Portfolio Upgrade Management

A strategic partner for assessing, planning, and upgrading multiple properties. We provide a Certified Energy Manager to handle every step, from portfolio-wide benchmarking to project completion.

1. Strategic Portfolio Plan

✔ Get a dedicated Certified Energy Manager as your single point of contact.

✔ Benchmark up to 10 properties to identify top upgrade priorities.

✔ Receive a detailed Project Plan with a full cost-benefit analysis for your portfolio.

✔ Coordinate free or subsidized energy audits where needed.

2. Contractor & Rebate Sourcing

✔ Get an Optimized Incentive Plan that stacks all available rebates.

✔ We find trusted contractors and manage the entire bidding process.

✔ Receive a simple, side-by-side quote analysis to help you choose.

3. Centralized Project Management

✔ We handle 100% of the rebate paperwork (pre-approval to final submission).

✔ Enjoy centralized coordination between contractors, tenants, and rebate programs.

✔ We manage project scheduling and tenant communication to minimize disruption.

4. Project Handover and Support

✔ Receive full staff training on all new equipment and smart features.

✔ Get a digital "Operations Binder" with all warranties, manuals, and invoices.