Windsor at Main Place, Santa Ana, CA
The Portfolio and Asset Management team works closely with the GID Acquisitions, Operations, Finance and Legal departments as it oversees the GID wholly-owned portfolio and the various Co-Investment Fund portfolios, as well as the individual properties in these portfolios.
Portfolio managers and analysts work as a team on their respective portfolios and properties, executing their portfolio and asset management responsibilities. The Group’s capabilities are described below:
Portfolio Management
- Portfolio oversight of GID’s wholly-owned and Co-Investment Fund portfolios
- Development and execution of portfolio investment plans, including:
- Acquisition strategy
- Leverage strategy
- Hold/sell/renovate analysis and strategy
- Liaison with Fund Co-Investment partners
- Compliance monitoring of Co-Investment Fund operating agreements
- Financial, performance, and valuation reporting
Acquisitions Support
- Transition of new acquisitions to GID Property Management
Asset Management
- Strategic planning and hold/sell/reposition analysis for each property
- Coordination of property marketing and disposition
- Commercial leasing within GID’s office and industrial/flex portfolio, and commercial /retail space within multifamily properties
- Oversight of third-party property managers (where applicable)
- Real estate tax management
Market Research
- Evaluation/distribution of market research from independent national data providers (Moody’s Analytics, CBRE Econometric Advisors, CoStar and Real Capital Analytics, and regionally-focused research firms)
- Membership in real estate organizations and management of subscriptions and investment research resources
- Publication of quarterly multifamily outlook and periodic strategy reports for internal/partner use
- Investment market assessment for GID Property Management and GID Acquisitions