For Owners · Onboarding

A Smooth, Structured Transition

The move to new management shouldn't be stressful. We run a disciplined, phased 90-day plan designed to secure your data, stabilize tenant communication, and ensure immediate compliance — while laying the groundwork for long-term performance.

Start with a free proposal Call or text (415) 683-1231

A partner, not a replacement

You know your building better than anyone, often after decades of running it yourself. We don't come in to take that away. We come in to carry the day-to-day: the tenant calls, the repairs, the vendors, the compliance, and the emergency in the middle of the night.

You keep the cash flow and the final say on the decisions that matter. We make sure the building is looked after the way you would look after it, and you get detailed reports that show exactly how it is doing.

How it works

A structured 90-day execution plan

From the 30 days before management begins through your second month, here is exactly what happens.

01
Step 1

Phase 1 — Pre-management (30 days prior)

Before management officially begins, we build the operational infrastructure for your property, focused on data integrity and administrative setup.
- Customized integration: a bespoke property checklist built from your owner questionnaire and documents (utility bills, leases, ledgers), divided across our specialized departments.
- Financial infrastructure: dedicated trust bank accounts, secure online payments, and full integration of your property into AppFolio, our management software.
- Comprehensive lease audit: a deep-dive review of all tenant ledgers, leases, and historical rent-increase notices — verifying past increases were compliant to protect you from future liability.
- Administrative transition: redirecting tax, mortgage, and utility billing, and onboarding your preferred vendors (vetting tax IDs and insurance).
- Tenant readiness: "New Management" welcome packages for every resident, with clear instructions on maintenance and portal access.
02
Step 2

Phase 2 — Month one (stabilization & assessment)

The first 30 days establish our presence, ensure safety, and build rapport with your residents.
- Tenant onboarding: high-touch communication and hands-on help registering residents for the online portal, so rent collection and maintenance run smoothly.
- Comprehensive site documentation: an exhaustive on-site inspection capturing 100+ high-resolution photos of the roof, mechanical systems, and common areas — a definitive baseline of the building's condition.
- Compliance & safety audit: inspection of all life-safety systems; if anything is deficient, we coordinate certified vendors immediately.
- Owner transparency: a personalized walkthrough of your owner portal, with 24/7 access to financial reporting and performance data.
03
Step 3

Phase 3 — Month two (optimization & strategy)

With the administrative heavy lifting complete and the property stable, we pivot to long-term value.
- Strategic project management: we begin executing the capital-improvement and optimization projects identified during the initial assessment.
- Proactive maintenance: we transition from reactive setup to a proactive, preventative maintenance schedule.
- Within 60 days, your property is not simply "under new management" — it is operating on a structured, fully integrated platform built for stability, transparency, and measurable financial improvement.

What full-service management includes

Owners hire us for one reason: peace of mind. We manage the entire operating system of the property so you don't have to.

Tenant communication & daily operations

Professional day-to-day tenant communication, consistent handling of requests and concerns, and calm, consistent lease enforcement.

Rent collection, leasing & renewals

Established rent-collection systems and tracking, late notices and enforcement where appropriate, and organized annual renewals and increases.

Maintenance & 24/7 emergency response

Maintenance intake, prioritization, and vendor dispatch, with 24/7 emergency coverage and bilingual (English & Spanish) support.

Vendor oversight & project execution

Long-standing vendor relationships (some 40+ years), pricing discipline, and end-to-end oversight of turns, renovations, and capital projects.

Accounting, reporting & owner draws

A detailed monthly reporting package, full income-and-expense transparency, CPA oversight and year-end coordination, and owner draws via ACH or check.