Switch Property Management Now.
We Engineer Performance,
While Others Bleed Your NOI.

Independent Governance Full Transparency
Meeting with Yardi CEO
Strategic Partnership
Jake Mehdizadeh (Left) & Yardi CEO Anant Yardi (Right)
Direct collaboration with Yardi Leadership
INDUSTRY ANALYSIS

Institutional-Grade, Vertically Integrated Property Management

SimpleMANAGE is a hands-on operating partner delivering full-stack institutional execution — without the need for landlords, sponsors, or wealth advisors to build costly back offices. Every lease, inspection, bank wire, vendor payment, and escalation is engineered to enhance NOI and enforce defensible, auditable control.

The Platform Advantage

Built entirely on Yardi Voyager, with CAM/CPI logic, delinquency tracking, rent roll automation, and real-time bank reconciliation via JPMorgan API plus Positive Pay integration.

Structured digital leases embedded in Yardi automate billing, CPI increases, passthroughs, and dashboard reporting including K-1s, reserves, and NAV calculations.

Real-time dashboards provide complete visibility into rent roll, delinquency aging, budget-to-actual performance, collections, and capital performance metrics.

100%
Yardi Integration
24/7
Real-Time Monitoring
Zero
Outsourced Dependencies
1

Operational Infrastructure

Yardi-Powered & Fully Integrated
  • Built entirely on Yardi Voyager, with CAM/CPI logic, delinquency tracking, rent roll automation
  • Structured digital leases embedded in Yardi — automate billing, CPI increases, passthroughs
  • Full system migration from AppFolio, QuickBooks, and Bill.com to unified Yardi + Elevate stack
  • Real-time dashboards: rent roll, delinquency aging, budget-to-actual, collections
2

NOI Optimization

Expense Controls & Revenue Enhancement
  • Locked budget workflows, invoice-level matching, and auto-flagging of CAM deviations
  • Forensic audits for missed CPI increases, passthroughs, utility overages
  • Collections stratification engine with risk scoring, automated reminders, late fees
  • Treasury oversight: MM/CD laddering, idle cash yield strategies
3

Legal & Regulatory

Risk Governance & Compliance
  • Full legal services: lease redlines, litigation, vendor disputes, tenant enforcement
  • Handle all regulatory filings: HPD, DHCR, DOB, DEC, ADA, OSHA, zoning
  • Maintain live compliance calendars, escalation logs, agency coordination workflows
  • Manage insurance RFQs, policy renewals, and claims from incident through payout
4

Governance & Controls

Operational Excellence & Transparency
  • SOPs for every function: leasing, repairs, accounting, renewals, collections
  • Segregation of duties, dual wire authorization, staff-specific access controls
  • Owner dashboards, reserve monitoring, quarterly reporting packs
  • In-house tax coordination: PTET filings, 1099s, and LP K-1 readiness
SPECIALIZED EXPERTISE

Execution by Asset Type

Commercial & Industrial

NNN Lease Management
Enforce NNN leases, recover underpaid CAM/tax, manage tenant-funded CapEx (e.g., roofs, HVAC, paving).
Infrastructure Oversight
Oversee power monitoring, dock usage, warehouse specs, and critical infrastructure.
Marketing & Leasing
Maintain marketing-ready leasing websites per property, with specs, plans, and disclosures.
Property Maintenance
Supervise PM inspections, vendor performance, and compliance reporting.

Multifamily

Regulatory Compliance
Manage all DHCR, HPD, rent-stabilized filings, renewals, and tenant notices.
Tenant Services
Enforce amenity charges, tenant portals, multilingual onboarding, and real-time satisfaction tracking.
24/7 Operations
Act as 24/7 landlord escalation layer, coordinating legal, maintenance, and communications in-system.
Compliance Management
Full regulatory oversight ensuring compliance with all local housing authorities and tenant protection laws.
PREMIUM SERVICES

Financial & Advisory Services

Capital Markets & Refinance Execution

(Critical for LP Defense & Institutional Standard)

Refinance Management: Run lender RFQs, underwrite terms, negotiate, and redline loan documents.

Closing Coordination: Manage estoppels, SNDAs, title, third-party vendors, and post-close tasks.

Covenant Monitoring: Track and report DSCR, LTV, occupancy, reserve thresholds; prepare compliance certificates.

Maintain lender portals and calendar reminders for quarterly/annual financial submissions.

Prepare bank underwriting packages and coordinate with appraisers for supportable valuation narratives.

Premium Institutional Services

(Executed by SimpleMANAGE in collaboration with in-house Tax, Legal, and Treasury Ops)

Fund Accounting, Tax & Treasury

  • Fund dashboards integrated from Yardi: LP capital balances, NAVs, waterfalls, accruals, and distributions.
  • Promote and waterfall modeling (IRR hurdles, prefs, equity splits).
  • Treasury laddering: deploy idle cash into MM/CD structures, aligned with distribution and liquidity calendars.
  • In-house PTET, 1099, and K-1 filing and investor tax coordination.

Strategic Portfolio Advisory

  • Hold/Sell/Refi analytics tied to lease rollover, CapEx, and valuation strategy.
  • IRR/NAV rollups for RIAs, sponsors, and family offices.
  • Long-term CapEx reserve planning, business plan tracking, and sensitivity modeling.

CapEx Oversight & Construction Execution

  • Bid management, contractor selection, draw approvals, lien waivers, and fund control.
  • Yardi-tracked cost-to-complete dashboards, with hard cost monitoring and recovery enforcement.
  • Track and recover tenant-funded improvements (HVAC, systems upgrades, paving, lighting).
DEVELOPMENT PIPELINE

Innovation Roadmap

Advanced capabilities currently in development to further enhance our institutional-grade platform

1

Preventive Maintenance

Preventive maintenance calendar automation and vendor scheduling

In Development
2

Budget & Forecast Tools

Budget/forecast tools with variance alerts and scenario planning

In Development
3

Cost Tracking

Cost-to-complete tracking with burn rate alerts

In Development
4

Market Intelligence

Rent comp integration, tenant credit segmentation, and underwriting dashboards

In Development
5

Appraisal Coordination

Appraisal coordination workflows and internal audit checklists

In Development
6

Market Analysis

Market comps + lease benchmarking module

In Development
7

Investor Dashboards

Investor-facing dashboards with risk/performance stratification

In Development

Bottom Line: Premium Property Management. Full Execution. Institutional Outcomes.

NOI Optimization

Enforceable leases, fully recovered passthroughs, and automated escalations that drive NOI

Centralized Control

Centralized control and transparency for owners, LPs, RIAs, and wealth advisors

Embedded Support

Embedded legal, regulatory, and treasury support with zero outsourced dependencies

Institutional Standards

Cost containment, audit-readiness, and asset-level reporting at institutional standard

Strategic Alignment

Strategic alignment with every lease, dollar, and vendor tracked in-system

You focus on capital strategy — we handle everything else.