Asset Management
Strategic oversight and hands-on executionAsset management
Strategy, execution and transparent reporting
We coordinate every stakeholder and monitor each decision against the owner's investment plan.
Portfolio strategy and governance
- Quarterly meetings to review portfolio strategy and delivery of the agreed business plan
- Review of leasing policy, current positioning and recommendations
- Budget recommendations and adjustments where required
- Regular tenant contact to anticipate changing requirements
- Ongoing relationships with local agents and market specialists
Service-provider oversight
- Appointment recommendations and preparation of engagement letters
- Inspection, review and reporting on appointed specialists
- Coordination of property managers, environmental advisers, brokers, project managers and valuers
- Monitoring of maintenance, repairs, claims, tenant obligations and procurement processes
Property management
Reliable operations, accurate information
Our property management scope combines rental administration, accounting, technical management and regulatory monitoring.
Management reporting
- Monthly rent-roll preparation and updates
- Lease and tenant-obligation monitoring
- Regulatory monitoring and dispute follow-up
- Annual forecasts for rent, service charges, taxes and non-recoverable costs
- Monthly and quarterly reporting in French and/or English
- Lease-event monitoring
Accounting and collection
- Rent, service-charge and tax invoicing and collection
- Indexation and special lease-condition monitoring
- OPEX, CAPEX and non-recoverable expenditure tracking
- VAT reporting, invoice processing and bank reconciliations
- Trial balance, general ledger and quarterly accounting packs
- Annual service-charge reconciliation
Technical management
- At least six site inspections per year
- Annual OPEX budgets and five-year CAPEX plans
- Management of maintenance, utilities and service contracts
- Insurance-policy administration
- Tendering, works monitoring and handover
- Fit-out control and regulatory/environmental monitoring
Owner support
We liaise with public authorities, insurers and third parties, collect ESG and environmental data, and assist with due diligence, onboarding and disposal of assets.
Entrust your assets to an involved team
Tell us about your portfolio, management priorities and reporting requirements.