Asset Management

SREG provides a full-service Real Estate Asset Management solution to manage critical financial tasks including Accounting Services, Lease Administration, and Financial Analysis. With state-of-the-art reporting and system-wide transparency into all facets of the business, SREG meets all of the property’s financial needs to ensure maximum efficiency, accuracy and productivity.

Services Overview



Provide complete and thorough accounting services using the Yardi Systems platform. Continual internal review and analysis of financial statement activity including evaluation of amortization schedules, tax audits and expense reconciliations.

CAM Reconciliations

Annual CAM, operating expense and property tax reconciliations completed, invoicing and corresponding with tenants to adjust recurring charges.

Accounts Payable

Use of AvidXChange for streamlined centralized vendor payments utilizing trust account for timely and accurate processing all while maintaining awareness of cash management


Zero-based annual preparation of property budget including income, expenses and capital items. Reports include variance analysis as well as cash flow, financial statements and receivable analysis.


Thorough quarterly review of property Budget, forecasting income, expenses and capital items

Lease Administration

Complete record and maintenance of lease records and abstracts, evaluation of charge and payment schedules

Accounts Receivable

Thorough and attentive collections controls to ensure proper tenant billings and payments collected. Our group answers questions for tenants and resolves disputes, all while maintaining a positive relationship.

Cotenancy Analysis

Property analysis reviewing all cotenancy requirements at a center, assigning risk levels and assessing exposure updated monthly to keep clients aware of risks associated with these

Financial Reporting

Monthly financial reporting to meet each client’s needs, including Executive Narrative, Key Performance Indicators represented visually on property floor plans, rent roll, financial statements, and all supporting details

Asset Management

Property valuations, investment and financial engineering, market positioning strategy