KingsWood Investment Management Services

We are dedicated to meeting the needs and exceeding the expectations of owners and business managers that we work with.
Our Asset management division specializes in providing clients with an impartial, but definitive performance review of an individual asset or an entire portfolio. Our review consists of a thorough analysis of the current condition of the asset/business. We will identify and breakdown the factors that are contributing to the current condition of the asset/business. The main factors that we will be offering opinions on are as follows; Management Operations, Marketing, Physical Condition, Resident Relations, Operating Expenses, Real Estate Tax Review, Audit and Compliance Issues, Risk Management and Liability issues, Capital Spending, Replacement Reserve Compliance, Upgrade opportunities, and Ancillary Income opportunities. We will provide a written action plan that will incorporate solutions and counter the deficiencies that are exposed in our performance review. We will assist during the transition period to make sure our client’s interests are protected. Our division is structured to operate in a long-term capacity and can operate as a buffer between management and ownership. We can provide monthly reports to our clients consisting of; monthly financial statement review (providing trend reports of any fluctuation in performance), impartial market reviews, physical condition reports (providing pictures and descriptions of any deferred maintenance items), capital improvements (tracking owner or lender mandated repairs), quarterly resident surveys, and an overall monthly summary of operations.