On a broader level, portfolio management services focuses on maximizing the potential of the overall investor portfolios. Tailoring the portfolio strategy for clients' needs and objectives, we specifically emphasize quantifying and understanding leverage, credit quality and diversification risk and implementation of appropriate risk mitigation strategies. Over time and with the addition of assets to a portfolio, market, asset type, tenant and demographic concentrations can skew an investor’s targeted risk to return expectations as set at inception and rebalancing can only be achieved through active portfolio management.

We treat each investor portfolio as a separate going concern. Developing a thorough knowledge of asset level and portfolio wide IRR requirements, cash flows, yields, returns, leverage, working capital and lines of credit is only part of ARH Advisor’s comprehensive portfolio management approach. The group also provides cash flow projections for each asset and creates leverage models to project and continually update the total return on equity. Working with ARH's finance team, we can coordinate all the capital markets and institutional financing efforts for real estate and mortgage loan portfolios under management. ARH’s goal is twofold: to appropriately leverage the portfolios based on the client’s risk and return parameters and to increase internal rates of return. Together with the network of lenders and alternative finance providers with whom ARH has developed relationships, we are able to meet these goals with creativity and innovation.