Strategy and Execution

Investment Strategy and
Planning

Collaborate with clients to develop a bespoke business plan for each investment property

Take into account market realities and support key assumptions with market research

Update the plan annually to account for execution milestones and market changes,

Create a valuable rent roll and drive leasing team to exceed established performance benchmarks

Structure lease terms to stagger tenant rollover and minimize exposure to large expiration concentrations

Perform tenant credit reviews to mitigate risk and set appropriate tenant security deposits

Prevent occupancy dips by monitoring exposure to specific tenants, industries, and the potential effects of economic conditions to the same

Develop a comprehensive leasing strategy supported by current and forecasted market trends

Prepare the approval requests and support materials Illustrate value enhancement of such requests to assist with lender approval

Assess competitive set and provide recommendations regarding amenity packages, common area renovations, and other capital improvements to best position asset for success

Emphasis on tenant relationships and engagement with annual surveys to proactively manage near term lease expirations

Minimize Operating Expenses

Leverage the buying power of our portfolio to reduce service costs and improve contract terms.
Conduct thorough “line by line” audit of historical operating statements to ensure operating expense efficiency
Evaluate asset personnel (management, maintenance, janitorial, and security) to ensure no overstaffing
Engage top tier real estate tax and risk consultants to control these large property expenses and ensure appropriate insurance coverages

Maximize Tenant Reimbursements;

Reduce operating expenses leakage with reverse lease audits to confirm tenant reimbursements and reconciliations are correct for maximum expenses recovery
Investigate if any prior or current major capital improvements are eligible for tenant reimbursement
Monitor OpEx to maintain adherence to market norms and and superior competitive position
Know the competitive landscape and monitor market trends. For example, is the market converting base lease structures to triple net

Peritum utilizes market research channels usually reserved for large, institutional firms
- All recommendations supported by market research and intel
- Every decision is deliberate and strategic
Our nationwide network provides unparalleled market insights and real-time information
- We spot market trends early
- Provide a holistic approach to maximizing the value of investment properties

We can lessen the burden of loan compliance and reporting
- Provide periodic forecasts for cash flow, occupancy and DSCR tests
- Allows for negotiation with lenders before problems arise

We will obtain required lender approvals for leasing and capital improvements
- Prepare the approval requests and support materials
- Illustrate value enhancement of such requests to assist with lender approval