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Multi-Asset Ownership Group

  • Service: Full Service Commercial Property Management
  • Size: 5 Buildings
  • Asset: Mixed Commercial | High-Rise Residential | Office | Medical | Retail

Overview

This ownership group operates a diversified real estate portfolio consisting of residential, office, and retail buildings. With a long-term investment approach, the focus has been on maintaining asset performance, supporting tenant stability, and ensuring consistent operational standards across multiple properties.

The Opportunity

As the portfolio grew, ownership required a property management partner capable of delivering:

  • Consistent day-to-day operational oversight
  • Tenant management across mixed-use properties
  • Reliable financial reporting and accounting structure
  • Building staff coordination and supervision
  • Ongoing maintenance and contractor management

Managing multiple asset types under one portfolio required a team with both operational depth and hands-on execution.

Our Approach

Custom Realty provided a full-service property management solution, supporting the portfolio across all operational areas:

Tenant Management

Coordinating both residential and commercial tenants to ensure consistent communication and occupancy stability.

Financial Reporting

Delivering clear and organized financial and accounting reports to support ownership decision-making.

Building Operations

Overseeing daily operations to maintain performance across all assets.

Staff Management

Supervising onsite teams and maintaining operational standards.

Maintenance & Vendor Coordination

Managing routine and ongoing maintenance, including coordination with contractors, engineers, and service providers.

Strata & Mixed-Use Oversight

Supporting a strata property with both retail and residential components, ensuring balanced management across uses.

The Result

Through a long-standing relationship spanning nearly three decades, Custom Realty has helped the ownership group:

  • Maintain operational consistency across a diverse portfolio
  • Improve tenant experience and retention
  • Streamline financial reporting and oversight
  • Proactively manage maintenance and capital needs
  • Support long-term asset value and performance

Custom Realty continues to manage key assets within the portfolio, including mixed-use residential and retail buildings.

“We have known Bill Berry, Jolene Foreman, and their team for almost 30 years. Their support has covered tenant management, financial reporting, and daily building operations across our residential, office, and retail properties. We value their services and would confidently recommend Custom Realty to other building owners.”