CFO Services for Real Estate

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I provide fractional CFO support for investors with multiple doors or buildings, ensuring back office automation is in place for seamless operations. I track performance, prepare lender reports, and help you make informed decisions with clear numbers. 

Monthly performance dashboards by building and project offer insights into your investments. 

Cashflow forecasting and scenario planning are tailored to optimize your investor partnerships. 

I also handle lender reporting and refinance preparation, coordinating with tax and legal advisors to ensure everything runs smoothly.

For property managers and operators overwhelmed by administrative tasks, I design and implement back office automation solutions that streamline key workflows, reducing the need for manual work. This includes a deep audit of your workflows and processes, along with automations for rent reminders, owner reports, and maintenance requests. You'll also benefit from a central dashboard that highlights your key KPIs. Additionally, I offer 30–60 days of support and refinement to ensure everything runs smoothly, making it easier to focus on building investor partnerships and exploring opportunities for growth, such as engaging a fractional CFO.

You bring the deal or the idea, and I assist you in modeling it, structuring the capital, and clearly communicating with lenders and investors. My services include financial modeling and deal analysis, designing the capital stack and partnership structure to optimize investor partnerships, and providing lender and investor presentation support. Additionally, I offer optional ongoing investor reporting to ensure effective back office automation.