10
Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

Embed Size (px)

DESCRIPTION

Asset Management vs. Compliance

Citation preview

Page 1: Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

Your Business. Our Solution. Peace of Mind.Shawn McKenna, CEO

Page 2: Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

Property Management vs. Asset Management

All hands on deck

Page 3: Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

Asset Management vs. Compliance

Page 4: Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

• Concept• Underwriting• Closing

Pipeline Management

• Construction• Lease-Up

Stabilization

• Asset Management• Compliance• Disposition

Monitoring

Page 5: Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO
Page 6: Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

Information• Physical and Operational Inspections• Current and Historical Operating

Results

• Audited Financials• Compliance with Regulatory

Requirements– Income limits– Population Composition

• Adherence to Partnership Agreements and loan covenants

• Servicing Historical Information

Page 7: Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

AnalysisThis is where you need to verify the information you just collected!

• Risk Engine• Peer Comparisons• Spreadsheet models

for risk analysis and reconciliation

Page 8: Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

Actions• Identification and approval of funding requirements

– Annual Budgets – Reserve Releases– Performance Goals

• Notices of non-compliance• Mitigation planning• Troubled Assets

– Workouts– Restructures

Page 9: Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

Optimal Portfolio

• Governance and Mission• Information Gathering and Sharing

– Clear, Accountable Lines of Communication between parties– Timely Valid Data

• Analysis– Risk Scoring – Identification of Troubled Assets

• Action– Collaboration with All Stakeholders – Organizationally Driven Success Metrics and Rewards

Page 10: Your Business. Our Solution. Peace of Mind. Shawn McKenna, CEO

Thank you!Contact Information:Shawn McKenna, CEO and PresidentPhone: (303) 663-2431Email: [email protected]