Waterton’s portfolio management process begins with the development of a business plan for each property.  The business plan, developed in conjunction with the property operations team, becomes the benchmark for expected operating results.  Waterton closely monitors asset performance and market conditions and adjusts each property's business plan accordingly.  The annual business plans also include the evaluation of individual property improvement plans and potential exit strategies.

Our team will…

• Manage risk to preserve investment values
• Maximize the investment performance of each asset
• Enhance long-term asset values
• Provide real estate tax review
• Analyze third party appraisals
• Perform property valuations
• Construct business plan narratives
• Review property budgets