Advisory Services

Through our fractional leadership model, we provide expert-level asset management, marketing and transaction 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

Marketing Solutions

Custom marketing deliverables for real estate professionals who want to stand out.

We create polished, custom marketing materials for real estate professionals that elevate your brand and support your investment goals. From market analysis write-ups to full redesigns and professionally formatted graphics, we ensure your materials are investor-ready and visually compelling. 

  • Custom marketing deliverables including:

    • Fund Offering Memorandums/Pitch Decks

    • Property Offering Memorandums

    • Property Broker Opinion of Value

    • Marketing material redesigns

    • Tear sheets

    • Other marketing materials, as desired

  • Property and market analysis write-ups

  • Professional formatting and graphic designs for a polished look

Request a Proposal.

payton@harborsouthholdings.com
941.468.2822