✅ 1️⃣ Situation: The Challenge

📌 Founded in 2019, this real estate investment and development group set out to transform undervalued properties into high‑performing assets. The company expanded rapidly into real estate, construction, retail, and e‑commerce, but growth brought financial complexity.

Key Challenges:

• Multi‑entity operations with fragmented reporting 🧩

• Pressure to deliver rapid ROI on renovations and acquisitions ⏱️

• Need for investor‑grade transparency and disciplined capital allocation 💰

✅ 2️⃣ Task: The Goal

📌 Build a scalable financial framework to:

• Consolidate reporting across multiple entities for investor confidence

• Optimize capital deployment for renovations and acquisitions

• Maintain high occupancy and profitability across the portfolio

📢 "Need financial clarity for hospitality growth? Let’s talk!"

✅ 3️⃣ Action: The Strategy

📌 Directed finance and operational alignment across entities.

Key Actions:

• Implemented multi‑entity consolidations for real‑time portfolio visibility

• Partnered with construction teams to align budgeting, WIP tracking, and ROI analysis

• Developed cash flow and CapEx models to guide acquisitions and renovations

• Built dashboards to track occupancy, renovation ROI, and exit margins

✅ 4️⃣ Result: The Impact

📌 The company scaled from a local venture into a powerhouse portfolio exceeding $170M in assets.

Metrics Box (Highlighted):

• ✅ Portfolio Value: $170M+ AUM 📈

• ✅ Occupancy Rate: 96% maintained 🏢

• ✅ Renovation ROI: +28% within 18 months 🔨

• ✅ Property Flips: 22% average profit margins 💵