Management

sar art icon 1Active Management
Real estate is not a passive investment. Learn More >

We believe that real estate is not a passive investment; that it must be actively managed. As a key element of real estate investment management, Asset Management involves the financial and strategic aspects of a real estate investment. When engaged in an Asset Management role, SAR is an active participant in your real estate investments. Working with you, we assess the details, key dates, and performance of each individual asset and develop and execute upon a comprehensive asset management plan for each property.  

SAR Asset Management provides many complimentary services that improve asset values and assist clients in better managing and understanding their real estate investments.

A proper investment strategy and asset management plan is the key to successful investment in real estate. SAR develops specific asset level strategies for each property in our portfolio, including target dates for disposition, lease extension, or replacement financing options.  

In a constantly changing market, this requires the flexibility to adapt the strategy and asset management plan to take advantage of market conditions and opportunities for the preservation of capital.

 

When implemented effectively, leveraging an investment in commercial real estate can provide sufficient advantages. Through strategic alliances with mortgage brokers and lenders alike, SAR is constantly monitoring the commercial securities market for financing or refinancing opportunities.  

We are highly familiar with all real estate financing models and actively work to meet asset level financing objectives based on our clients individual risk parameters and investment objectives. When engaged in an Asset Management role, we also handle all routine and ongoing compliance with existing lenders, including reports, site visits, insurance, and deferred maintenance requests.

 

The ability to access and understand active market data is critical in the planning, monitoring, and execution of any asset level investment strategy.  

SAR uses industry leading research tools and a proprietary analytical platform to conduct active and accurate analysis of a variety of factors influencing real estate investment property. This provides us the ability to stay up to date on the market and make informed decisions through each assets investment cycle.

 

At certain times during an assets' investment cycle it's necessary to review and prepare an option of value and cash flow analysis for use with loan acquisitions, planned asset sales, partnership changes, and overall strategy evaluations.  We do so by analyzing market data and key drivers to establish an estimated fair market value and estimated equity of an investment property.

 

One of the most important, yet often overlooked, responsibilities of investment property ownership is the placement of proper insurance coverage as it is a critical factor in ensuring against capital loss.

Whether the coverage is the responsibility of the landlord or tenant, SAR constantly monitors the existing coverages and ensure a property owners interests are protected.

 

Effective Asset Management requires having the right team in place to handle roles and responsibilities beyond the scope of the asset manager.   This includes brokers, property managers, leasing consultants, attorneys, and other professionals.  

We've developed excellent long term business relationships with various local, regional, and national organizations that enable us to drive value for our clients while preserving the oversight our clients have come to expect from SAR. Although SAR can, and sometimes does, engage ourselves to handle a variety of these outside services, we do so only if the approach serves the best interest of our clients.

 

sar art icon 7stActive Management
Real estate is not a passive investment; it must be actively managed. Learn More

Whether contracted to manage a single or multi-tenant commercial property, an apartment building or residential home, SAR Enterprises provides you and your property the individual attention and service it requires. At SAR, clients' properties receive the same care and attention as their investments. SAR is unique in this regard and places a high priority on property management as part of an active and effective real estate management strategy. 

SAR provides many complimentary property management services tailored to each property, including:  

 

SAR’s dedicated financial personnel actively manage the financial interests of each property for overall profitability. We maintain professional accounting management and reporting systems to continually monitor, thoroughly understand, and improve the performance of any asset.

Our highly trained accounting professionals are experienced in all aspects of property bookkeeping and financial reporting.

 

Effective lease administration is one of the most important functions of commercial real estate ownership and management. A proper understanding of Lessor and Lessee responsibilities is key to ensuring accurate income projections and property preservation.

SAR’s vast experience provides landlords and tenants with effective lease administration, research, and assistance to ensure contract roles are being accurately enforced and executed.

 

The ability to access and understand active market data is critical in the planning, monitoring, and execution of any asset level investment strategy.  

SAR uses industry leading research tools and a proprietary analytical platform to conduct active and accurate analysis of a variety of factors influencing real estate investment property. This provides us the ability to stay up to date on the market and make informed decisions through each assets investment cycle.

 

Professional maintenance of your property is assured. SAR is committed to protecting your real estate investment through regularly scheduled, as well as on-call, maintenance to preserve the value of your asset. We work with our tenants and network of qualified vendors to ensure that your property is maintained properly at all times. All vendors hired are licensed, bonded, and insured and have demonstrated the highest quality work.

While each property has different maintenance requirements, we develop maintenance programs tailored to the needs of each property.

 

At SAR, relationships are long lasting. We provide thoughtful and intelligent wealth and trust management services for our clients and beneficiaries of our clients wealth. These clients share common goal and desire to collaborate with us a thoughtful and strategic partner to manage their wealth, estate, and trust assets.   SAR offers a full range of fiduciary and administrative services, including trust administration, accounting and discretionary decision making services for our clients.

Our principals and managers have extensive experience in the administration of trusts and estates. When we assume investment responsibility for the trusts under our administration we develop a customized investment plan, in accordance with the terms of the trust and the needs and wishes of the beneficiaries. These services are delivered in concert with the client’s legal, tax and other advisors.

One of the most crucial components of a comprehensive wealth management plan is a focus on trust & estate planning. Making sure your estate is distributed according to your intent to provide for your family, other loved ones and cherished causes is best approached as a collaborative effort between clients, their estate planning attorneys, CPAs and other trusted advisors. SAR helps guide this process by coordinating the information shared among the family and their key advisors, and then taking the necessary actions to complete a complex estate plan.

For many SAR clients the ultimate measure of success is how effectively they share their wealth with the world. SAR has had the privilege of helping clients carry out effective philanthropic objectives while advising on legacy strategies that can make a lasting difference, integrate philanthropic goals with estate plans, and coordinate tax advisory services to maximize the benefits of philanthropic efforts to all parties.