Difference between CRE Servicing/AM and Investment Management AM?

Are they essentially the same thing or are they structured differently?

For example there are CRE brokerages that have servicing side of business with a UPB total and there are investment management companies that have an actual AUM total.

What’s the difference?

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I will start with the first one, since I am more familiar with that. An investment management company will use money from either commingled pools of capital or separate accounts to pursue specific real estate investment strategies across the risk spectrum ( core, core plus, value add, etc). They will have both an acquisition team and an asset management team. The asset management team is responsible for the asset after the acquisition team buys it. They are in charge of managing the property management team, lease up strategy, capital investment into the property, and ensuring the business plan is executed and then ultimately selling the property. 

A CRE Servicing/AM team, which I am less familiar with works on the servicing of the loan. The "asset management" they perform is to the loan, which is the asset in this case.  They will performing the following functions including loan status reporting, condo / lot administration, cash management, construction draw review, syndication administration, financing administration (repo or similar), risk rating tracking and reporting, watchlist maintenance and reporting, up-front insurance review, as well as the solving of ad-hoc needs. 

In the first scenario you are dealing with an actual property and all that it requires to be managed. In the second scenario you are dealing with the management of loans.

Btw, you were the guy on the other thread that asked about Newmark's servicing and AM , so check this : 

https://www.nmrk.com/services/multifamily-capital-markets/service/multi…

 

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