ASSET MANAGEMENT SERVICES PROVIDED BY LEXIS ADVISORS

Lexis Advisors Group provides Asset Management Services to Owners of the following Assets/Investments:

• Apartment Buildings
• Student Housing Complexes
• Office & Commercial Buildings
• Small Strip Malls/Community Shopping Centers
• Franchised Hotels
• Independent Hotels
• Inns
• Resorts
• Mixed Use Properties
• Raw Land
• Operating Businesses in Multiple Industries

OTHER SERVICES PROVIDED BY LEXIS ADVISORS

In addition to improving the performance and profitability of the Investments by maintaining a strong oversight of Service Providers on behalf of the Owners/Investors, Lexis Advisors also provide:

• Acquisition
• Disposition, and
• Financing Services when needed.

Please click on the Tabs at the Top of this page to view details of the Services provided for each Asset Type.

Real Estate Asset Management Services

Lexis Advisors Group provides the following Real Estate Asset Management services to Owners of Apartment Buildings, Student Housing Complexes, Office and Commercial Buildings, Small Strip Malls/Community Shopping Centers, and Raw Land:

• Evaluation of existing property managers and leasing agents. Renegotiation of contract terms or selection of new qualified managers and agents if necessary.
• Evaluation of current and future market conditions, creation of marketing and positioning plans for the property with medium and long-term goals.
• Evaluation of each property’s current expenditures and imposition of strict controls with an approval process.
• Monitoring of Competitive Properties in the market with quick adaptation to shifts in market trends to preserve and gain valued tenants.
• Institution of a daily, weekly and monthly performance monitoring system.
• Periodic visits to Property.
• Management of major repairs, construction, and renovation projects.
• Management of Lending relationships.
• Management of the Refinancing process. Click here to learn more about Financing services.
• Management of major expenses such as property & liability insurance, property taxes, security and IT services.
• Management of cash flow and bank accounts, legal and statutory relationships, coordination of tax reporting.
• Special handling of problem properties including workout.
• Transferring excess funds to Owner.
• Timely and regular reporting.
• Disposition of Property when Owner decides timing is right. Click here to learn more about Disposition services.
• Management of the Complete Acquisition process of New Properties. Click here to learn more about Acquisition services.

By devoting its full attention to the portfolios of a select few clients, Lexis Advisors Group is able to get deeply involved with the management and performance of its Clients’ Real Estate Properties, correct their positioning in the market, cut their expenses where appropriate, and boost their revenues.

Unlike many large institutions, Lexis’ extensive knowledge of the Real Estate Industry Operations, its turn around expertise, and its close and continuous monitoring of how the Assets are being managed, constitute the basis of its success.

Hotel Asset Management Services

Lexis Advisors Group provides the following Hotel Asset Management services to Owners of Franchised and Independent Hotels, Inns, Resorts, including Mixed Use Properties:

• Evaluation of existing Management Company’s performance and Hotel’s senior staff. Renegotiation of contract terms or selection and hiring of new Management Company with Owner’s Approval.
• Evaluation of current and future market conditions, creation of marketing and positioning plans for Hotel in accordance with Owner’s medium and long-term goals.
• Monitoring of Competitive Hotels in the market with quick adaptation to shifts in market trends to preserve and gain market share.
• Creation and implementation of aggressive Internet and IT related marketing initiatives to boost Revenues, while tapping Franchise Company’s supporting services.
• Evaluation of Hotel’s current expenditures levels. Reduction of labor costs and other variable costs to an optimum level commensurate with the appropriate level of activity while boosting staff morale and quality of service. Imposition of strict controls with an approval process.
• Institution of a daily, weekly and monthly performance monitoring system.
• Creation of performance-based Incentive Schemes for Hotel’s executive staff to boost NOI (Net Operating Income) and build loyalty.
• Periodic visits to Property.
• Management of major repairs, soft and hard goods replacement, construction and renovation projects.
• Management of Hotel’s Franchise Company relations.
• Management of Lending relationships.
• Management of the Refinancing process. Click here to learn more about Financing services.
• Management of annual major expenses such as property and liability insurance, property taxes, and, information technology IT upgrades.
• Management of the conversion of accounting systems to fully integrated applications. Implementation of Yield Management systems to boost Hotel revenues and minimize displacement of higher-rated business.
• Management of cash flow and banking relationships, legal and statutory relationships, and coordination of tax reporting.
• Special handling of Distressed Hotel situations including workout.
• Transferring excess funds to Owner.
• Timely and regular reporting.
• Disposition of Hotel when Owner decides timing is right. Click here to learn more about Disposition services.
• Management of the Complete Acquisition process of New Hotels. Click here to learn more about Acquisition services.

By devoting its full attention to the portfolios of a select few clients, Lexis Advisors Group is able to get deeply involved with the management and performance of its Clients’ Hotels, correct their positioning in the market, cut expenses where appropriate, and boost their revenues.

Unlike many large institutions, Lexis’ extensive knowledge of the Hospitality Industry Operations, its turn around expertise, and its close and continuous monitoring of how the Assets are being managed, constitute the basis of its success.

ASSET MANAGEMENT SERVICES OF OPERATING BUSINESSES

Lexis Advisors Group provides the following Asset Management services to Owners of Operating Businesses:

• Evaluation of the Business Executive Management Team, supporting staff, organization, in addition to the strategy and selection methods of hiring of new members.
• Evaluation of existing products or services, market positioning, marketing and sales’ efforts, market penetration and pricing methods.
• Evaluation of current and future market conditions as well as the Business competitive set.
• Evaluation of Procurement systems and methods.
• Evaluation of cost of sales ratios, labor cost control methods and overall efficiency and profitability.
• Creation of Strategic, Operational, and Marketing plans for the Business in accordance with the owner’s medium and long-term goals.
• Monitoring of “Competitive Businesses” in the market with quick adaptation to shifts in market trends to preserve and gain market share.
• Reduction of labor costs and other variable costs to an optimum level commensurate with the appropriate level of activity while boosting staff morale and quality of service.
• Imposition of strict control over disbursements with an approval process.
• Institution of a daily, weekly and monthly performance monitoring system.
• Creation of performance-based “Incentive Schemes” for the executive staff to boost NOI (Net Operating Income) and build loyalty.
• Periodic visits to Business headquarters and manufacturing centers.
• Management of major capital expenditures and new product launches.
• Management of Lending relationships.
• Management of the Refinancing process. Click here to learn more about Financing services.
• Management of annual major expenses such as property and liability insurance, property taxes, and, information technology “IT” upgrades.
• Management of the conversion of accounting systems to fully integrated applications.
• Management of cash flow and banking relationships, legal and statutory relationships, accounting and coordination of tax reporting.
• Special handling of “Distressed Business” situations including workout.
• Transferring excess funds to Owner.
• Timely and regular reporting.
• Disposition of Business when Owner decides timing is right. Click here to learn more about Disposition service.
• Management of the Complete Acquisition process of New Operating Businesses. Click here to learn more about Acquisition service.

By devoting its full attention to the portfolios of a select few clients, Lexis Advisors Group is able to get deeply involved in the management and performance of their clients’ Operating Businesses, capture market share and cut unnecessary expenses where appropriate, and boost revenues.

Unlike many large institutions, Lexis’ extensive knowledge of the operations of several Industries, including Banking, Healthcare, and other services, its turn around expertise, and its close and continuous monitoring of how the Business Operations are being managed, constitute the basis of its success.

Acquisition Services

Lexis Advisors and its Management have extensive experience in the Acquisition process and have executed many Acquisition transactions involving Real Estate & Hospitality Properties. As such, they fully understand and appreciate the complexities and challenges an Owner faces when Acquiring a Property identified by a Broker or Seller.

Upon receiving an Acquisition Mandate from an Investor, Lexis:

• Develops an Investment Strategy that is agreeable to the Investor
• Communicates the Investment Criteria to several respected Brokerage Firms
• Evaluates Properties presented by Brokers to determine whether they meet Owner’s expectations, add diversification and stability to the Owner’s existing asset base.
• Recommends a Reduced Acquisition Price to be Offered to Seller

To this regard, Lexis, as Owner Representative, oversees the due diligence, legal, and other acquisition related processes to ensure the Subject property:

• Meets the investment and risk criteria set by the Owner
• Is acquired at the best possible price, while always acting with integrity and with the highest ethical standards.

Disposition Services

There are quite a number of Investors who wish to sell their properties or businesses at the best attainable price without liquidating them in a fire sale environment.

Lexis Advisors Group specializes in developing and executing disposition strategies for Real Estate, Hotels and other Operating Businesses whether as portfolio transactions, or as single asset assignments.

Maximum Asset Value is achieved for clients by:

• A thorough underwriting of the subject property or asset;
• Selection of the proper marketing channels to ensure full exposure to prospective purchasers;
• Monitoring the timely and complete execution of all the action steps agreed upon with the marketers; and,
• The creation of a bidding environment to promote competition among interested parties.

As Owner Representative, Lexis:

• Oversees all activities relating to the disposition process
• Evaluates each and every submitted offer
• Recommends counter offers to maximize value
• Coordinates with Buyer, Lender, and all other involved parties during the Buyer’s due diligence process
• Attends the Closing to help resolve any complicated issue that customarily may arise, looking out for the Investor/Owner’s best interests.

Lexis’ goal remains to obtain the best possible price for your investment — always acting with integrity and with the highest ethical standards.

Upon asset disposition, Lexis transfers the bulk of the net sales cash proceeds to the Owner after allowing for Taxation and other liabilities, and coordinates with lawyers and accountants to complete a final liquidation of the legal entities related to the Asset. Any cash residue is sent back to the Owner as a Final Settlement.

Financing Services

Lexis Advisors and its Management have extensive knowledge and experience in the Financing process and have executed many Financing transactions involving Real Estate, Hospitality, & Operating Businesses.

Whether your financing needs are for Acquisition Finance, Bridge Loan, Construction Finance, Development, Joint Venture Equity, Mezzanine Debt, or Permanent Finance, Lexis will deliver to you the best possible loan terms and outcomes.

As such, Lexis fully understands and appreciates the complexities and challenges an Owner/Investor faces when Renewing or Replacing an existing Loan, or considering New Finance.

Upon receiving a Financing Mandate from a Property/Business Owner, Lexis:

• Develops a Financing Strategy that meets the needs of the Investor
• Communicates the Financing Criteria to several respected and specialized Lending Institutions and Brokerage Firms
• Evaluates each and every relevant Financing Offer and Term Sheet presented by the above Financing Sources to determine the best one that meets the Approved Criteria
• Negotiates Changes in the Loan Offers on behalf of the Investor/Owner to minimize Loan Risk and reduce overall financing Cost
• Oversees, as Owner Representative, the due diligence, legal, and all financing steps and processes to ensure the selected Loan meets the Financing and Risk criteria set by the Investor/Owner
• Attends the Loan Closing Process to help resolve any complicated issue that customarily may arise looking out for the Investor/Owner’s best interests

Lexis’ goal remains to obtain the best possible pricing and deal structure for your investment—no matter the Asset or Property type, always acting with integrity and with the highest ethical standards.