Page 31 - Asset Management Proposal

ManagementProposal for Spivey Family Limited Partnership of Orlando

Available Services Offered - Attachment A:

Acquisition:
Opportunity Identification
Land Holdings: 1031 exchange, build to suit, leasing, partnerships, operational costs
Evaluation, Cash Flow Analysis, Due Diligence
Investor Presentations

Accounting (Overall Company and Individual Asset):
General accounting reporting to include accounts receivable, accounts payable, bank
reconciliations, cash flow and rent rolls, rent collection, assessing late fees.
Balance sheet reporting
Operating Budget development and comparison monitoring
CAM reconciliation
Reserve schedules and capital expenditures
1099’s processing and reporting
Investor presentations and audits

Operating and Maintenance:
General routine maintenance and repairs, and vendor oversight
Emergency calls and response
Storm and flood preparation
Monitoring company goals & business strategy

Tenant Relations:
Communication, rules and regulations, inspections and collections
Evictions, claims and court appearances
Lease renewals
Marketing and leasing assistance

Project Management:
Bidding process and oversight of vendors
Capital improvements and tenant build out.

Insurance:
Oversee Owner Policy and compliant requirements
Verify Tenant and Vendor Policies
Process claims
Restoration coordination and oversight

Website:
Owner and tenant portals
Website development and monthly monitoring

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Myrtle Beach, SC | Greenville, SC | Charlotte, NC
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