Asset Management
Our entirely in-house Asset Management team proactively manages each loan through maturity, enhancing investment performance and the client experience.
Proactive communication with clients and internal stakeholders is embedded in our Asset Management process and is key to our successful management of each asset, regardless of property type.
Fitch Rated Primary and Special Servicer
Billion AUM1
Billion in Construction Loans Since Inception
Billion in Active Construction Loans Under Management
Billion in Material Loan Modifications in the Past Year
Individual Loans Averaging $80 Million
Unique Borrowers
Repeat Borrowers
With 3+ Loans
Team Expertise & Depth
30+ full time, dedicated Asset Management Professionals headquartered in Dallas, TX
Low average portfolio size of 10 loans per Asset Manager produces responsive white-glove service to clients and investors
Oversight and teams concentrated by property type provides expertise and efficiency
Deep bench of Asset Managers provides first line of defense against borrower or asset stress
Surveillance
Our in-house Asset Management team provides:
Proactive portfolio management evaluates loans to identify potential risk related to property performance and credit compliance
Business plans and loan structure are integrated into timelines, budgets, and benchmarks
Quarterly cash flow trending: granular examination of property level cash flows, historical operating statements, and underwriting
Actively monitoring loan compliance and covenants, sponsor liquidity, market rents, budgets, leasing velocity, and execution of business plan
Quarterly portfolio review of assets based on risk, market conditions, cash flow stability, and loan performance
Presentation of quarterly surveillance provided to management team with further review to investors
Site visits performed in person to monitor collateral and underlying performance
Financial Controls
Dedicated, in-house team is responsible for quality control of inflow/outflow funds for:
- Construction
- Renovation
- Sufficiency of reserves
Manages
Liquidity related to fundings & loan payoff
Monitors
Upcoming maturities & compliance
Technology Infrastructure
ACORE CAPITAL’s ongoing investments in technology infrastructure include enhancements to a cloud-based data warehouse to integrate data from reporting and accounting systems, generating centralized reporting and analytics.
Our focus on technology, data integrity, and best-in-class reporting reflects ACORE CAPITAL’s commitment to delivering the highest standard of servicing and active portfolio oversight.
Communication
- Real-time communication with Borrowers and Sponsors
- Weekly management calls with legal, originations and accounting teams to review modifications, upcoming maturities, and borrower consent requests
- Intense collaboration between Asset Management and Originations
- Management team meets regularly to review all loans under management and assign risk ratings
- Quarterly portfolio reviews presented to Investors
- ACORE CAPITAL employees are in the office in person 4+ days per week to enhance communication and collaboration
