Advisory Services

Through our fractional leadership model, we provide expert-level asset management and brokerage services on a part-time or project-specific basis. This flexible solution offers high-quality guidance and deliverables without the cost of a full-time executive/employee, making it ideal for small to medium companies looking to scale efficiently.

Asset Management

Elevating the Bottom Line

Harbor South Holdings specializes in optimizing multifamily investments to achieve business plan goals, maximize economic occupancy, and long-term value creation. Our focus areas include financial performance, operational efficiency, strategic decision-making, and stakeholder relationship management—ensuring your assets deliver strong returns and align with your business plan.

Areas of Expertise:

  • Monthly financial performance reviews

  • Budget tracking, variance analysis, and expense management

  • Annual budget planning and process oversight

  • Quarterly asset performance reporting

  • In-person quarterly property visits

  • Service contract evaluations

  • Real-time rate analysis and recommendations

  • Strategy calls with property management

  • Third-party property management oversight

  • Annual Broker’s Opinion of Value (BOV) procurement

  • Loan monitoring and lender compliance management

Other services offered:

  • Manage disposition process for a property or portfolio of properties

  • Review performance and create a plan of action for underperforming properties

  • Evaluate a potential property management change and provide guidance through the process

  • Construction management services

Broker Solutions

Let us handle the details so you can focus on closing more deals with confidence.

At Harbor South Holdings, we streamline the sales process for brokers by providing comprehensive transaction management and disposition services, along with tailored marketing support on a part-time or project specific basis. Our expertise ensures that your deals get the attention they deserve from the initial client outreach, marketing process, all the way to the closing table.

Marketing Services:

  • Custom marketing deliverables (OM, BOV, etc.)

  • Property and market analysis write-ups

  • Rent roll and expense analysis

  • Sale and lease comparables research

  • Investment highlights and deal story crafting

  • Professional formatting and graphics for a polished look

Transaction Services:

  • Financial modeling and underwriting of multifamily assets via new construction, acquisition and/or disposition scenarios

  • Comprehensive transaction management

  • Organization of due diligence documents for buyers

  • Compilation of property financials (T12, rent rolls, tax records, etc.)

  • Review and organization of leases and tenant information

  • Assistance in gathering third-party reports (environmental, surveys, etc.)

  • Data room setup and management for easy buyer access

  • Coordination with property management and buyer for necessary documentation, third-party site visits and property tours

  • Review of closing documents, prorations and any other necessary items

Request a Proposal.

payton@harborsouthholdings.com
941.468.2822