Capabilities

Westmount integrates a disciplined approach to acquisitions with comprehensive market research, extensive local industry relationships, and regionally focused market specialists to identify potential investments. Coupled with a streamlined due diligence process and swift closing abilities, this approach enables us to capitalize on investment opportunities across the country.

Keys to Success:

• Identify and capitalize on market opportunities
• Target “under-the-radar” value-add and opportunistic investments
• Focus on markets with strong current and projected job growth plus  secondary markets exhibiting long-term trends for job growth and liquidity
• Pursue investments indicating immediate or near-term cash flow with strong potential for capital appreciation

With each new acquisition, the Asset Management team customizes a strategic business plan for the asset.  Quarterly reviews are conducted to evaluate performance, adjusting for fluctuation in operations to maximize asset and market values.

Keys to Success:

• Perform strategic and cost effective physical improvements to value-add assets in accordance with the business plan and budget
• Utilize creative leasing, broker incentives and events to increase awareness of the property
• Conduct regular meetings to review the performance of each asset in the portfolio
• Produce monthly, quarterly and annual reports for investors and lenders

Our experienced property management team works directly with tenants, vendors, and lenders to optimize asset performance. This hands-on approach enables us to mitigate risk, quickly respond to property needs, and make value-added improvements.

Keys to Success:

• Achieve high renewal rates by fostering positive tenant and vendor relationships
• Prepare annual budgets and CAM reconciliations
• Oversee monthly tenant billing and collections
• Retain local onsite facilities managers to ensure quality daily operations
• Collaborate closely with accounting and investor relations teams for accurate reporting

Our in-house team of engineers and construction managers is a critical component of our acquisitions and asset management process, leading to maximum value creation for our investors.  Their extensive industry knowledge and expertise serves to resolve issues in the most cost effective manner.

Keys to Success:

• Engineers evaluate potential assets as part of our rigorous, pre-acquisitions due diligence process to identify potential risks, defects, and value-add opportunities
• The team proactively inspects portfolio assets to detect and prevent potential problem areas
• Develop the appropriate scope of work and manage the competitive bid process post-closing
• Provide project oversight and quality assurance throughout the capital improvement process

Westmount’s professional accounting team provides transparent and timely reporting, compliance and investor services. We utilize industry-leading accounting systems and software to manage and communicate relevant financial information in an accurate and timely manner.

Keys to Success:

• Ongoing collaboration with asset and property management teams to ensure accuracy
• Use of MRI and other industry-leading software to generate financial reports for every asset
• Engage recognized regional and national accounting firms to complete tax returns and perform audits

Our investor relations team maintains a personal relationship with our investors through frequent communication via letters, reports, and other correspondence. Through these efforts, we have built a large investor base in multiple countries around the world, many of whom have invested with us for over 20 years.

Keys to Success:

• Provide a robust, secure portal for investors to view real-time reporting
• Respond to all investor inquiries quickly and effectively
• Maintain relationships and build trust with investors