Automating CRE Processes: How to Accurately Budget and Manage Property Performance in 2020

It's once again time to start preparing for year-end as well as the year ahead. Delivering year-end investor statements, reconciling actual versus budget, preparing next year's operating budget, and delivering K-1's needs to be done in the next few months. These tasks can take weeks or even months to complete.

Do you have the data and workflows in place to make data-driven decisions? Have you considered a cost segregation strategy to improve cash flow and create tax benefits?

Fill out the form for a panel discussion with Ron Rossi and Yonah Weiss. You will learn about ways to improve property performance, create efficiencies, drive cash flow in your business, and leverage technology in 2020.

Our discussion highlights:

• How to improve cash flow through cost segregation
• How to reconcile actual vs. budget revenue and expenses (in real-time!)
• How to prepare an accurate budget for 2020
• Ways technology and software integrations can help to:
  • Automate the budgeting process
  • Analyze and manage data
  • Facilitate a strategic plan for the firm
  • Securely deliver investor statements and K-1's