Additional service · new
Service Charges
Review and preparation of service charge statements in line with the leases, for residential and commercial properties.
Review and preparation of service charge statements
For service charges, the lease, the apportionment key and deadlines determine which costs are recovered from tenants and which remain with the owner. We prepare service charge statements for residential and commercial properties and review existing statements, for example to check the property manager or prior to an acquisition.
We review recoverability under the lease and the German Operating Costs Ordinance (BetrKV), apportionment keys and floor areas, advance payments, receipts and deadlines. Non-recoverable costs are shown separately and corrections are explained.
Typical tasks
- Service charge statements for residential and commercial properties
- Review of statements by property managers and service providers
- Recoverability under the lease and BetrKV
- Apportionment keys, floor areas, advance payments
- Deadlines, inspection of receipts, tenant objections
- Service charge review prior to an acquisition
Outcome Statements that comply with the leases and are supported by receipts, and a clear breakdown of the costs that remain with the owner.
For acquisitions, the service charge review is also part of a QUAESTRA review. About QUAESTRA
In the process
Where this service comes in
The highlighted step is where this service comes in.
- 01
Initial meeting
You describe the property, the situation and your objective. We tell you openly whether and how we can help.
- 02
Status review
We review leases, statements, technical documents and figures. Anything missing is identified. If a decision is pending, this becomes a review.
- 03
Plan and mandate
Objective, measures, budget and fees are agreed in writing, with a business plan where needed.
- 04
Delivery
We take on the agreed task, whether interim management, property management, a transaction or a turnaround.
Interim & AdvisoryReal Estate ManagementTransactions and MarketingChange ManagementExposé websites
- 05
Reporting and handover
You receive reports at the agreed intervals. The work ends with an orderly handover to your team, a buyer or a permanent appointment.
Related
What often goes with it
Real Estate Management
Strategic as the owner’s representative in asset management and operational in commercial and technical property management, separately or combined.
ViewQUAESTRA
Independent review for acquisitions, disposals and existing assets, every finding with its source document.
ViewReporting
Asset and portfolio reports for owners, boards and lending banks, with budget variance analysis and key figures.
ViewContact
Talk to us about your task.
You reach Thomas Wanitschke directly. Briefly describe the property or portfolio, your role and your plans, and you will receive an assessment of whether and how we can help.
