Portfolio Management Services - Talus Advisors, LLC

CLIENTS

Talus partners with its clients in all phases of the real estate life cycle. Clients served include financial institutions, private equity funds, family offices and individual investors on all types of real estate projects.

Family Offices
Institutions
Private Equity Funds
Asset Management Firms

ASSET TYPES

Talus is equipped with the skills to partner with clients to create value while protecting against downside risks on a variety of asset types at any stage in the investment lifecycle.

Multifamily
Office
Hospitality
Industrial
Retail

BUSINESS PLAN & OPERATIONAL OVERVIEW

Operational Assessments
Site Inspections
Property Manager Evaluation/Selection
Property Management Selection and Engagement
Lease Audits
Evaluate and Implement Technology-Based Efficiencies
Property Tax Appeals

PERFORMANCE & ANALYTICS

Asset Valuation
Financial Reporting (monthly, quarterly, annual)
Investor Reporting and Distribution Analysis
Annual Budget Development and Review
Internal/External Audit Support

DUE DILIGENCE

Economic Trends
Competitive Set Analysis
Third-Party Vendor Selection and Engagement (engineering, environmental, legal, appraisal, receiver)

INSURANCE

CAPITAL PROJECT ADMINISTRATION

MARKETING

LENDER

Strategic Approach to Real Estate Investments