask for clean reporting on short notice
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Teams that want institutional-quality senior-level operational support for reporting, analytics, and execution cadence
Problems we fix
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Monthly reporting takes too long and varies by file and by person
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Numbers do not tie out cleanly across systems and spreadsheets
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Action items and deadlines live in inboxes and memory
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Asset reviews do not produce clear decisions, owners, and follow-through
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The process depends on heroics, and burnout is rising
How engagement works
Phase 1: Diagnose
We identify reporting and analytics gaps.​
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Phase 2: Install
We build the dashboards and cadence.
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Phase 3: Handover
Your team takes the wheel.
