Performance Measurement

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Your team collects plenty of data and produces all types of reporting – to explain partner distributions, leasing to date, growth in assets under management, etc. but often times your team is stretched to meet your investor/lender imposed deadlines and still handle their “day jobs”.  This situation is particularly true of smaller and rapidly growing real estate investors who may make the understandable decision to allocate limited resources to finding new opportunities or investors.  

Reporting and portfolio monitoring can be viewed as a check-the-box exercise – get it done and return to the next deal, lease, etc.  Unfortunately, the strategic benefit of active, forward-looking portfolio, investment and business monitoring goes unrealized.

The problem with most business metrics is that they tend to be rearward facing. Yet, not infrequently, the very next quarter there is a significant movement– potentially to the negative.  Many of these changes could have been anticipated if the reporting wasn’t primarily focused on past performance.

LPA will guide you through identifying, defining and streamlining the critical business/investment metrics that warrant monitoring, and propose the appropriate definitions, sources and process for gathering the required data. With the addition of forward-looking metrics, reporting becomes a strategic asset allowing you to continuously evaluate risk and return as market conditions evolve.

LPA can also be engaged to implement and, if desired, manage the quarterly or annual review of assets or portfolios, as well as surveillance and watch list reporting.