PORTFOLIO ANALYSIS

Often one of the most stressful aspects of owning an affordable portfolio are all of the unknowns.  How are the capital accounts for properties approaching year 15?  Are the reserve balances sufficient to get you to the next recapitalization?  We'll work to establish the current financial health of your existing portfolio, highlighting areas of concern and identifying any opportunities for increased sustainability. 

INFRASTRUCTURE DESIGN + IMPLEMENTATION

What tools does your organization have in place to manage your portfolio?  We'll build on your current system or start from scratch, creating an efficient and effective means for staying on top of your portfolio, and reporting information to others.  This tool can include everything from operating to projections to sizing a mortgage after year 15, capturing all of your assumptions in one place to minimize expectation inconsistencies within your organization. 

MISSION/PROFIT MEASUREMENT

Every portfolio has it's mission-meeting stars and it's mixed-income cash producers.  The key is to find the balance between the two, making the necessary changes to get the portfolio in balance, and to ensure the development pipeline is bringing in properties that meet the organization's needs.  Schmid consulting can guide the definition of mission/profit goals and expectations, quantify the intangibles, and establish a system of measurement for your portfolio.  These key metrics will be built into a comprehensive monitoring and reporting tool to ensure these expectations continue to stay on the forefront for your organization.

STRATEGIC OBJECTIVE DEFINITION

Often times, those in charge of asset management are the only ones in the organization that understand the true value of the work.  Most developers have grown into doing asset management because issues have come up due to the age of their portfolio.  The result is often an underutilized and reactionary style of management that ultimately loses the organization money through missed opportunities.  Schmid Consulting can help you tie the asset management function, and any associated positions, directly to the organization's mission, vision, and values.  This strategic scope can be a very effective tool in getting organizational or external buy-in on the importance of a fully staffed asset management function.

RESTRUCTURING EXISTING DEALS

You often know exactly which properties in the portfolio need your immediate attention, you just don't always know what the best next step is.  Sometimes, you know exactly what the best next step is, you just don't have the staff capacity to do it.  Either way, Schmid Consulting can help you get to where you need to go.  Whether it's a financial restructuring, ownership transfer, limited partnership agreement amendment, loan modification, refinancing, or re-syndication, we can do everything from the initial feasibility analysis to closing due diligence.

ONGOING SUPPORT

Every day seems to bring on something new when you own an affordable portfolio.  As the market changes, and your portfolio grows and ages, your needs are ever-evolving.  Let Schmid Consulting add capacity to your asset management function without the stress and risk of staffing more positions.  You choose the staffing level you need and how long you need it (even if it's indefinite), and we fill the void.  Questioning how you are going to get it all done?  Contact Schmid Consulting today!