Insights
Perspectives on the consolidation of property management, the role of technology, and the operating discipline that makes assets perform.
What we are thinking about
The fragmented middle: why US property management is ready to consolidate
Tens of thousands of local operators run the operating layer of American real estate without institutional technology, reporting, or discipline. That gap is a generational opportunity.
Read insightPropTechFrom cost center to compounding asset: technology in property management
When a proven software tool is deployed across a managed portfolio and licensed to third parties, technology stops being an expense and becomes a recurring revenue stream.
Read insightOperationsThree numbers, weekly: the operating discipline that separates managers
Collections, work orders, and retention, measured every week, are the difference between a passive fee collector and an institutional operator.
Read insightAlignmentPaid on rents collected: aligning a manager with the owner
Tying compensation to rents actually collected rather than billed puts the manager and the owner on the same side of every decision.
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