integrated solutions

 

“The detailed information provided on the operational functions and day to day management of the business cannot be faulted." Graeme MacLaren
Testimonial

Integrated solutions.

Northern Road provides a fully integrated investment management solution.
Through the establishment and ongoing operational management of the investment, including the management of property managers, development and execution of the investment strategy as well as the identification of value add strategies to maximise the returns to its clients and the performance of its funds.
The solutions provided by Northern Road include:
Operational Management
  • Managing external property and building managers
  • Implementing asset strategies, including Leasing plans, refurbishments and development opportunities
  • Monthly asset management and project control group (PCG) meetings to review the asset and development performance to budgets, targets and delivery to the agreed timetables and modelling assumptions.
  • Reviewing and advising on acquisition and disposal opportunities to maximise investor returns.
  • Engaging leasing ans sales professionals to ensure the Investment strategy is delivered.
 
Facilities Management
  • Provide advisory services to offer advice or an integrated service to help drive the performance and value of the property portfolio, with a wealth of experience in the public and private sectors
  • Northern Road integrates its business disciplines around risk, cost management, contract management, scheduling, planning and project management to deliver a comprehensive and consolidated service to clients
  • Delivery modelling, aligned to business objectives, operational planning and procurement management
  • Northern Road can assist with the ‘big-picture’ approach to facilitating a Fund’s 3, 5 and 10-year business objectives. Including property management (i.e. acquisition, development, transactional management and disposal), project management (i.e. capital investment plans, life-cycle analysis and modelling, fit-outs), risk management, value management, FM (i.e. strategic modelling and advice, procurement, mobilisation, performance management and operations management)
 
Financial Management
  • Provide the Fund and Property accounting, these services include:
  • Monthly, management and financial
  • Investment property reconciliation
  • Monthly, YTD and Forecast reporting to budget with variance commentary
  • Quarterly, performance reporting, banking compliance covenants, BAS
  • Annual statutory reporting, and development of the Annual Report.
  • External audit management
  • Overseeing property valuation process and engagement
  • Monthly property management meetings with the outsourced property managers to manage variance reporting and forecasts
  • Annual Budget preparation working with outsourced service providers
  • Unit registry management, distribution calculations, year end Tax statements
Compliance
  • Manage the compliance plan reporting for the Fund
  • Risk register, risk matrix for the Fund
  • Customer complaints, conflicts of interest and breach register
  • Related party reporting
  • Unit pricing policy
  • AML/CTF reporting, including AUSTRAC reporting and registration
  • Manage outsourced service provider relationships and performance and risk reporting
  • External annual compliance audits and statutory reporting
  • Custodian - proper instructions and review of Custodian AFSL requirements

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