Strategic Partnerships Partner with Discovery Investments through Goldman Sachs Asset Management collaboration to co-host advanced advisory series, presenting a prime entry point for cross-selling property management and investment services to financial advisers and high-net-worth clients.

Regional Property Expertise Target Oakland, Montclair, Lake Merritt, Berkeley, and San Francisco properties where Discovery Investments already provides professional management, offering tailored property services, asset optimization, and contingency planning to drive portfolio performance.

Technology Enablement Leverage the company’s tech stack (AWS, WordPress, Google Workspace, analytics tools) to propose scalable digital platforms, data-driven reporting, and efficiency gains for property operations and client portals.

Financial Growth With a revenue range of 25 to 50 million, identify opportunities to expand services such as risk management, value-add renovations, and performance analytics to increase recurring revenue and client retention among existing portfolios.

Growth Readiness Given the mid-size employee base and active market presence, position scalable management solutions and advisory services that support potential expansion stages and onboarding of additional properties for growth.