Finance Professionals Property Management Partnership Blog ImageOne little known fact about the property management industry is that we work very well with finance professionals. It’s a natural partnership. Often, your clients will have investment properties they need managed, and we’re happy to help. Alternatively, there are various benefits our financial partners experience through our working relationship.
Before we get into those benefits, take a second to consider the following:

  • Does your client have one or more investment properties?
  • Are they realizing their full ROI?
  • Are your clients self-managing one or more rental properites?
  • Do you want referrals from a company you trust?
  • Do you have a personal relationship with a property management company that benefits you and your clients?

If you answered yes to any of these questions, but no to the last question, you may be missing opportunities to help your clients experience the maximum return on their real estate investments, while building a trusted referral network for yourself.

There are many areas to consider when advising your clients to use a property management company. One of the most overlooked areas is tax preparation. How many times have you had to track down bits and pieces of information to accurately track your client’s income from their rental property? We make that part simple for our finance partners by providing comprehensive and complete year-end tax information to all of our clients. We also make ourselves available to answer any questions that may come up during or after the tax process. We keep detailed records so we’re ready for anything.

Another key benefit for our financial partners is an additional service we like to provide for our clients. If one of our owners has a property that isn’t cash flowing, we refer them to a financial advisor we trust to help them refinance and make the most out of their investment. Those referrals often turn into much more than refinancing, as the guidance of our trusted partners remains crucial to our clients.

Are you ready to see how you can benefit from a partnership with Simply Residential? We’re here to help, so contact us today!

If you want to learn more about partnering with Simply Residential, visit our partner page or contact me at 952-715-6186 or via email at!