Portfolio / Asset Evaluation & Management

Collateral and/or assets are evaluated from an operational and financial perspective, both individually as well as collectively within a portfolio. This provides unique insight and information as how to best optimize the potential recovery. Based on our client's priorities, we provide management strategies to financial institutions, which allow them the ability to make sound executive level decisions based on their respective operational and fiscal priorities. Our portfolio and asset evaluations can include any combination of the following elements:

  • Surety Bond Analysis, Risk Assessment and Strategy Recommendations
  • Physical Condition of Collateral Analysis
  • Identification of Immediate Threats to Asset Value and Preservation of Value
  • Land Improvement Cost-to-Complete Formulation, Analysis and Reconciliation
  • Vertical Construction Cost-to-Complete Formulation, Analysis and Reconciliation
  • Loan Draw Inspection Services