HOA
REAL ESTATE CONCIERGE
WHAT SETS US APART
✓ The Best Ability is Availability
We are there when you need us. We are reliable, flexible, and adaptable
to changing commitments.
✓ Attention to Detail
100+ point inspection of the financial and physical
health of the community.
✓ Owner Enrichment
Comprehensive market analysis of each owner’s property. Includes examination of potential sale, rental, and ARV value.
Owner Enrichment
FREE
MARKET
ANALYSIS
Examination of sale, rental and ARV value.
REDUCE
UTILITY
COSTS
Rebate and replacement programs for inefficient appliances.
FREE HOME
IMPROVEMENT
CONSULTATION
Designers, organizers and contractors at your service.
PREFERRED
VENDORS
LIST
Trusted service providers for all your needs cultivated over years of client service.
Free Market Analysis
Examination of sale, rental and ARV value.
Reduce Utility Costs
Rebate and replacement programs for inefficient appliances.
Free Home Improvement Consultation
Designers, organizers and contractors at your service.
Preferred Vendors List
Trusted service providers for all your needs cultivated over years of client service.
100+ Point Inspection
A deep dive into the physical and financial health of your property.
1. Three-year fiscal review
CPA analysis of financial statements and tax returns.
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Looks for errors in reporting and missed opportunities for deductions
2. Operating cost evaluation
We scrutinize every expenditure for maintenance, repairs, and operating costs looking for over-payment and potential avenues to reduce expenses.
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Compare pricing from current service providers against at least 3 competitors.
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Look for reductions in operating costs by incorporating energy efficient equipment while taking advantage of government rebate programs
3. Physical examination of the
property
100+ point inspection of the
property covering structural safety,
security, cleanliness, ADA
requirements, and much more.
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Professional building inspector
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Electricians, plumbers, and engineers when needed
4. Future needs analysis
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Insurance Review
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Budgeting
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Preventative maintenance program
5. By-Laws review, amendment,
or rewrite
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Updated to meet statutory guidelines
Superb Pricing
Service
Transfer fees upon sale
Transfer fees for board members (current or former)
Market value analysis for each unit
Free design/remodel consult for each unit
Financial review
100+ point physical inspection
Scheduled property inspections
Preventative maintenance program
Bill pay services
Human resources
Mark-ups for repairs
Online access to financial docs and reports
Turquoise
$199
$0
✓
✓
✓
✓
Monthly
✓
✓
✓
0%
✓
The Industry
$400-$600
$400-$600
x
x
x
x
Bi-annual
x
x
x
10-20%
x
* All maintenance expenses, management and placement fees are tax deductible.
