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Property Asset Assessment
Property Asset Assessment
Please complete the information below. One of our Property Management Specialists will contact you shortly to discuss your property and management needs.
1. OWNER / CONTACT INFORMATION
First Name
Last Name
Company Name (if applicable)
Email Address
Phone Number
Preferred Contact
Phone
Email
Mailing Address
City
State
ZIP Code
2. PORTFOLIO OVERVIEW
Total Number of Properties
Total Number of Rental Units
Estimated Portfolio Value
Property Types (select all that apply)
Single Family Home
Condominium
Multifamily
Commercial
Mixed-use
Vacant land
Other
What are your main goals for the portfolio?
What are your biggest current concerns or challenges?
3. PRIMARY PROPERTY DETAILS
City
State
ZIP Code
Property Type
Year Built
Bedrooms / Bathrooms / Units
Current Status
Occupied
Vacant
Under renovation
Owner occupied
4. MONTHLY FINANCIAL OBLIGATIONS
Mortgage Payment / Month
Property Taxes / Month
Insurance / Month
HOA / Condo Fees / Month
Owner-Paid Utilities / Month
Other Monthly Payments
Current Monthly Rent
Current Monthly Rent
Estimated Monthly Net Cash Flow
Describe any past-due payments, liens, special assessments, or collection issues.
5. LOANS AND OWNERSHIP
Approximate Loan Balance
Interest Rate
Are the properties currently occupied?
Yes
No
Some are occupied
Loan Maturity Date
6. PROPERTY CONDITION
Overall Condition
Excellent
Good
Fair
Poor
Unsafe / uninhabitable
Repairs or improvements currently needed
7. VIOLATIONS, PERMITS & LEGAL ISSUES
Does the property currently have any violations?
Yes
No
Not sure
Type of issue (select all that apply)
Code enforcement
Building / permit
Fire / life safety
HOA / condo
Open or expired permit
Lien
Tenant / eviction issue
Other
Describe all violations, notices, deadlines, fines, liens, or legal matters.
Current Fines / Amount Owed
Compliance Deadline
Case / Notice Number
8. CURRENT MANAGEMENT & TENANTS
Current Property Manager (if any)
Lease Expiration
Security Deposit Held
Describe tenant concerns, unpaid rent, lease issues, complaints, or pending evictions.
9. SERVICES AND OUTCOMES YOU ARE SEEKING
Full property management
Tenant placement / screening
Repairs / renovation
Violation resolution
Financial review / budgeting
Rent optimization
Prepare property for sale
Refinance preparation
Other
What would a successful outcome look like for you?
Desired Start Date
Decision Timeline
Best Time to Contact
10. ADDITIONAL PROPERTY SUMMARY
Property Address
Monthly Rent
Monthly Costs
Violations?
Occupancy
Additional comments or documents available (inspection reports, violation notices, leases, statements, photos, etc.)
Authorization
I confirm that the information provided is accurate to the best of my knowledge. I understand that this form is for an initial assessment only and does not create a property management, legal, accounting, or construction agreement.
Authorized Name / Electronic Signature
Date
Submit
