Property Management & Advisory Services
Providing structured oversight, financial control, and reliable execution
A prosperous property needs a partner that pays attention to the big picture as well as the details. Our approach combines disciplined operations, financial oversight, regulatory management, and board-level support.
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01 / Financial security you can trust
Services Include:
- Budget preparation and analysis
- Monthly financial statements
- Variance reporting
- Cash management controls
- Long-term reserve planning
- Audit and lender support
- Accounts payable and receivable
- Assessment billing and collections
- Secure electronic funds management
02 / Regulatory Compliance & Local Law Management
Services Include:
- Local Law 97 compliance planning and long-term sustainability strategy
- FISP/Local Law 11 façade inspection cycles and reporting
- DOB, FDNY, DEP requirements and inspection coordination
- Cooling tower registration, inspection, and reporting (as applicable)
- Annual building filings and regulatory deadlines
Compliance Management & Coordination:
- Scheduling and coordination with engineers, consultants, and inspectors
- Tracking inspection cycles, deadlines, and required filings
- Managing violation responses and remediation timelines
- Integrating compliance work with capital planning and budgeting
Board-Level Visibility:
- Board reporting on compliance status and upcoming requirements
- Identification of risks, deadlines, and cost implications
- Coordination with legal and consulting professionals as needed
03 / Tax Abatement & NYC Department of Finance Coordination
Services Include:
- 421-a, J-51, STAR, ICAP, and related programs (as applicable)
- Filing and renewal tracking with deadline management
- Coordination with NYC Department of Finance and supporting documentation workflows
- Integration into budgets, financial reporting, and long-term planning
04 / Collections & Enforcement
Services Include:
- Delinquency and violation notification
- Delinquent account management
- Coordination with board counsel and stakeholders as appropriate
05 / Elections & Governance
Services Include:
- Board meeting preparation and support
- Board packages and reporting
- Voting coordination and documentation support
- Violation reporting and non-compliance notification
06 / Service Contracts
Services Include:
- Contractor sourcing and vetting (as applicable)
- Insurance, licensing, and documentation verification
- Competitive bid coordination and contract review support
- Ongoing documentation tracking and compliance expectations
07 / Insurance Services
Services Include:
- Insurance administration and renewal coordination
- Claims coordination and documentation support
- Vendor insurance validation and tracking
08 / Energy & Sustainability Advisory
Services Include:
- Local Law 97 readiness planning and emissions tracking
- Energy benchmarking and performance monitoring
- Coordination with engineers and energy specialists
- Integration into capital planning and reserves
09 / Closing & Transfer Processing
Services Include:
- Transfer processing and documentation coordination
- Financial clearance and payoff documentation
- Transfer fees, flip taxes, and closing adjustments
- Coordination with attorneys, lenders, boards, and stakeholders
10 / Capital Projects & Vendor Coordination
11 / Incident Response Coordination
Financial Solutions
We provide financial management with an emphasis on clarity and long-term building performance.
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Technology, Data & Security
Our systems are aligned with financial, operational, and governance processes
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