Confidential property intake questionnaire.
Thank you for your interest in Rosenthal & Excell. To help our principals review your asset prior to our initial consultation, please provide as much detail as you comfortably can.
Making the switch is seamless.
Worried about a complicated transition from your current management firm? We handle 100% of the heavy lifting for you.
Many commercial property owners tolerate poor service, hidden markups, and unreturned phone calls simply because they dread the paperwork and awkwardness of terminating their current contract.
At Rosenthal & Excell, we manage the entire handover process from start to finish. Once you decide to partner with us, you won’t have to engage in uncomfortable conversations or chase down old files. We protect your peace of mind from day one.
Our four-step handover protocol
- 1. Notice execution
- We review your current management agreement’s termination clause and draft a formal, professional notice of termination on your behalf.
- 2. Data and file extraction
- Our team directly contacts the outgoing firm to retrieve all historical lease agreements, security deposit ledgers, tenant contact sheets, and physical keys.
- 3. Tenant onboarding
- We immediately mail and hand-deliver a welcoming onboarding packet to every tenant, introducing our 24/7 principal emergency line and detailing how to route their rent payments to your new owner trust account.
- 4. Baseline audit
- We execute a complete, day-one physical inspection of the property and audit all incoming tenant ledgers to cure any inherited operational deficiencies.