Asset Management Services

A full range of asset advisory and portfolio management services that enable owners to evaluate highest and best use alternatives, as well as choosing the best acquisition and disposition strategies.

Market access and intelligence that best disposes of assets to buyers looking for the product type, that results in optimal yields and enhanced overall returns.
Asset Management Services assist clients with maximizing the value of their real estate assets.

These services include portfolio management, real estate allocation analysis, asset management, due diligence, inspections and MBE/WBE/LSDBE program design and implementation.

The firm provides both analytical frameworks and the tactical implementation of strategies developed on behalf of clients.

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Portfolio Management

Real Estate Allocation Analysis

Asset Management

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Due Diligence

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Inspections

MBE/WBE/LSDBE Program Design and Implementation

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Portfolio Management

Birch Advisors provides a robust service covering a wide range of services to help you achieve your investment and financial goals. We have decades of experience guiding investment decision-making to build a portfolio that reflects your financial goals, timelines and risk tolerance.

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Real Estate Allocation Analysis

Birch Advisors Asset allocation analysis is an investment portfolio review technique that aims to balance risk by dividing assets among major categories such as cash, bonds, stocks, real estate, and derivatives. Each asset class has different levels of return and risk, so each will behave differently over time; we are here to guide you through this analysis and resulting strategy.

Asset-Management

Asset Management

Birch Advisors place your property assets in an optimized financial position, while directionally structuring the most value to your assets, while still meeting your goals and objectives. Our asset management services combine commercial real estate knowledge and leasing expertise with customer-service driven reporting, accounting, and management.

Our strategic asset management services include, but are not limited to

  • A comprehensive, high-level view of your asset portfolio
  • Strategic asset positioning in the market
  • Debt management, equity placement and exit strategies
  • Ownership-level review and problem resolution
  • Oversight around property management and leasing professionals
  • Investment and financial oversight
  • Data driven reporting to owners and investors
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Due Diligence

Birch Advisors offers extensive due diligence services, which assist your team with closing a transaction. We handle the tedious and time-consuming details that can be daunting for principals to process when they are under the stress of a difficult closing process or managing many properties or portfolios at the same time.

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Inspections

We inspect your commercial properties to ensure its overall condition and safety. Remember that your liability can extend to employees, customers and occupants, so make sure that your building’s structure, electrical, plumbing and HVAC are functioning properly and safely. If there are issues that need addressing, we can make the appropriate recommendations for licensed ​professionals who can advise you on specific maintenance and repairs.

MBE/WBE/LSDBE Program Design and Implementation

Birch Advisors assists in the development strategies, perhaps the most well-known are programs designed to encourage minority-owned business growth through facilitated participation in government procurement. We provide procurement assistance programs often include services such as technical training on government contracting and the bidding process, as well as notification of current bidding opportunities. We assist with programs that fall under the following programs at both the state and federal level.

  • Minority Business Enterprise (MBE)
  • Women Business Enterprise (WBE)
  • Local, Small, and Disadvantaged Business Enterprises (LSDBE)

Contact Birch Advisors

Feel free to call, send an email, or complete the Contact Birch form below to reach us.
We will get back to you as soon as possible.

Contact Birch Advisors