Scope of Services

Property Management

    • Budget development
    • Leasing
    • Monthly fiscal reviews

    Property Maintenance Functions

    • Maintaining a clean, well-groomed appearance in order to assure maximum curb appeal for both prospective and existing tenants.
    • Implementation of a maintenance program geared to the specific needs of the Property. This includes preventive maintenance programs for the Property’s plumbing, mechanical and electrical systems to assure they are performing efficiently.
    • Prepare repair or refurbishment plans and recommendations geared to enhancing the Property's revenue production capability. Implement and supervise approved plans.
    • Conduct a routine monthly inspection of the Property and prepare a summary report of activity and conditions observed.
    • Establish and maintain positive relationships with the property's tenants.

Financial Administration

    • Prepare annual budgets and leasing plans.
    • Prepare monthly financial reports including operating report (income & expense), balance sheet, rent roll and tenant summary
    • Collect rental income, deposit fees, concession income and other revenue
    • Initiate collection action as necessary
    • Account for and bank all funds received from the Property and make payment of operating expenses in accordance with the approved budget and management agreement.
    • Maintain constant surveillance of actual and committed expenditures to assure efficient control over operating account disbursements.

Reporting

    • Prepare written monthly statements of receipts, disbursements and charges.
    • Periodically meet with owners to present the property’s operating performance, current leasing efforts and results and to develop new operating and leasing strategies.

Property Management for Office, Retail and Medical

    • Leasing
    • Building Maintenance
    • Financial Reportin
    • Owner Representation
Development
  • Land Use
  • Design/Construction Mangement
  • Financing
  • Wetland Consulting
Affordable Housing
    • Management
    • Resident Certification
    • Government Liaison & Reporting
    • Financial Reporting
 120 Clinton Square    Rochester,  New York   14604        Tel: (585) 262-6210    Fax: (585) 760-8378