From Property Acquisition to Portfolio Performance

Residential Property Management · Commercial Property Management · Portfolio Reporting · Asset Oversight

Beryl CRE Investment Advisers Corporation is a small boutique firm in the Headquarters in Lake Mary, Florida Property Management Services Marketplace. At Beryl CRE Investment Advisers Corporation, we are committed to providing the value-added services which make your property operate more efficiently and effectively, with special attention to the bottom line. As a property manager in Florida, it is imperative that we have a clear understanding of what the owner wants to achieve. By clarifying these goals, it makes it easier for us to implement a plan, in order to achieve these goals.

A. Residential property management services

Single-family rentals, condominiums, townhomes, and multifamily residential properties, subject to the scope of each engagement.

Service category | Itemized services

Property onboarding

Property profile, owner authorization, condition report, key and access inventory, vendor records, operating budget

Leasing administration

Marketing coordination, inquiries, showing coordination, application workflow, lease preparation or administration as authorized

Tenant administration

Move-in coordination, tenant records, notices, lease-expiration tracking, renewal workflow

Rent and receivables

Rent ledger, payment tracking, delinquency reports, deposit accounting, owner disbursement reconciliation

Maintenance

Work orders, repair coordination, preventive maintenance, emergency escalation, vendor scheduling

Inspections

Move-in and move-out inspections, periodic condition reviews, photo documentation, follow-up tracking

Financial administration

Monthly income and expense reporting, budget-versus-actual tracking, invoice coding, property-level cash-flow reporting

Compliance support

License and inspection calendars, insurance tracking, document retention, lease and notice workflow support

Owner relations

Owner statements, property performance reviews, approvals for major expenses, portfolio review meetings

B. Commercial property management services

Office, retail, industrial, flex, warehouse, mixed-use, and other commercial properties, subject to the applicable agreement and property requirements.

Service category | Itemized services

Asset onboarding

Property data, rent roll, lease abstracts, tenant contacts, service contracts, operating history, capital plans

Lease administration

Lease abstracts, rent escalations, options, renewals, critical dates, tenant obligations, expiration reports

Tenant relations

Tenant communications, service requests, move-in/out coordination, tenant retention workflow

Rent and recoveries

Base rent tracking, CAM and operating-expense recovery support, reconciliation schedules, arrears reporting

Property operations

Building inspections, janitorial and security coordination, landscaping, utilities, life-safety service coordination

Maintenance and capital work

Preventive maintenance schedules, work orders, capital expenditure requests, contractor bids, project tracking

Vendor management

Vendor onboarding, insurance certificate tracking, contract register, purchase orders, invoice approval workflows

Budgeting and forecasting

Annual operating budgets, cash-flow forecasts, variance analysis, reserve planning, capital expenditure budgets

Financial reporting

Monthly operating statements, NOI tracking, accounts payable/receivable oversight, tenant delinquency reports

Risk and compliance

Insurance renewals, inspection schedules, permit and contract calendars, incident records, document retention

Owner reporting

Monthly management reports, property dashboards, portfolio summaries, material issue escalations

Leasing support

Vacancy tracking, broker coordination, leasing pipeline reports, tenant improvement and turnover coordination

C. Portfolio-level services

For investors with multiple properties, Beryl CRE could offer centralized oversight across the portfolio:

• Consolidated property and ownership records.
• Portfolio rent rolls and lease-expiration calendars.
• Consolidated income, expense, NOI, and budget reports.
• Property-by-property performance comparisons.
• Capital expenditure and reserve tracking.
• Debt maturity, insurance renewal, and tax-calendar reminders.
• Occupancy, vacancy, delinquency, and maintenance dashboards.
• Vendor and contract registers.
• Monthly owner reporting and quarterly portfolio review packages.
• Annual operating plans and property improvement priorities.

Important operating distinction: Beryl CRE Investment Advisers Corporation function as Property management and investment asset management overlap but are not identical. Day-to-day Beryl CRE property management team handles leases, tenants, maintenance, and operating administration. Berly CRE Asset management team focuses on investment strategy, capital allocation, business plans, performance targets, refinancing analysis, and disposition planning. The agreement should clearly define which services Beryl CRE is actually engaged to perform.

Your next step

Contact Beryl CRE to request an introductory conversation about our Residential Property Management, Commercial Property Management, Portfolio Reporting amd Asset Oversight Services.

Beryl CRE Investment Advisers Corporation

1540 International Pkwy, Suite 2000, Lake Mary, FL 32746

Office: (407) 289-2740

Fax: (407) 289-2741