Do administration fees cover accounting and case-management workload?
Assess recurring administration fees against transaction volume, accounting effort, owner communication, maintenance cases and staff capacity for each property portfolio.
Are service-charge balances and property records complete?
Audit mandates, powers, service-charge accounts, tenant and owner records, payment controls, software, keys, contractor obligations and unresolved disputes.
Which portfolios depend on one manager or the current owner?
Incomplete records, unreconciled funds, unprofitable legacy mandates and reliance on one portfolio manager can create substantial remediation work.
What must be reconciled before each property file changes hands?
Use a portfolio checklist for balances, documents, deadlines, keys, open works, disputes and introductions to owners and tenants.