PerspectiveXAdvisors

Services

Five disciplines. One integrated view.

Each service stands on its own, and most clients use more than one. Engage us for a single transaction, a defined project or as an ongoing extension of your team.

Outsourced CFO & Controller

We run the finance function for real estate owners, investment partnerships and growing private companies, from monthly close to lender- and investor-ready reporting.

  • Financial reporting
  • Accounting oversight
  • Budgeting and forecasting
  • Cash flow management
  • Financial operations and controls
  • Lender and investor reporting

Typical deliverables: monthly financial package, annual budget, rolling and 13-week cash forecasts

Real Estate Asset Management

Property-level financial oversight and portfolio reporting that keeps owners, partners and lenders informed and assets performing.

  • Property financial oversight
  • Portfolio reporting
  • Operating performance and NOI
  • Capital planning
  • Investor reporting and distributions
  • Hold, sell or refinance analysis

Typical deliverables: portfolio performance report, asset business plans, capital plan, quarterly investor reports

Real Estate Investment Advisory

Independent analysis and investment strategy for investors and partnerships buying, selling, developing or recapitalizing real estate.

  • Acquisition and disposition analysis
  • Underwriting and modeling
  • Due diligence
  • Capital structure
  • Development feasibility
  • Investment strategy

Typical deliverables: investment model, investment memo, diligence tracker, lender and partner package

Family Office Services

Financial oversight and reporting for families whose real estate, operating businesses and investments are held across multiple entities.

  • Consolidated reporting
  • Entity oversight and compliance calendars
  • Cash and liquidity management
  • Real estate holdings oversight
  • Opportunity review
  • Coordination with attorneys, accountants and wealth managers

Typical deliverables: consolidated family report, entity calendar, cash and liquidity forecast

Strategic Business Advisory

Business planning, operational improvement and financial systems for privately held companies and entrepreneurs.

  • Financial infrastructure
  • Operational improvement
  • Business planning
  • Growth strategy
  • Capital readiness

Typical deliverables: business plan and model, operating dashboard, capital readiness package

Not sure which service fits?

Most engagements begin with a conversation about your reporting, your portfolio or your next deal.

Schedule a consultation