Real Estate Finance · Serving Owners Nationwide

Real Estate Financial Consulting

F&M Management provides financial consulting for real estate owners and operators — from acquisition through ongoing asset and portfolio management.

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Real estate development and construction site

Signs It's Time

Is It Time for Dedicated Real Estate Finance Support?

Beyond a single deal, ongoing real estate ownership brings its own reporting and finance demands.

✓ Lender reporting requirements have gotten more demanding than your current process can handle.
✓ You own or manage multiple properties and don’t have consolidated, portfolio-level visibility.
✓ Budgeting and reforecasting for active developments happens informally or not at all.
✓ You need financial reporting that satisfies both ownership and outside capital partners.
✓ Your finance function hasn’t scaled alongside your portfolio.

Scope

What's Included

Ongoing finance support built around real estate ownership and operations.

✓ Monthly and quarterly lender and investor reporting packages
✓ Portfolio-level financial consolidation across multiple properties or entities
✓ Development and construction budget tracking against pro forma
✓ Cash flow management and distribution planning
✓ Debt covenant monitoring and compliance reporting
✓ Financial oversight for property management and accounting teams

Flexible By Design

Engagement Options

Every engagement is built around where you are today, not a one-size-fits-all package.

Project-Based

A defined scope and price for one-time work — a financials cleanup, a system implementation, or an underwriting package.

Hourly Rate

Pay only for the time you need — well suited to ad hoc support, advisory questions, or lighter workloads.

Fixed Monthly Rate

A predictable monthly retainer for ongoing support, scaled to your business.

Common Questions

Real Estate Financial Consulting — Frequently Asked Questions

How is this different from your underwriting service?

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Underwriting focuses on evaluating a deal before you buy it. Real estate financial consulting supports the ownership and operating period after — ongoing reporting, budgeting, and lender relationships.

Can you manage reporting across a multi-property portfolio?

Yes — consolidated, portfolio-level reporting across multiple properties or entities is a core part of this service.

Do you work directly with our lenders or investors?

Yes, when helpful. We can prepare and, when appropriate, directly deliver reporting packages to lenders or investor partners on your behalf.

Can you support an active development or construction project?

Yes — tracking development and construction budgets against the original pro forma, and flagging variances early, is a common part of this engagement.

Do you work with real estate owners outside of Florida?

Yes. We work with real estate owners and operators across the United States, with site visits arranged as needed.

Get Started

Let's Talk About Your Finance Function

Whether you need a fractional CFO, a controller to own the close, or a bookkeeping cleanup, F&M Management can start with exactly what you need.

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