Portfolio & Lease Administration

We have partnered with a leading firm whose sole function is to provide portfolio and lease administration services to our clients. Since we represent only tenants, our teams are solely focused on doing what is best for our clients in every transaction. Cutting edge software systems are used to maintain our clients’ portfolio data, which allows us to effectively present a global perspective.

• Processed over $200 million in rent payments
• Abstracted over 72,000 lease documents
• Audited over 30,000 leases
• Managed portfolios ranging from 20 to 1,100 leases with space mixes including office, retail, sales, R&d, manufacturing, warehouse, distribution, academic, medical, and mixed use
• Led the transition to new lease administration programs for over 110 companies
• Local knowledge, global reach

As a leading authority for lease administration and auditing, our partnership provides the focused expertise, visionary leadership, and best-in-class processes necessary to realize substantial savings for our clients.

We offer a full menu of start-to-finish portfolio services:

• Lease auditing
• Lease administration
• Abstracting, and consulting
• National or Global Portfolio Management

Whether a client needs a simple site analysis, a comprehensive auditing of lease obligations, or a streamlined process to administer complex leases at sites across the globe, we can tailor a solution that will save time and money.

We stay committed to our core expertise and principals. Unlike many other firms, we do not use this service as a loss leader. This is what we do best, and all of our energy, knowledge, expertise, experience, and commitment will be focused on delivering unparalleled portfolio management.

We have unrivaled processes and procedures. We set the standard for lease administration and auditing.  As an example, our lease administration practice has been operating under the high standards the FASB will soon require. While others scramble to adapt, our clients don’t have to break a sweat. We generate immediate savings. Our pricing model results in immediate savings that outweigh our costs and our processes deliver savings throughout the portfolio lifecycle.

We hire the best. We employ passionate, creative, and experienced professionals who are credentialed in finance, economics, real estate law, accounting, and IT management.

We believe in the power of flexibility. We tailor our services to meet our client’s needs, rather imposing a canned solution that doesn’t necessarily match our client’s goals and priorities. We also have the capacity to scale our services up or down as the composition of your portfolio changes. We only represent tenants. We are free from the conflicts of interest that arise with firms that represent both landlords and tenants.

Our background also includes comprehensive global portfolio management for clients, with portfolios of over 1000 locations and coverage of over 30 languages. Through this experience, we have developed significant expertise translating, abstracting, and managing leases in Canada, Latin and South America, Europe, Australia, and Asia as well as Africa and the Middle East. Our potent and wide-ranging knowledge of the intricacies of global lease portfolio administration is a tremendous advantage in the management of international leased assets.

For years, our lease administration process has been operating under the high standards that the FASB will soon require all to follow. These include standardized lease abstraction processes and careful monitoring of lease critical dates, options and expirations, rent liabilities and pertinent rent escalations.

Because of our forwardthinking approach, our clients will transition to the new standards with Minimal disruption. We have also been working with clients to centralize ALL of their leases (not only real estate leases) as leases for IT, equipment, machinery, etc. will also fall under FASB guidelines.

This experience in comprehensive lease management for real estate and non-real estate assets will be a significant advantage as FASB changes begin to roll out.

As a natural extension of our lease administration practice, we have developed a best-in-class portfolio database platform. With a user-friendly interface, customizable dashboard, and potent reporting capabilities, it provides superlative functionality for day-to-day lease administration as well as support for C-Suite decisionmaking, all in a secure, webenabled environment.

However, we understand that some clients may have a pre-existing investment in or preference for another software package.  As such, we offer expertise in all major lease administration packages such as Harbor Flex, ProLease, VisualLease, Virtual Premise, AMT, and  Yardi, among others.  We have the know-how to push these products to achieve maximum performance for your portfolio needs.

In short, our overriding objective for all assignments is to meet our clients’ specific needs rather than impose a predefined software solution.

Economic Incentives

Specializing in negotiating business and economic incentives. We’re a team of experienced professionals who focus exclusively on economic incentives across the globe. States and local municipalities across the United States compete to build and maintain a vibrant business environment. Business and economic incentives are used to attract and retain businesses that are making significant capital investments and will have a substantial impact on job creation. Programs exist at every level, either Statutory or Discretionary.

Global Site Selection Advisory

Our partnership with a leading firm in the procurement of economic incentives throughout the world, offers a single source “turn key” solution to support site selection and incentive requirements in the Americas, Europe, Asia and Africa.

We derive value through understanding, experiences and successes by recognizing the real political climate, perceived and actual business friendliness, as well as, immediate and long term costs of doing business within a community.

Utilizing state-of-the-art tools and techniques, we assists businesses in determining the best

location to expand, relocate or consolidate anywhere in the world.

For the past 30 years, our partner has been assisting companies to secure, manage, and administer in excess of $2 billion in public incentive partnerships. Offering experience in every major sector, our

team has developed a proprietary model that streamlines the process of incentive identification, negotiation and delivery

• Labor Market Analysis
• Economic Impact Studies
• Supply Chain / Logistics
• Public Outplacement
• Funding Green Building

Public/Private Partnerships and Incentives

Our partner has unparalleled experience in securing, managing and administering public/private partnerships and economic development incentives to deliver maximum benefit to our clients.