Asset Management

Asset management appraisals support portfolio decisions: rebalancing, hold-vs-sell analysis, performance reporting, fund NAV calculations, fiduciary reporting, and lender or investor compliance. Trustees, family offices, REITs, fund managers, and high-net-worth individuals use them to maintain accurate, current values for the real estate in their portfolios.

Frequency depends on the use case. Fund managers often appraise on a quarterly or annual cycle. Family offices and HNW individuals typically appraise every 1–3 years unless significant market changes warrant more frequent updates. Trustees and fiduciaries may have specific frequency requirements under the trust document or applicable law. We can structure a recurring appraisal program at agreed intervals.

Yes. We routinely handle multi-property portfolios for asset managers, including single-family rentals, small multifamily, and mixed portfolios. Per-property costs decrease for larger engagements, and we can deliver values on a coordinated timeline. For very large portfolios, we can also support broker price opinions (BPOs) for lower-tier properties and full appraisals for material ones.

It depends on the use. Internal portfolio monitoring may use a streamlined report. Lender compliance, fund NAV reporting, or fiduciary documentation often require full USPAP reports with comp grids and narrative support. We scope the appraisal level to your use case to keep costs aligned with what’s actually needed.

Yes. We perform retrospective appraisals for historical reporting periods — useful for closing prior-period NAV calculations, restating performance reports, or reconciling fund accounting. The methodology relies on data available at the historical date and produces a defensible value as of that date.