Heritage Realty Services, LLC’s property operations and management group is responsible for the day to day management of our assets and meeting long and short term goals of the assets under management.
Reporting, Accounting and Budgeting
- Full financial reporting in accordance with a proprietary computer based system/program set up by one of the premier public accounting firms specializing in real estate assets
- Financial reporting to meet the needs of financial institutions
- Financial reporting to meet the needs of owners
- All financial reporting is subject to yearly audit by a public accounting firm
- Annual Operating Budgets
- Annual Capital Improvement Budgets
- Reserve Funds
- Loan Administration
Property Operations
- Dedicated and well trained staff
- Property inspections and operations reports
- Quick and efficient response to tenant needs
- Exceptionally high tenant-retention rate
- In-house design (CAD)
- In-house LEED
- Tenant visitations and quality control programs
- Annual review of all operations, vendors and operating and capital improvement budgets
- Vendor contract administration
- Lease administration
- Building services administration and management
- Property liability and Insurance review and management
- Implementing and supporting life safety programs
- Working with and coordinating our extensive list of resources, vendors and partners
Heritage Realty Services, LLC places great importance on the success of its properties, tenants and operates with full transparency to high standards and in accordance to the company’s code of ethics.
“The Heritage Management process is an intense and transformational program that is marked by achievement for the long term – protecting and enhancing the asset and providing a World Class working environment for the financial success of the property and our Tenants.”- George T. Constantin, Founder