Introduction to Asset Management #2 The Financial Story, NOI, KPIs, Budget, Variances
Calling all who aspire to become an Asset Manager!
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Event Details
Asset Management for Property Managers – Session 2: The Financial Story
Great property management isn’t just about operations—it’s about understanding and telling the financial story of your asset. In Session 2 of this three-part series, we shift the focus to the numbers that drive performance and decision-making.
This session breaks down key financial concepts in a clear, approachable way, helping property managers better understand NOI, KPIs, budgets, and variances—and how they all connect. You’ll learn how to read financial reports, spot trends early, and explain performance in a way that owners and leadership can trust.
Whether you’re managing a single asset or a growing portfolio, this session will help you move beyond “reporting the numbers” to using them as a strategic tool.
What You’ll Learn
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How NOI tells the story of your property’s performance
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The KPIs every property manager should understand and monitor
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How budgets are built—and how to manage to them
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How to identify and explain variances with confidence
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Using financial data to support smarter operational decisions
Who Should Attend
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Property managers
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Assistant property managers
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Regional and portfolio managers
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Anyone ready to think more like an asset manager
This session is part of a three-part Asset Management for Property Managers series. Attendance at Session 1 is helpful but not required. This session will be conducted as a Zoom Meeting - Cameras and microphones on!
Pricing
Pricing:
Members: $55
Non-Members: $105
Sponsorship: $300
CEU Credit
As an approved OREA provider, this program may be applied for 1 CEU towards your real estate license renewal or your NAA credential.
Contact
Ericka Hargis, Education Coordinator
Content Leader
Trevor Calton is a commercial real estate executive and asset management consultant with 25+ years of experience across acquisitions, financing, and operations. He is the President of Evergreen Capital Advisors, and founder of Real Estate Finance Academy, where he trains CRE investors, brokers, lenders, and other professionals in underwriting, capital strategy, and asset management.
Trevor previously served as Director of Asset Management for Home Forward (Housing Authority of Portland), overseeing strategic and financial performance for a 300+ property (6,000+ units) affordable housing portfolio. He has brokered hundreds of commercial real estate transactions and advised clients on acquisitions, dispositions, debt financing, and equity strategy.
Trevor also taught masters-level Real Estate Finance and Investments at Portland State University from 2011 to 2019. He earned his MBA and BS in Business Administration from the University of Oregon and is a Certified Continuing Education Provider for the Oregon Real Estate Agency.