Kettle & Oak Texas

Small Portfolio & Investor Management

Four to twenty doors scattered across three counties is the hardest portfolio to manage well and the one large firms serve worst.

The scattered-portfolio problem

A twelve-door portfolio in this region can easily span Harris, Fort Bend and Montgomery Counties. That means three tax jurisdictions, potentially three housing authorities, three sets of local code enforcement, and a great deal of driving.

Firms optimized for doors-per-mile handle this badly, because it is the opposite of what they are built for. It is, however, exactly what a buy-and-hold investor's portfolio actually looks like.

One manager across all of it

The value is not just convenience. It is that one manager who already deals with all three counties' authorities and inspection regimes does not have to learn each one at your expense.

Reporting that works at portfolio level

Per-property statements, and a portfolio view. Owners at this size need to know which door is dragging — and it is usually one specific property, not the portfolio average.

Common questions

Is there a portfolio discount?

Per-unit pricing steps down by portfolio size. See the pricing page.

Can you take properties on gradually?

Yes. Owners commonly port one or two across first and move the rest once they have seen how it goes. We would rather earn it that way.

Do you help evaluate a purchase?

We will tell you what we think a property rents for and what it costs to run, before you buy it. That conversation is free and it is in our interest for you to buy well.

Find out what your property should be renting for.

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