©2025 Focus & Flow, inc. | All Rights Reserved. | Privacy Policy | Flowgistics™ is a trademark of Focus & Flow, Inc.
A three-year review of the financial performance of each asset in your portfolio, including key performance indicators. Results are summarized at the portfolio level to demonstrate key trends, concerns, and areas for improvement. In addition to the financial review, we provide subject matter expertise feedback on troubled assets, portfolio positioning, and reporting protocols.
Built on an analysis of at least two years of performance, the portfolio forecast looks forward 15+ years to identify properties at risk, prepare for refinancing and/or rehabilitation efforts, monitor reserve balances, and estimate residuals receipts.
Results are summarized at the portfolio level. Project can be expanded to include reviewing the permanent documentation of the properties, Year 15 LIHTC exit scenarios, and/or feasibility proforma models for securing additional funding.
Use your data to build dashboards and reports for internal monitoring, reports to funders, executive and board dashboards and reporting for oversight. Built and maintained using our proprietary Flowgistics system, we become part of your accounting cycle to ensure consistent reporting to executives and the board of directors.
Let Lisa Nelson guide you toward achieving the optimal results you desire. Her expertise and insights enable you to navigate challenges effectively and unlock your full potential.
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Focus & Flow empowers leaders with data-driven insights for success.
©2025 Focus & Flow, inc. | All Rights Reserved. | Privacy Policy | Flowgistics™ is a trademark of Focus & Flow, Inc.