How We Work

Discipline, documented.
Quarterly, monthly, daily.

We run portfolios on the same operating cadence that institutional asset managers run their funds. Daily operations are invisible to the owner. Monthly reporting is comprehensive. Quarterly strategy is decisive.

Quarterly Operating Cycle

One quarter, four phases.

Observe

Property visits. Tenant check-ins. Rent collection audit. Vendor performance review. Open issues triage.

Analyze

Three months of P&L data reviewed. NOI trend. Vacancy trend. Deferred maintenance scoring. Rent benchmark vs. neighbourhood.

Decide

Owner strategy call. Decisions on rent increases, capex, refinancing, dispositions, acquisitions. Documented in writing.

Execute

Tenant notices delivered. Vendors scheduled. Capex initiated. Documents updated. Owner briefed by quarter close.

Service Levels

What we promise, in writing.

Owner email or textWithin 1 hour, business hours (9am–6pm ET)

Tenant maintenance request (non-emergency)Same day acknowledgment, dispatched within 48 hours

Tenant emergency (heating, water, security)4 hours from first notification to vendor on site

Monthly statementBy the 5th of every month, no exceptions

Annual tax-ready packageBy February 15, every year

New tenant placement21 days from listing live to signed lease (Plateau, Mile End, downtown)

Quarterly strategy sessionScheduled within 2 weeks of quarter close

Strategic decision turnaround (rent increase, refinance signal, hold/sell)24-hour analysis turnaround

Onboarding

The first ninety days.

Portfolio audit

Day 1–14

On-site walkthrough of every unit. Photo documentation. Lease and document review. Vendor relationship review. Existing tenant interviews. Baseline P&L construction.

Operating handoff

Day 14–30

Trust account setup. Vendor introductions. Tenant communication transition. Software setup. Document repository organization. Insurance review.

Optimization plan

Day 30–45

Recommendations document presented to owner: rent capture, capex priorities, tenant quality improvements, document gaps, insurance gaps. Decisions made in writing.

First reporting cycle

Day 45–60

First monthly statement delivered. First operational issues handled. Cadence established.

First quarterly review

Day 60–90

Owner strategy session. NOI baseline confirmed. Optimization plan reviewed against execution. Year-one targets set in writing.

Applications

Five client portfolios.
One founder.
No marketing engine.

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Discipline, documented.Quarterly, monthly, daily.