Real estate assets are no different than other investment classes. We create a tailored approach for each client’s portfolio to ensure they meet their financial goals. Ascend provides long-term and on-going financial oversight with regular reporting and client meetings related to the following areas:

• Sourcing and managing capital (bank financing and other sources)

• Consulting on property acquisitions and dispositions

• Tracking and analyzing financial performance metrics

• Underwriting and analysis

  • cash flow, valuation, best use, etc.

• Capital project & construction management

• Cash flow monitoring and management

• Bookkeeping & accounting oversight

• Third party oversight

  • property managers, real estate brokers, engineers, surveyors, appraisers, general contractors, leasing agents, banks, CPAs, attorneys, etc.

Please note: We are not licensed wealth managers or securities investment advisors. Our focus is solely on real estate asset financial performance.