Project Management for Investors & Lenders
Pre-construction planning through closeout for new construction, rehabs, and renovations. We keep projects on schedule, on budget, and positioned for profitable outcomes.
Who We Help
Real Estate Investors
Keep rehab projects moving and reduce costly delays.
Lender-ready documentation support and consistent progress reporting.
Local oversight, weekly reporting, and contractor accountability so the project stays on target.
Lenders / Capital Partners
Busy Owners & Out-of-Town Clients
How It Works
Book a call (30 minutes)
Submit intake + upload documents
We start with Pre-Kickoff or Recovery Plan
Weekly reporting through closeout
What You Get
Pre-construction planning
Clear scope alignment and milestone schedule
1–2 site visits per week (based on plan)
Weekly progress reporting with photos
Contractor/vendor coordination and accountability
Change order tracking and decision log
Draw documentation support (as required)
Punch list management and closeout support
PM Service Options
Option 1: Pre-Kickoff Planning (Pre-Planning)
Best for: Projects not started yet
Includes:
Scope + budget validation
Baseline schedule + milestone plan
Procurement/lead-time planning
Risk register + decision list
Option 2: Triage + Recovery Plan (Behind Schedule)
Best for: Projects delayed or lender pressure
Includes:
Site assessment + photo report
Root cause + 30–60 day recovery plan
Contractor accountability plan
Priority punch roadmap
Best for: Active projects needing weekly oversight
Includes:
Weekly site visits + reporting
Schedule + scope tracking
CO tracking + approvals workflow
Punch list tracking to closeout
Option 3: Ongoing PM Retainer (Execution)
Draw Documentation Support (If Required)
We support your draw process with milestone-based documentation aligned to a typical 5-draw rehab schedule:
Draw 1: Demo + prep
Draw 2: MEP rough-ins
Draw 3: Drywall
Draw 4: Finishes
Draw 5: Final + punch/turnover
Note: Lender requirements vary; we follow your lender’s checklist
Start Intake + Upload Files
Upload plans, photos, scopes, bids, inspection reports, and lender requirements.
FAQs
Q: Do you handle contractor payments?
A: The owner/investor pays vendors directly. We track progress and recommend payment releases based on verified completion.
Q: How often do you visit the site?
A: Typically 1–2 visits per week depending on project needs and service level.
Q: Do you work with lenders?
A: Yes. We provide consistent reporting and draw documentation support based on the lender’s requirements.
Q: What areas do you serve?
A: MD/DC/VA.
Q: Do you pull permits?
A. No. As a PM, I coordinate permits
(track status, collect docs, schedule inspections).