Skip to main content
SSingle Property ManagementNorth America
High net worth principal portfolio management

Industry

High net worth property management.

Principal investors holding residential real estate as a long horizon allocation. One named portfolio manager. Discreet handling. Reporting calibrated to the principal's review cadence and external advisor circle.

How we work with principal investors

High net worth principals carry residential real estate as part of a long horizon allocation rather than as the principal's main business. Time is the scarcest resource. Discretion matters. Reporting needs to land in front of the principal and the principal's wealth advisor in a form both can act on.

Single's engagement model is built for that requirement. One named portfolio manager owns the residential allocation. The manager coordinates directly with the principal's outside advisor circle. Communications run through whichever channel the principal prefers. Reporting cadence and audience are set by the principal at intake.

What every principal engagement includes

  • One named portfolio manager for the entire residential allocation
  • Discreet information handling protocols
  • Reporting calibrated to the principal's review cadence
  • Coordination with outside wealth advisors, accountants, and counsel
  • Acquisition due diligence support inside our active markets
  • Disposition support with clean operating handover packs
  • Annual asset plan refresh with recommendation memo
  • Standing executive reporting on the engagement cadence

Common questions

Information handling protocols are written into the engagement and applied across the firm. Access is granted on a need to know basis. Communications run through whichever channel the principal prefers.
Yes. Custom templates are ratified at intake and version controlled in the engagement. Most principals run on a quarterly review cycle with annual asset plan refresh.
Yes. The portfolio manager coordinates directly with the principal's wealth advisor, accountant, and counsel on the cadence the principal sets.
Yes. The institutional asset management overlay sits on top of the operating service as the portfolio compounds. New geographies are opened by engagement when an acquisition requires it.

Engagement

Request a principal portfolio briefing.

Tell us about the residential allocation and the advisor circle. Senior portfolio management responds with a discreet briefing memo, typically within one business day.