Pricing And Engagement Terms
Percentage of effective collections aligns the manager with the owner. Capped leasing fees protect the engagement. Audit ready reporting holds the whole arrangement to account.
Pricing methodology
Aligned
Percentage of effective collections, never gross rent roll. Managers earn more when collections improve.
Capped
Leasing fees capped at the engagement level. No incentive to churn tenants for fee velocity.
Documented
Reporting line items defined at signing. Every package is legible at the owner and lender level.
Engagement tiers
Each tier sets the cadence, governance, and fee structure appropriate to the asset profile. Custom mandates are documented in the master services agreement.
Single Asset
From 5%
of effective collections
Monthly billing, quarterly review
For owners with a single institutional grade asset who want the same accountable manager from intake through every renewal. Full service property management with documented reporting.
Portfolio
Custom
by portfolio size
Tiered pricing, quarterly review
For family offices and asset holders with multi asset portfolios. One manager per portfolio, consolidated reporting, and dedicated leasing pipeline tuned to portfolio targets.
Institutional
Negotiated
mandate
Annual mandate, board level review
For institutional asset holders requiring board level governance, IRR aware reporting, and audit ready file integrity. Mandated terms negotiated against the asset management agreement.
What is included
| Inclusion | Single Asset Boutique Mandate | Portfolio Continuity Mandate | Institutional Asset Manager Overlay |
|---|---|---|---|
| Named manager | One manager, single asset | One manager per portfolio | Dedicated team plus principal |
| Reporting cadence | Monthly package | Monthly plus consolidated quarterly | Board level quarterly |
| Leasing fee structure | Standard per lease | Capped, volume tiered | Negotiated against mandate |
| Owner review cadence | Quarterly | Quarterly with capex planning | Operating committee participation |
| Audit and lender file readiness | Standard | Standard | Documented mandate level |
| KPI dictionary | Default | Default | Custom, negotiated at signing |
| Minimum engagement | Single asset | Five assets typical | Annual mandate |
Operational standards
Errors and omissions insurance
Documented coverage on every engagement.
NARPM and IREM credentialed
Senior portfolio managers hold institutional designations.
Audit ready financials
Reporting structured for owner and lender review.
North American coverage
Family office and institutional portfolios in the United States and Canada.
Capped leasing fees were the structural change. Renewals are aligned because the manager does not have an incentive to churn tenants. Our retention numbers reflect that.
Family Office Portfolio. British Columbia.
Nine assets under continuity mandate.
Questions
Percentage of effective collections aligns the manager with the owner. We earn more when occupancy and rent collection improve, less when they slip. Flat fees do not.
Standard leasing engagements use a documented per signed lease fee or a percentage of first year rent, capped at the agreement level. Portfolio mandates negotiate caps and volume tiers at signing.
Yes. Every monthly package contains the same line items in the same order. Owners can compare across periods without translation, and auditors can step in without reformatting.
Single Property Management serves family offices and institutional asset holders. Portfolios outside that profile are referred to the appropriate operating partner.
There is no formal minimum. The boutique mandate accommodates single asset engagements. Portfolio pricing tiers begin at five assets.
Senior portfolio management responds in writing within five business days with engagement structure, fee terms, and the reporting cadence proposed for the portfolio.
Engagement
Single PM responds in writing within five business days with engagement structure, fee terms, and reporting cadence.