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S A X O N Y
214-389-7900
Single Family/Build-to-Rent
Multifamily Residential
Commercial
Investment Management

SINGLE FAMILY/BUILD-TO-RENT

Counter Operational Challenges

It takes the right strategy to achieve a competitive advantage in the SFR and BTR space.
With the right approach, operations management paves the way for optimal performance and returns.

EXPERTISE THAT’S AHEAD

Lead the aggressive SFR and BTR landscape with a team who has been involved since the beginning. Since 2015, our team has been crucial in developing the success of both new and experienced clients in the SFR and BTR space. Whether you’re a smaller or larger player now, we know the right tools to increase your operation efficiency and get you to the top of the market.

GAIN A TECHNOLOGICAL ADVANTAGE

The SFR and BTR sectors have been dominating the real estate industry. In a competitive environment, it is crucial to utilize all resources possible to stay ahead. By leveraging new technology and automation, hours spent reporting can be streamlined into a more efficient process.

STREAMLINE PROPERTY ONBOARDING

Our team is no stranger to the often-complicated process of property and portfolio onboarding. When existing technology and data from different systems must be integrated into one source, things can get messy. By leveraging technology and our team, we take the work out of your hands – including complete outsourcing – so you can allocate your time elsewhere.

OPTIMIZE YARDI FOR SFR/BTR

Whether you’re using Yardi’s Single Family Homes Module or the Multifamily Module for your assets, we’re here to help. Leveraging Yardi is a great start to stay ahead in the SFR or BTR sectors, but you must make sure you are optimizing your modules and reporting. Your system setup drives how efficient it will be going forward. Make sure that it’s set-up properly now, so you don’t have extra work on your hands later. By partnering with our Yardi consultants, you’re guaranteed to increase your revenue without sacrificing your time elsewhere.

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MULTIFAMILY RESIDENTIAL

Increase Your Team Efficiency

There’s no bigger hindrance to efficiency than misallotted time.
Take back hours on your team’s schedule with property management support from our team.

REPRIORITIZE LEASING RESPONSIBILITIES

With residents to manage and daily task-lists that account for every hour of the workday, it can be hard to find time to think ahead. Our team of experts can take time consuming operations, so you can focus on day-to-day responsibilities. By reprioritizing your to-do-lists, both your present and future profits remain secure.

SUPPORT PROPERTY ONBOARDING PROCESSES

Complex Yardi property onboarding is a tedious and often lengthy process depending on the size of newly acquired assets. Assure that your new assets are set up and advertised correctly, without having to reallocate time from your schedule. Our consultants offer real-time visibility into property management operations, so you never have to question the progress being made.

ELEVATE PROPERTY MANAGEMENT PROCEDURES

Gain expert insight into your property management procedures. Even if you feel that your assets are performing well, there are always new ways to achieve more success. Our expert consultants evaluate your procedures to provide solutions for weaker processes or to elevate strong operations that are already in place. By optimizing your property management procedures, you ensure smooth operations as your portfolio continues to grow.

ALIGN WITH YARDI’S BEST PRACTICES

Yardi should be easing your workload, not contributing to it. Oftentimes, clients who struggle with Yardi don’t have it set up properly for their needs. That’s where our team comes in. Our experts understand how to lay the proper foundation, simplify your complex property management processes and make Yardi work for you by aligning with best practices.
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COMMERCIAL

Guaranteed Efficiency

Don’t let improper configurations of the Yardi Commercial Suite slow you down.
By assessing and renovating your system setup, your team and portfolio is set up for present and future successes.

CLEAR UP COMPLEXITIES (OF YARDI COMMERCIAL SUITE IMPLEMENTATION)

Unfortunately, the immense capabilities of Yardi’s Commercial Suite often comes with complexities. Between organizing system level data and tying it back into your commercial configuration, as well as a variety of lease types and recoveries, there’s a lot of information to handle. The good news is you don’t have to handle it alone. Make this process efficient with our consultants who ensure your Yardi is configured to streamline your processes.

LAY THE FOUNDATION FOR SUCCESS

A full Yardi Commercial Suite implementation riddled with errors costs time and resources. Rather than having to backtrack later, get it right the first time. Regardless of which legacy system your data is stored in, our team carefully maps out your implementation from its early stages all the way through to your live start on Yardi. Create your foundation for success with our team who takes the time to implement Yardi correctly the first time.

CREATE EXPERTS ON YOUR TEAM

Is your team struggling with the ins and outs of the Yardi Commercial Suite? After all, there is a lot to learn. Dissecting necessary lease information takes a precise eye and is crucial to have input into Yardi correctly. Without the correct verbiage, it is easy for important information to be misinterpreted. Comprehension is also crucial for commercial analytic reporting. Knowing the ins and outs of pulling specific information from Yardi is the difference between an on-time report and a missing report. Not to worry, though. With the right training from our experts, your team can become as efficient as seasoned commercial lease admins.
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Ongoing Support

The completion of training shouldn’t mean you’re left to your own devices. In our ever-changing industry, there is always more to learn to optimize your processes. That’s why our team is here to assist with your challenges every step of the way. Whether you’re implementing Yardi Commercial Suite for the first time, or managing daily processes, we’re here to support your challenges.

SAVE TIME WHERE IT COUNTS

Is setting up Yardi’s recovery reconciliation slowing you down? Without being well-versed in the recovery setup requirements, you risk facing recovery reconciliations audit errors down the road. Make sure that Yardi’s recovery reconciliation automation is saving you time and resources. Our experts can set up this complex system for you, ensuring that you can run an accurate standard recovery reconciliation in just a few clicks.
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INVESTMENT MANAGEMENT

Tailored Investment Transparency

There’s no single solution for managing every investment portfolio. With our client-driven process,
our team crafts custom implementations of the Yardi Investment suite, aligning your unique portfolio with your investment objectives.

EXPERT INVESTMENT ACCOUNTANT TRAINING

A critical piece for successful investor relationships is having the right team with the right knowledge. Our team trains investment accountants to handle the custom nature of investment reporting from day-to-day tasks to quarterly reporting. With the right training, you lay the foundation for the success of your team and therefore, your investments.

CUSTOM REPORTING FOR INVESTORS AND INVESTMENTS

Whether you’re looking for support with investor reporting, investment reporting or both, our team understands how to enhance your existing investment structure and build out necessary custom reports for multiple investment drivers. By bringing your investment management vision to our team, we facilitate the process of configuring Yardi Investment Suite, providing you and your team with deliverables that illustrate complete financial clarity.

EFFICIENT YARDI INVESTMENT MANAGEMENT ONBOARDING

Always be prepared in a constantly changing investment environment when Yardi Investment Suite is configured for your investment needs, not your competitors. We know that investors change entity ownership consistently, which is why having a solid foundation for your onboarding process is the only way to keep investments up to date. Our team takes the time to understand your needs to create a process within Yardi to act as the cornerstone for all your required reporting, providing your investors with the financial security they deserve.

PERSONALIZED SYSTEM-LEVEL CONFIGURATION ASSESSMENT

Reveal the steps you need to take in order to reach your goals. With our team’s assessment and analysis of your Yardi system configuration, we find the gaps in your business processes that limit your performance. We have experts in specific core areas of Yardi that ensure your system is aligned with Yardi’s best practices and is optimized for what you need. Then, we’ll provide you with the directions needed to streamline your processes that your fund accountants complete daily, monthly and quarterly. All of our findings and solutions will be provided to you in an individualized document that you can reference at any time.

INDIVIDUALIZED INVESTMENT MANAGEMENT TRAINING

Generic Yardi training often leads to more questions rather than answers. Investment management is such a custom industry; everyone manages their investments and reports differently. Your time is valuable. Don’t waste it on training that won’t apply to your investment needs. Our team recognizes investment management as a custom process and steps in to provide individualized training, so you have the answers before your investors ask their questions.
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Custom-Made Training Documentation

Don’t worry, we won’t ask you to memorize all of the information we uncover for you. Rather, our experts will create and provide you with custom documentation that you can refer to that includes definitions, step-by-step concepts of investment accounting, individualized instructions that guide you through your Yardi system’s troubleshooting and more. Whether you’re looking for a visual representation such as PowerPoint, a quick-reference guide, or long-form documentation, our experts will design documentation that fits your needs.
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