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Asset Management 2017-08-14T20:05:26+00:00

Asset Management

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Invest for Highest Good

When I first meet with investors I challenge them to clearly define their highest and greatest good for their wealth. In other words, if money were no object, how would you live your life so that when you look back on it you feel happy and satisfied. For some investors it may mean traveling the world and for others it may mean something quite different.   After clients communicate their highest and greatest good, we organize their assets in such a way to maximize the likelihood they will realize their “Good”.

Strategic Services

  • Establish the capital stack
  • Determine investment strategy, owning strategy and return hurdles
  • Establish and control key asset control principles
  • Capital budgeting
  • Define and manage capital structure
  • Allocate resources among a portfolio for capital improvements and major expenditures
  • Define the holding period. Test the holding period hypothesis
  • Manage the property management company
  • Manage the mission and identity of the portfolio
  • Make determinations as to acquisition and disposition, timing, portfolio affect and outlier identification and solution.

Tactical Services

  • Work with property managers on everyday operations
  • Prepare annual property business plans and review of quarterly reporting
  • Oversee and review calendar and fiscal year budgeting and re-projection processes
  • Lead external appraisal process and complete internal valuations
  • Support the transition of newly acquired properties
  • Deliver or contribute to ad-hoc projects as requested by stock holders

  ASSET MANAGEMENT

INVESTMENT STRATEGY
MARKET RESEARCH
ACQUISITIONS
CAPITAL BUDGETING
TRANSACTION MANAGEMENT

  OFFICE HOURS

Mon – Thurs 9:00 – 16:00
Friday 9:00 – 12:00
Other Times by Appointment

  OFFICE COMMUNICATION

+1 949-342-5130 Cell
hello@lauraworn.com Email
POB 244, La Quinta 92247 Mail
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I Love Smart Investments

Let me add value to your portfolio.

Smart Investments

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It would be my pleasure to speak to you personally about your property or project. Please call 949-342-5130 or complete this form.

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