Switching property managers

You can change managers without taking on another job.

The fear of a messy handoff should not keep you with a manager who is letting you down. We organize the transfer, track the missing pieces and keep you informed.

A better handoff

The loose ends need a name next to them.

Leases. Deposits. Keys. Unfinished repairs. Residents who need to know where to pay. A transfer has plenty of details, but you should not have to chase every one yourself.

We build a property-specific checklist and calendar, coordinate with the outgoing manager and flag anything that needs your decision. The start date is planned around the actual agreement and the work involved.

The transfer plan

Four parts of a well-organized start.

01

Agree on dates and responsibilities

Review the current management arrangement, confirm notice requirements and put the new services, fees and approvals in writing.

02

Collect and reconcile

Track leases, ledgers, deposit records, balances, keys and vendor details. Identify missing information and follow it up.

03

Get eyes on the properties

Document condition, vacancies and open repairs so urgent needs and inherited problems are visible from the start.

04

Give residents clear instructions

Explain who to call, where to pay and when the change takes effect. Coordinate account access as part of the handoff.

You can start with a conversation

You do not need every file ready.

Tell us what you own, who manages it now and what is not working. We will explain what we need next and help you work through the transfer. If voucher units are involved, we also track housing-authority records, payee updates and open inspection items.

How we manage after the handoff   ·   Compare the two fee plans

Owners ask

Questions about changing managers

Will residents need to move when I switch managers?

A management change does not require residents to move. We coordinate communication about the new contact, payment instructions and start date while collecting the existing leases and resident records.

How much notice does my current manager need?

The notice period comes from your current agreement. We review the management arrangement with you and plan the start date around the required notice, record transfer and resident communication.

What if my current manager is slow to respond?

We document the outstanding items, follow up on records and funds, and keep you informed about what is still missing. If an issue needs your attorney or another adviser, we flag it so you can decide how to proceed.

Let’s talk

Ready for a manager you can hand things to?

Tell us what needs to change. A principal will follow up within one business day.

Talk about your property