your business. our solution. peace of mind. shawn mckenna, ceo

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

Upload: leonard-darcy-oneal

Post on 18-Jan-2018

218 views

Category:

Documents


0 download

DESCRIPTION

Asset Management vs. Compliance

TRANSCRIPT

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]