Asset Management

With a full-range of asset management services, Oldham Goodwin provides owners with a comprehensive approach to managing their assets.  Our performance-driven team is committed to customer service and the overall success of each asset we manage.  Asset management goes beyond the standards of property management to encompass the following services:

  • Capital Planning/Preparation of Annual Capital Improvement Schedule
  • Preparation of Annual Property Profit/Loss and Cash Flow Budgets
  • Developing Asset Goals and Strategic Plans (w/ SWOT Analysis)
  • Cash and Reserve Management/Analysis
  • Debt Service Management (including management of escrows, submission of replacement and capital reserve disbursements)
  • Hold, Sell, Refinance Models and Assessments
  • Management of Banking and Lender Relationships
  • Loan Workouts
  • Comprehensive Monthly Financial Reporting on Entities (includes partnership accounting, debt service accounting, accounting for capital items and accounting for equity items such as distributions)
  • Regular Communication with Owners/Investors
  • Regulation Compliance
  • Protesting Assessed Property Value for Property Taxes
  • Coordinating Cost Segregation Studies
  • Procurement and Maintenance of Insurance
  • Risk Management
  • Monthly Property Inspections
  • Oversight of Onsite Property Managers (including hiring, firing, performance improvement plans and evaluation)
  • Public Relations