PortfolioFlex™

Experience unmatched efficiency and cost-effectiveness with our PortfolioFlex™ Transaction Management Services. We handle the entire transaction process seamlessly, ensuring a hassle-free experience from start to finish:

• Collaborate with real estate management and customers to calculate financial budgets.
• Conduct initial meetings to determine needs and requirements.
• Obtain pre-approval from all decision-makers.
• For direct space requirements, initiate meetings and assign to our company broker.
• For new flexible space needs, provide diverse options and manage all delivery services and processes.
• Expertly handle renewals, managing and negotiating pricing.
• Streamline virtual office solutions, providing options and negotiating pricing.
• Draft sign-off sheets for approvers, facilitating review and execution.
• Work closely with Legal, FM, IT, PM, Risk/Treasury, and Insurance on contract details and execution.
• Serve as the company project manager when required.
• Review redlined lease agreements, coordinating with legal on finalizing agreements.
• Coordinate vendor payment setup in Oracle or SAP.
• Abstract agreement details in CoStar.
• Conduct weekly pipeline portfolio review meetings with real estate management and senior executives.
• Create financial models and analytical tools.
• Develop various custom flexible space programs.

Elevate your transaction experience – choose PortfolioFlex™ Transaction Management Services for unparalleled efficiency and substantial cost savings.