Client Background
"Without the right financial structure, growth turned into growing pains."
A real estate investor approached Fondifi while self-managing his portfolio of residential rental properties. The client had ambitious plans to expand his operations by taking on third-party property management. However, the lack of a proper structure in his existing setup was creating financial challenges. He struggled with separating funds between self-managed and third-party properties, which led to cash flow issues and difficulties in taking distributions from his own properties.
Challenges
- No clear separation of funds between self-managed and third-party properties
- Inefficient bank account structure
- Inability to take timely owner distributions
- Increasing cash flow challenges despite portfolio growth
FONDiFi Solutions
FONDiFi partnered with the client to bring clarity and structure to his property management operations.
Our team provided strategic consulting and hands-on support, including:
→ Designing a customized bank account structure tailored for property management operations
→ Setting up a new Property Management company.
→ Assisting in opening and organizing new bank accounts for both owner-managed and third-party properties.
→ Seamlessly transferring funds into appropriate accounts to ensure accurate tracking and transparency
Results & Impact:
| Outcome | Impact on Client’s Business |
| Clear Bank Account Structure | Proper segregation of owner and third-party funds |
| Monthly Owner Distributions Enabled | Smooth and regular distributions from self-managed properties |
| Improved Cash Flow Management | Better tracking of income and expenses for each property |
| Scalable Property Management Setup | Ready to onboard more third-party properties without operational stress |
| Increased Financial Clarity & Control | Real-time visibility into cash position and operational funds |