Portfolio Transaction Coordinator
7 hours ago
Project coordination and due diligence for bulk asset sales/transfers including assembling marketing photos, confirming property rehab budgets, procurement for rehab invoices, and working with third parties for property inspection reports.
Management of due diligence process with title companies, brokers for brokers price opinion orders, and property management’s facilitation of the asset transfers.
Abstracting and compiling leases to compare with due diligence reports and client material, coordinating letters to residents, and finalizing confirmation of settlement statements.
Coordination and ownership of property data accuracy for lenders, compliance requests, audit, and other internal stakeholder’s projects.
Post transaction monitoring for rent, insurance, tax or HOA true-ups/reconciliation.
Management and coordination of client onboarding and ongoing investor calls, material requests and calendar of investor meetings and the travel & entertainment associates.