Introduction to Asset Management
Calling all who aspire to become and Asset Manager!
Event Details
This course provides third-party multifamily property managers with a foundational understanding of asset management principles and owner expectations. Participants will explore how owners define property performance, how net operating income (NOI) is evaluated, and how operational and leasing decisions directly impact financial outcomes.
The course covers the distinction between property management and asset management roles, including decision authority and appropriate escalation. Participants will learn how to present clear monthly financial reports, explain budget-to-actual variances, and communicate forecasts in a proactive, no-surprises manner. The course also examines revenue strategy fundamentals, including physical versus economic occupancy, renewal and turnover impacts, and rent strategy tradeoffs.
Upon completion, participants will be better equipped to communicate effectively with owners and asset managers, support informed decision-making, protect NOI, and strengthen owner confidence through consistent, professional financial reporting and revenue discussions.
The first webinar in this three part series -
INTRODUCTION - ASSET MANAGEMENT THINKING FOR THIRD-PARTY PROPERTY MANAGERS
- The owner scoreboard, what “winning” means to owners
- Property management vs asset management, clear role boundaries
- Decision rights and escalation, what to handle vs what to elevate
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.