Managing the Investment & Operating the Property
Although some owners may wish to manage their own properties, most will find that the money saved is insufficient compensation for the time and nuisance of dealing with tenants. Berkeley Investment Advisors can provide tenant-screening criteria and help select an onsite manager or a professional property management company to handle maintenance, rent collection and vacancy marketing. We also help manage property improvement to take the burden off of owners and ensure that value added exceeds the costs.
Financial Management
Financial management is the core of our expertise. It is our key advantage over other brokers and property managers and it is crucial to maximizing returns. This means:
- Controlling costs
- Setting appropriate rent levels.
- Efficient reinvestment of cash flows
- Optimizing refinancing transactions
- Forecasting and managing taxable income to avoid unnecessary tax expense
- Proactive risk management
Berkeley Investment Advisors provides the accounting and budget reporting that is the foundation for financial management. As professional investment managers we benchmark rents and costs against other properties and shop for more cost efficient vendors when costs are out of line. We set up investment accounts that provide the best return for the client's risk tolerance and we implement procedures to speed up investment of cash.
Berkeley Investment Advisors has extensive experience in financial modeling, far more than any broker or property manager working for non-institutional clients. We put this sophisticated modeling to use in forecasting taxable income and returns on equity under various scenarios This helps determine when it is optimal to boost leverage by refinancing or to exchange the property for another. We also provide valuable advice about insurance coverage, lease clauses, legal ownership structures and other strategies for minimizing the risks of owning real estate. Add it all up and you've got the best financial management available and the results will show it.
Why we're Different from other Commercial Real Estate Brokers
Most commercial property brokers are focused on listing property rather than helping you buy it in the first place. The time it takes to attend to all the details of finding a property and performing the due-diligence, combined with the risks of being sued for a bad investment, make this business unattractive relative to the easy money that comes from listing a property. Consequently most commercial brokers focus on building their marketing machine to attract listings; it's easier and it fits better with the sales skills that got them into the business in the first place. Given their focus on listings it is far easier and more profitable for them to direct a buyer towards the purchase of one of their own listings than to objectively search for the best investment in the market.
 Berkeley Investment Advisors is a different sort of firm because its founder, Ray Meadows, comes from an investment background rather than marketing or sales. Ray's philosophy is to use his competitive advantage in investment analysis (as demonstrated by his CFA designation and Investment Advisory license) to build a niche business focused on non-institutional investors. With a banker's attention to details and an investment manager's analytical tool kit, Berkeley Investment Advisors can thrive as a pure buyer's broker by building repeat and referral business through successful investments and excellent service. We apply sophisticated financial modeling techniques to identify opportunities that others may miss and to avoid deals that don't make sense given our predictions for the key variables affecting value. We are confident you will not find another real estate broker that will provide you such thorough analysis.
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