The Caleb Group
Location: Swampscott, MA
Year: 2011-2012, 2015, 2018-2019, 2022
Principals: Weber
Services: Organizations, Management
Description:
2012, 2015-16, 2018-19, 2022
Strategic and Asset Management Planning; staff training
by admin in: Management, Organizations, Project, Weber
Location: Swampscott, MA
Year: 2011-2012, 2015, 2018-2019, 2022
Principals: Weber
Services: Organizations, Management
Description:
2012, 2015-16, 2018-19, 2022
Strategic and Asset Management Planning; staff training
Location: Boston and Framingham, MA
Year: 2012
Principals: Gould
Services: Buildings
Description:
Refinance of two properties originally funded under the Massachusetts SHARP program to restructure debt and complete rehab; work with nonprofit sponsor/owners to structure transaction to meet long-term ownership goals.
by admin in: Archive, Management, Project, Weber
Location: Stamford, CT
Year: 2012
Principals: Weber
Services: Management
Description:
Property Management Organizational Assessment: Review of key portfolio characteristics, financial analysis of property management company/division, evaluation of staffing and operational practices.
by admin in: Archive, Organizations, Project, Weber
Location: Natick, MA
Year: 2012, 2015
Principals: Weber
Services: Organizations
Description:
Assessment of organizational structure, policies and procedures with specific operational recommendations.
by admin in: Archive, Management, Project, Weber
Location: Sacramento, CA
Year: 2012
Principals: Weber
Services: Management
Description:
Worked with staff and Board to evaluate the feasibility of launching a property management division and then created a five-year business plan for staffing, budge, systems and processes to meet self-management goals.
by admin in: Archive, Management, Project, Weber
Location: Billings, MT
Year: 2012
Principals: Weber
Services: Management
Description:
Provide property management consulting to this nonprofit evaluating whether or not to pursue self-management of some of its portfolio.
Location: Boston, MA
Year: 2012
Principals: Gould
Services: Buildings
Description:
Refinance and comprehensive rehab of 80-unit scattered-site development in Boston’s Dorchester neighborhood.
by admin in: Management, Project, Weber
Location: Asset Management Assessment and Asset Management Plan: Goals, structure, staffing, key tasks, budget and implementation timeline.
Year: 2005-2012
Principals: Weber
Services: Management
Description:
2012
Asset Management Assessment and Asset Management Plan: Goals, structure, staffing, key tasks, budget and implementation timeline.
2005-2006, 2011, 2017-18
Property Management Assessment (2005 and 2011): Review of key portfolio characteristics, financial analysis of property management company/division, evaluation of staffing and operational practices. Property Management Operations Plan (2006): goals, pipeline, clients, programs, budget, timeline, evaluation strategy. Ongoing property management coaching.
by admin in: Archive, Organizations, Project, Weber
Location: Brattleboro, VT
Year: 2012
Principals: Weber
Services: Organizations
Description:
Evaluated current organizational design and made recommendations.
Location: Lawrence, MA
Year: 2012
Principals: Gould
Services: Buildings
Description:
18 units of new construction affordable housing on an urban infill site.
by admin in: Organizations, Project, Weber
Location: Boston, MA
Year: 2010-2011
Principals: Weber
Services: Organizations
Description:
Developed and taught ten sessions (plus two exams) on key property and asset management elements to position tenant. Board to be approved for majority or sole owner role of a 346- unit, Section 8 rental community in Boston.
by admin in: Archive, Management, Project, Weber
Location: El Cajon, CA
Year: 2007-2011
Principals: Weber
Services: Management
Description:
Part of team evaluating for HUD those public housing authorities who have applied for “Stop Loss” in conjunction with their transition to asset-based management and budgeting. Also part of team that conducted ten asset management training conferences to housing authorities across the country in 2009. Provided tailored training to the Hawaii Housing Authority in 2010.
by admin in: Archive, Management, Project, Weber
Location: Watertown, MA
Year: 2011
Principals: Weber
Services: Management
Description:
Property Management Organizational Assessment: Review of key portfolio characteristics, financial analysis of property management company/division, evaluation of staffing and operational practices.
by admin in: Archive, Management, Project, Weber
Location: Fitchburg, MA
Year: 2011
Principals: Weber
Services: Management
Description:
Provided property and asset management consulting services as this CDC grew and strengthened its asset management capacity.
by admin in: Archive, Management, Project, Weber
Location: Bennington, VT
Year: 2011
Principals: Weber
Services: Management
Description:
Property Management Organizational Assessment: Review of key portfolio characteristics, financial analysis of property management company/division, evaluation of staffing and operational practices.