How Investors Can Maximize Performance with Proactive Asset Management

In today’s volatile commercial real estate (CRE) market, proactive portfolio management has become essential for institutional investors looking to optimize operations and enhance performance. Dedicated third-party teams who take a best-in-class, forward-looking approach closely monitor and manage loan portfolios, addressing potential challenges before they escalate. This enables investors to safeguard principal, maximize returns, and minimize risk. 

SitusAMC’s new white paper, “The Strategic Edge: 3 Advantages of Best-in-Class Proactive Asset Management,” explores how a proactive servicing and asset management strategy has become indispensable for institutions such as banks, insurance companies, pension funds, global asset management firms, REITs, and private equity funds—especially those with complex portfolios.  

“Hands-on portfolio management is particularly beneficial in today's environment, where high interest rates, regulatory pressures and economic uncertainties have led to heightened risk,” said Kristin Bonczynski, SitusAMC Senior Director, Portfolio Management. “In addition, more complex assets, such as transitional loans, represent a growing segment of CRE lending, making strategic management increasingly essential.”  

Taking an anticipatory approach provides investors with tangible advantages, including cost savings, improved efficiency, streamlined processes, and enhanced risk management, which is essential amid fluctuating interest rates and ongoing economic uncertainty. 

By partnering with a third-party provider like SitusAMC, institutions gain access to experienced professionals dedicated to maintaining and growing the value of CRE assets. This partnership allows investors to concentrate on higher-value activities such as originating new loans and driving business growth, while the third-party team handles the intricacies of active loan oversight, market dynamics, and risk mitigation. 

Drawing on SitusAMC’s experience delivering comprehensive servicing and asset management solutions to more than 100 institutional partners, the white paper explains the tools and strategies required to stay ahead of market challenges. Download our white paper, “The Strategic Edge: 3 Advantages of Best-in-Class Proactive Asset Management" here. Learn more about our servicing and asset management solutions on our website.