your business. our solution. peace of mind. shawn mckenna, ceo
DESCRIPTION
Asset Management vs. ComplianceTRANSCRIPT
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Your Business. Our Solution. Peace of Mind.Shawn McKenna, CEO
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Property Management vs. Asset Management
All hands on deck
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Asset Management vs. Compliance
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• Concept• Underwriting• Closing
Pipeline Management
• Construction• Lease-Up
Stabilization
• Asset Management• Compliance• Disposition
Monitoring
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Information• Physical and Operational Inspections• Current and Historical Operating
Results
• Audited Financials• Compliance with Regulatory
Requirements– Income limits– Population Composition
• Adherence to Partnership Agreements and loan covenants
• Servicing Historical Information
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AnalysisThis is where you need to verify the information you just collected!
• Risk Engine• Peer Comparisons• Spreadsheet models
for risk analysis and reconciliation
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Actions• Identification and approval of funding requirements
– Annual Budgets – Reserve Releases– Performance Goals
• Notices of non-compliance• Mitigation planning• Troubled Assets
– Workouts– Restructures
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Optimal Portfolio
• Governance and Mission• Information Gathering and Sharing
– Clear, Accountable Lines of Communication between parties– Timely Valid Data
• Analysis– Risk Scoring – Identification of Troubled Assets
• Action– Collaboration with All Stakeholders – Organizationally Driven Success Metrics and Rewards
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Thank you!Contact Information:Shawn McKenna, CEO and PresidentPhone: (303) 663-2431Email: [email protected]