Build Wealth with Your Investment Properties

Managing a rental property is a game of tenants and toilets. But investing should be about ease and profit via exceptional asset management.

Other people have rentals… YOU have investments.

The Difference Between Property Management and Asset Management

Goal Alignment Between You and Your Property Manager

Our Wealth Optimizer service generates a plan that helps you and your Real Property Management office achieve your investment objectives. By focusing on short and long-term value for your property investment, we understand your goals and can act accordingly.

We help you understand the key variables that will affect your revenue and expenses, now, and in the future. With proper planning, you can anticipate and smooth out the costs associated with vacancies and capital improvements, and keep track of your investment’s appreciation over time.

Primary Benefits

• Better investment performance
• Clear and understandable data and information
• Better revenue and expense management

The Wealth Optimizer Process

1. We start with a comprehensive analysis of your property or properties’ revenue, expenses, equity changes, tax deductions, vacancy/occupancy rate, balance sheet, and reserves.
2. Using our proprietary Wealth Optimizer tool, we produce a complete and understandable report.
3. We meet with you personally to review the initial analysis, and set goals for the next year, five years, and beyond.
4. We can discuss different assumptions to evaluate the impact on your investment.
5. On a monthly basis, we provide you a report including cash flow, rent roll, occupation/vacancy rate, balance sheet, variance report, and reserve status.
6. During the 4th Quarter of each year, we will jointly update assumptions and you will receive a projected year-end report.
7. At the beginning of each new year, we meet in person to review a new comprehensive analysis and proforma statement and establish goals for the coming year.

Our Wealth Optimizer Service Tracks and Evaluates Financial Factors Important to Investors

Not only do we analyze all the factors that influence your property’s financial situation, but we also compile the information into useful reports for you. This allows us to understand revenue and expense variances to take action to improve performance.

• We can budget accordingly and eliminate surprises by incorporating predictions about future expenses such as roof or HVAC replacement based on age and standard life spans.
• We can model the impact of different assumptions to understand critical variables affecting performance

Our Wealth Optimizer calculator incorporates the following factors into our analysis. Some of the information is provided by your Real Property Management consultant, while other information must be provided by you.

You receive a full view of the financials related to your property,
from cash flow analysis to tax benefits to return on equity.

Executive Summary
Overview of the investment performance of your property

Property Cash Flow Analysis
Review of key revenue and expenses attributed to your property

Property Metrics & Ratio Analysis
Snapshot of key operational and financial metric

Property Sale Price Estimate
Estimates based on both operating income and gross rent multiplier methods

Loan Summary
Multi-year view of projected principal, interest payments, and yearly ending balance

Loan Amortization Schedule
Detailed report of current year mortgage payments and principal growth

Choose Real Property Management Heritage for Investment Management

We understand property management and property investments. With over thirty years of experience in property management and more than 300 offices in the United States and Canada, we have become the largest property management franchise in North America.

Our corporate Franchise Support provides oversight to local performance, compliance with high standards, ongoing training, and access to proprietary systems and processes to deliver professional service. Local Real Property Management offices are knowledgeable of neighborhood and city real estate market conditions, practices, and regulations. Together, we provide clients with the best property investment management services available. That’s why we are The Nation’s Local Property Manager.

Every office participates in extensive ongoing property management training, uses sophisticated processes and data management, and provides competitive pricing to our customers.

Join The Trusted Leader in Property Management
Contact your local Real Property Management office to learn more.

Real Property Management’s Wealth Optimizer Service

Managing a rental property and managing a property investment are different. Managing a property involves transactional activities such as marketing vacancies, screening tenants, collecting rent, and handling tenant activities. Managing a property investment involves these activities but adds deeper financial analysis to the process.

Insights, understanding, and planning drive better investment decisions. Contact us to discuss our proprietary Wealth Optimizer, which will provide you immense insight into your properties and help you make long-term investment decisions. Download our introductory brochure on Wealth Optimizer and join those who know the difference between a professional money manager and all the rest.

Be one of the select real estate investors who truly understand your investment’s performance and can explain your success to others.