Services
At Fulcrum Multifamily Advisors, we provide strategic, hands-on asset management services tailored to the unique needs of multifamily real estate owners and developers. Our offerings span weekly pricing and leasing analysis, monthly financial oversight and modeling, and comprehensive yearly budget planning. Whether your asset is in lease-up, stabilization, or preparing for refinance or disposition, our consulting approach ensures operational excellence, data-backed decision-making, and transparent performance tracking—so you can focus on maximizing value and achieving your investment goals.
Pricing and Competitor Analysis
Stay ahead of the market with weekly reports that benchmark your asset’s pricing and concessions against a hand-selected comp set. We combine third-party data with direct source verification—web and phone—to deliver actionable insights. Trends are tracked and visualized over time to inform smarter rent decisions.
Leasing Performance Reporting
Unlock a deeper view into your asset’s leasing trajectory. Our weekly reports include rent metrics (market, leased, effective), application trends, occupancy, advertising source performance, and tour data. Executive summaries and in-depth analytics provide clear visibility, especially valuable during lease-up phases. Customized formats available for OneSite, Entrata, and others.
Financial Budget Oversight
We perform a line-by-line budget analysis each month to flag miscodes, double billing, and timing misalignments. Our insights help reduce waste, realign spending with property phase, and hold site teams accountable. Monthly variance logs give you a historical view of what’s excusable—and what isn’t.
Renewal and Expiration Strategy
Drive collections and reduce loss-to-lease with our custom renewal analysis. We align pricing with leasing momentum and create actionable forecasts to optimize retention and revenue performance.
Dynamic Financial Modeling
Our proprietary model captures every detail of your asset’s business plan—from JV and lender terms to budget forecasts, cash management, and waterfall returns. Updated monthly, this model becomes your command center for capital decisions, strategic planning, and investor communications.
Exit and Refinance Analysis
Ready for a capital event? We deliver stabilized NOI forecasts, broker coordination, and appraisal review. Our approach includes both cap rate and 10-year DCF modeling, aligning data with real market dynamics to help you maximize proceeds and timing.
Operational Accountability & Advisory
We show up. Literally. From leading or supporting weekly site calls to performing in-person visits, we help identify what’s working—and what’s not—across people, product, and pricing. We interface directly with on-site and regional teams to increase transparency, efficiency, and execution.
Budget Creation & Optimization
We bring operational expertise and a critical eye to your annual budget cycle. Our process identifies overlooked fees, misallocated payroll, inefficient contracts, bloated G&A, and inefficient marketing. The result: a cleaner, smarter budget aligned with your business plan. Lease-up budgeting is available and highly recommended for new deliveries.