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Advisory Services Available

Chase Asset Advisors offers custom real estate research and reporting services to meet the individual needs of potential investors, owners, management agents and brokers. Our business is primarily geared around the multi-family industry but includes senior conventional housing and self storage facilities. Often, these services are used to analyze property operations to expose areas for improvement in upside potential and increased Net Operating Income or used to facilitate the purchase or sale of commercial real estate assets.

The company makes these services available in packages as well as individually. Services are geared to investigating, evaluating and improving business practices to yield improved returns to the investor. The company encourages clients to source other qualified inspection services (when desired) relating to environmental, structural and/or other desired areas of inquiry.

Service Advantages:

Our services are:

Timely

We mobilize quickly, to meet short deadlines within pre-determined and agreed upon parameters.

Accurate

Reports are internally audited and verified for accuracy.

Un-Biased

We have no vested interest in generating a pre-engineered outcome as we have no vested interest in the purchase, sale or re-position of an asset or group of assets.

Cost-Effective

We utilize a team of professionals with varied backgrounds. We maintain low overhead to produce quality reports and representation using cost effective and efficient processes.

Guaranteed

We provide clearly stated service parameters prior to starting your assignment.

Advantages to Prospective Purchasers:

Review multiple investment options faster while quickly narrowing the range of possible investment alternatives. Arrive at go/no-go decisions quickly, while evaluating a range of potential investment options. Utilize our team of professionals with varied backgrounds in: investments, property management, accounting, capital project management, and brokerage, to arrive at the most accurate and un-biased analysis.

Advantages to Owners:

Complete the right capital improvements to increase Net Operating Income. Evaluate potential rent increases, realize possible operating cost savings and explore alternatives for improvement to the bottom line.

Over 90% of our business is generated by referrals and repeat clients.

Purchasers... Make the best offer!

Utilize the talents of our team to provide complete due diligence services to facilitate timely and accurate investment information. We recognize critical timelines, as well as your 1031 exchange deadlines.

(Services may be grouped together as a package or individually selected to provide a custom solution to meet individual needs).

Individual components and/or services to consider:

Specialized investment research services.
On-Site representation to meet brokers.
Market research to expose upside potential and capital projects to increase income.
Complete due-diligence services.
Access to other contracted services to meet pre-determined time and cost containment strategies.

Packaged Services:

(to facilitate the purchase of assets)

Services may be packaged around the most popular options selected by many of our clients as listed below. These services are available in three options. Services may also be custom configured to address areas of interest or potential concerns as requested.

OPTION I – “INITIAL PROPERTY INVESTIGATION”

(Generally requested before contract to purchase is completed)

Includes:

On-site visit, interview with broker, meeting with on-site manager, brief written evaluation of the property with pictures and report on the local market and follow-up as needed.

Objective:

To provide representation on-site and a brief written evaluation.

Advantages:

Speeds up the process allowing for the evaluation of multiple properties and investments, simultaneously. Provides representation in geographically different markets while reducing or eliminating travel expenses entirely. Allows for the elimination of assets which do not meet the individual needs of the investor.

OPTION II – “LIMITED DUE DILIGENCE SERVICES”

(Generally requested during the recognized due-diligence period)

Includes:

On-site visit, interview with broker, meeting with on-site manager and/or owner. Completion and submittal of FIVE of the following nine items:

Options:

Physical audit of lease files. (requires rentroll dated day of audit)
Inventory of property to remain on-site after closing.
Walk-through inspection of all 100% of the units.
Physical inspection of common areas and storage/garage areas.
Exterior building and site inspection.
Review of recent maintenance records.
Independent market study of local competition.
Generation of Pro-Forma Operating Budget.
Multiple pictures of the property including common areas, areas of concern and local points of interest near the property.

Detailed written evaluation of the property with pictures and report on the local market and follow-up as needed.

Objective:

To provide limited due-diligence services on-site as well as a written evaluation of the findings to facilitate the closing.

Advantages:

Implements a highly organized process, completed by qualified individuals. This can save time and travel expenses. Provides detailed results including a comprehensive written report with multiple pictures.

Requirements:

(Offering Package, Recent Rentroll, Site Map, Access to Property Leases, Accompanied Access to Rental Units (with locally acceptable notice given), Completed Contract /Request for Services received at least 48 hours prior to on-site visit.)

Additional areas or items of interest may be added or deleted as requested.

OPTION III – “FULL DUE DILIGENCE SERVICES”

(Generally requested during the recognized due-diligence period)

Includes:

On-site visit, interview with broker, meeting with on-site manager and/or owner. Completion and submittal of ALL of the following items:

Physical audit of lease files. (requires rentroll dated day of audit)
Inventory of property to remain on-site after closing.
Walk-through inspection of all 100% of the units.
Physical inspection of common areas and storage/garage areas.
Exterior building and site inspection.
Review of recent maintenance records.
Independent market study of local competition.
Generation of Pro-Forma Operating Budget.
Multiple pictures of the property including common areas, areas of concern and local points of interest.

Detailed written evaluation of the property with pictures and report on the local market and follow-up as needed.

Objective:

To provide full service due-diligence on-site and a written evaluation of the findings to facilitate the closing.

Advantages:

Implements a highly organized process, completed by qualified individuals. Saves time and travel expenses. Provides detailed results including a comprehensive written report with multiple pictures.

Requirements:

(Note: Option I listed above is often combined with either Options II or III listed above to create a full service package.)

Individual Services:

Services may be implemented individually or selected to create a specialized package.)

For Purchasing a Property or portfolio of Properties.
When Selling a Property.
When planning the re-positioning of a property.
When changing management agents or companies.

These services may be custom configured as you desire for an individual or portfolio of properties.

On-Site Inspection Items:

Physical audit of lease files. (requires rentroll dated day of audit)
Review of recent maintenance records.
Walk-through inspection of all 100% of the units.
Physical inspection of common areas and storage/garage areas.
Exterior building and site inspection.
Independent market study of local competition.

Research Items:

Provide recent sale and/or rent comparables.
Generate Market Study Report.
Create a Pro-forma Operating & Capital Budget.

Please contact us here, at (877) 241-1420, or info@thechasecompanies.com to request information regarding custom services designed to meet your individual needs.