Our Portfolio Assessment Services (PAS Report) is an invaluable tool for making sure your portfolio is still meeting your initial investment goals. It is especially valuable to clients that own real estate in the US and live overseas. We take your current portfolio and due a thorough evaluation of each property. At the end of our evaluation, you will get a comprehensive report showing each facet of your portfolio and a summary of corrections, if any, that you can make to insure your assets within the portfolio are working at the highest level for you.

The assessment includes the following for each asset:

1. A complete inspection

         a. The exterior

         b. Interior

         c. All mechanical systems

2. A complete set of photos for all the above inspections

3. A full appraisal based on the property use

4. A thorough look at all other aspects of each property

         a. Insurance coverage - are you covered accordingly can you be saving money

         b. Your property management company (if applicable) are they doing the job you need at the correct price?

5. If your property is occupied by a tenant, a review of the tenant and their payment history.

6. A full audit of your property management statement if you are utilizing a third party property manager.



*The PAS and PAS Reports are a stand alone service and can be ordered without being a current Owners Express client. Contact one of our helpful Advisors for details. Pricing is determined by the number of assets in the portfolio and may not be available for all types of assets in all locations. Speak with an Owners Express Advisor for more details.

 


PORTFOLIO ASSESSMENT SERVICES

​​Building real estate portfolios for today's global investor​